CPA San AntonioHow a visit becomes an engagement

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

Everything published here is general information for owners. 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 return before you act on it.

Examples on the site are constructed. They are labeled that way. They are not a promise of a result and they are not a person we have served.

The time you book is a conversation. It creates no engagement, no ongoing duty, and no obligation on either side. 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.

Work begins only when both of us sign a written engagement that names the scope and the fee. Anything outside that scope is quoted 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 come back to you.

The work is only as good as what it is built on. You are responsible for complete records, for what is in your own systems, and for the decisions you make. When a figure will not tie, we say so in the same month. A return does not get built on a month that is still open.

The words and pictures on this site belong to the practice. You may read them, print them, and quote them with attribution. 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.

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

Before work starts, the writing names the scope and the fee. A monthly close is a different scope from a year that has to be rebuilt, and the fee should say which one you are buying. Anything outside that writing is quoted before it is done.

You can end the engagement in writing. Fees earned to that date remain, and your records come back. We can end it too, including when the books stay open and you want a return anyway. That refusal is part of these terms, not a surprise saved for April.