Certified Public Accountant Fort Worth Alternative.How a first call works.

Who these terms are with.

Services on this site are provided by Steven Palmieri, Dallas, Texas. Using this site means you accept this page. The limit on signatures is on the Disclosures page, and that limit is part of these terms.

What the pages are.

Everything on this site is general reading for an owner. It is not advice about your own numbers, and reading it does not make you a client. Rules change and land differently on different facts, so confirm anything that matters for your own return before you rely on it.

A call is a conversation.

A call from the footer number does not start the work, does not create a duty that runs past the call, and does not bind either side. We will say what we see, including when the honest answer is that you do not need an engagement yet. Work starts when both sides have signed a letter that names the scope and the fee.

Scope and fees.

Every engagement is defined in writing before it starts. The fee is quoted for that scope. Anything outside it is quoted before it is done. Either side may end the engagement in writing. You remain responsible for fees earned to that date, and your records come back to you.

What the work depends on.

The work is only as good as the records it is built on. You are responsible for complete records, for what is in your own systems, 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 site itself.

The words and pictures on this site belong to the practice that publishes them. You may read them and quote them with attribution. You may not republish the site as your own product.

The pages can be wrong, and they can be down. We correct a wrong line on the page after you call. Nothing here tries to limit a liability that the law will not let us limit.

Where a dispute is heard.

A dispute under these terms is heard in the courts of Dallas County, Texas.