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Who these terms are with

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

Services on this site are provided by Steven Palmieri, Dallas, Texas. Using this site means you accept what is on this page.

What the pages are

These pages talk about reading three reports in general. They are not a reading of your company, and opening them does not start an engagement. Tax and reporting rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.

A free call is a conversation

The twenty minutes 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 letter naming the scope and the fee.

Engagements, scope, and fees

Every engagement is defined in writing before it starts. Fees are quoted for that scope, and anything outside it is quoted separately before it is done. Either of us may end an engagement 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 tie, 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. Readers may read these pages, print them, and quote them with credit. You may not republish the site or use it to train a product without written permission.

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

Where this is governed

These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas. Effective 29 September 2026.