Virtual Accounting FirmsWhat a first call does not start
Using the site is not an engagement. A written letter is what starts the work.
Ask before you sign.
Who these words bind.
Services on this site are provided by Steven Palmieri, Dallas, Texas. Reading on means you accept this page. What the practice will and will not do is written on the Disclosures page, and those limits are part of these words.
The pages are general reading for an owner. They are not a conclusion about your own numbers. Reading them does not make you a client. Rules change and they land differently on different facts, so check anything that would move your return before you act on a sentence here.
The letter that starts the work.
A conversation, including a short call you booked from this site, creates no file, no ongoing duty, and no bill. We will say what we see, including when the honest answer is that you do not need us yet. Work begins when both sides sign a letter that names the scope and the fee.
Every later task sits inside that letter or it gets its own price before anyone starts. Either side can end the work in writing. Fees already earned stay due, and your records come back to you.
The month is only as good as what you hand us. You are responsible for complete records, for what your own systems say, and for the decisions you make. We will tell you when something does not tie. We will not build a return on a month that has not closed.
The pages themselves.
The words and the pictures belong to the practice that publishes them. You may read them, print them, and quote them if you say where they came from. You may not republish the site or use the pages to train a product without written permission.
We keep the site as accurate as we can and we do not promise it will never be wrong or never be down. Nothing here limits a liability the law will not let us limit. A dispute about these words is heard in Dallas County. Texas law is what a court uses to read this page. This page is the version in front of you. A change shows up here rather than in a side note.
A time on the calendar is still talk.
Picking a time does not open a file, does not start a bill, and does not bind either side to a later month. The letter that names the scope and the fee is the only thing that starts the work. If that letter never gets signed, the note you sent is just a note, and you can ask by phone for it to be deleted.
A task that was not named in the letter gets its own price before anyone starts it, or it does not start. A change to these words shows up on this page. There is not a side letter that quietly replaces them.