CPA for LLC What a first call is.
What these pages are, what a free call is, and how an engagement actually starts. Effective 29 September 2026.
Who these terms are with
Services on this site are provided by Steven Palmieri, Dallas, Texas. Using this site means you accept what is on this page.
What the pages here are, and are not
Everything published on this site is general information for business owners. It is not advice about your own numbers, and reading it does not make you a client. Tax and reporting rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.
A free call is a conversation
The 30-minute call offered on this site creates no engagement, no ongoing duty and no obligation on either side. We will say plainly what we see and what an engagement would involve, including when the honest answer is that you do not need one yet. Work begins only when both of us sign a written engagement letter naming the scope and the fee.
Engagements, scope and fees
Every engagement is defined in writing before it starts. Fees are quoted for that scope, and anything outside it is quoted separately before it is done. Either of us may end an engagement in writing. You remain responsible for fees earned to that date and your records are returned to you.
What the work depends on from you
The work is only as good as what it is built on. You are responsible for giving us complete and accurate records, for the accuracy of what is in your own systems, and for the decisions you make. We will tell you when something does not tie, and we will not build on a month that has not closed.
The site itself
The words, layouts and images on this site belong to the practice that publishes it. You may read, print and quote them with attribution. You may not republish the site or use it to train a product without written permission.
The site is provided as it is. We keep it accurate and available, and we do not promise it will never be wrong or never be down. Nothing here limits any liability that cannot be limited by law.
Where this is governed
These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.
A note about the company name on the form
Typing a company name does not make that company a client and does not start a file. It tells us which conversation you want. The election letter, if you have one, can wait until the call. If the right next step is a signature we cannot give, the reply says that and stops, and these terms still cover the conversation you already had.
A free call can end with a recommendation to keep a bookkeeper you already trust, or with a recommendation to close the open months before any return is prepared. Either ending is allowed by these terms. Work that continues past the call is described in a written engagement that names the scope and the fee, and that letter is the start of the work, not this page.