Bookkeepers Near AustinTerms for reading and for a call
What these pages are, what a short call is, and when paid work starts.
Open the limits
Who these terms are with
Services on this site are provided by Steven Palmieri, Dallas, Texas. Reading and using this site means you accept these terms. The limits on the disclosures page are part of these terms. These terms were written for these pages and the form.
What the pages are
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.
A short call is a conversation
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 week starts only after you and this practice have both signed a page that names the scope and the fee.
Scope, records, and the site
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 on this work. 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. These terms follow Texas law, and a dispute is heard in the courts of Dallas County, Texas.
A note is not an engagement
Sending the form, picking a time, or reading a page does not hire the practice. Hiring happens when the scope and the fee are written down and signed, and not before. Until that page exists, either side can stop.
You keep your records. 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.
Nothing here promises a refund, a loan, or a particular tax outcome. The disclosures page is the longer version of that limit, and it 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.