CPA and Bookkeeping Rockwall AlternativeTerms for reading and for a call

Services on this site are provided by Steven Palmieri, Dallas, Texas. Reading this site means you accept these terms. The limits on the disclosures page are part of these terms. These words were written for these pages and for the form.

Everything here is general information for an owner. Opening a page does not put you on the client list. Rules land differently on different facts, so confirm anything that would change a return before you act on it. The dates page repeats public rates. A notice for one parcel still outranks this page for that parcel.

A call from this site creates no engagement and no ongoing duty. We will say what we see and what an engagement would involve, including when the honest answer is that you do not need one yet. The first paid month starts only after both sides have signed a page that names the scope and the fee.

Fees are quoted for the written scope. Work outside that scope is quoted before it is done. Either side may end an engagement in writing. Fees already earned stay due, and your records come back to you when the work stops.

You remain responsible for complete records and for the decisions you make. We will say when something does not tie, and we will not build a return on a month that has not closed.

The writing and the pictures stay with the practice. You may read a page and quote a sentence if you name the site. You may not copy the site onto another address. The pages are offered as they stand. These terms follow Texas law, and a dispute is heard in Dallas County.

Sending the form, picking a time, or reading a page does not hire the practice. Until a scope is signed, either side can stop. The practice does not take a bank login as a condition of the first call. If a later engagement needs access to a file, that access is named in the written scope, and you can revoke it when the work ends.

A page that quotes a public rate is still general reading, and the notice for one account outranks it. Nothing here promises a refund, a loan, or a particular tax outcome. The disclosures page controls if these terms and that page ever seem to disagree. These terms took effect on 29 September 2026. Nothing on this page limits a liability that Texas law will not let a contract limit.