CPA Dallas Alternative.Terms for this site.

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 is and is not done at this practice is set out on the disclosures page, and those limits are part of these terms.

What the pages are

Everything published here is general information for an owner. It is not advice about your own numbers. Opening these pages does not start a client relationship. Tax and reporting rules change, and they land differently on different facts, so confirm anything that matters for your return before you act on it.

A call of 30 minutes 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 that names the scope and the fee.

Scope, fees, and ending the work

Every engagement is defined in writing before it starts. Fees are quoted for that scope. Anything outside it is quoted separately before it is done. Either of us may end the work 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 match the bank, 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 them, print them, and quote them with attribution. You may not republish the site, and you may not use it to train a product, without written permission.

The site is provided as it is. We keep it accurate and we keep it available. We do not promise it will never be wrong or never be down. Nothing here limits any liability that cannot be limited by law.

Notes, pictures, and a signed scope

A form on this site is a note, not a contract. The fields ask for a name, a phone, and a short description of a month or a date. Sending them asks for a reply. It does not set a fee and it does not reserve the work.

Photographs here show places and ordinary objects. They are not a client's shop and they are not a result. The credits page names the photographer and the license for each one.

If a sentence on these pages and a sentence in a signed engagement ever disagree, the signed engagement governs the work. These pages stay general.

Where this is governed

These terms are governed by the law of the State of Texas. A dispute belongs in the courts of Dallas County, Texas.

Naming the 20th or a May report day in a note does not start the work. A signed scope still has to name the months.