Tax Advisor Austin and how a first call works

The agreement for a first call

Services on this site are provided by Steven Palmieri, Dallas, Texas. Staying on the site means these terms are the ones you have accepted. Reading a page does not make you a client.

What the disclosures page refuses is also refused by these terms. A loud Saturday does not rewrite a written scope. The page both sides signed is the page that governs, and a crowd does not add a sentence to it.

A conversation

A call creates no ongoing duty and no fee. We will say what we see in the month you describe, and we will say when the honest answer is that you do not need the work yet. Work starts only when both sides sign a written engagement that names the scope and the price.

Either side may end that engagement in writing. You remain responsible for the fee earned to that date, and your records come back to you. A note on a form is not that engagement. A time on the calendar is not that engagement either.

What you supply

The work is only as useful as the records it is built on. You are responsible for giving us complete records, for what sits in your own systems, and for the decisions you make. We will tell you when something does not tie. An open month stays open in the talk until the bank agrees with it.

What the pages are

The pages are general reading for an owner who wants the books, payroll setup, and the return. Do not use a paragraph here as the answer for your own month. Rules land differently on different facts, so check anything that will go on a return before you rely on a paragraph.

You may read these pages and print one for yourself. Putting the site up on another domain is not allowed. We keep the pages as accurate as we can, and we do not promise the site will never be down. Nothing here limits a liability that the law does not let the practice limit.

If a disagreement about these pages has to be heard in court, the court is in Dallas County, Texas, and Texas law is what that court applies.

A form on any page is a note, not an engagement. Until both sides sign a written scope that names the price, you can leave with no further duty.

If an engagement ends, your records come back to you in a form you can open. We do not hold the books hostage to a disagreement about a fee already earned. The phone in the footer is the way to start that conversation, and the same number is the way to ask for a sentence on these pages to be corrected.