How the pages here are made, what they are held to, what this practice does not do, and who stands behind the site.
Pages on this site are researched from the practice's own work and Texas sources, drafted with software assistance, and reviewed under the practice's editorial standards. If you find an error, tell us and we will fix it.
A figure appears on this site only with the name of whoever published it and the date it was read. Market numbers are attributed to the company that published them rather than presented as ours. Statute and agency facts cite the section or the agency page. A number remembered from somewhere is not a source, and it does not go on the page.
Before a page goes up, three things are checked. Every figure against the source named beside it. Every statement about what is and is not done here against the limits set out below. And every example against the rule that nothing is presented as a client result unless the client has agreed to it in writing and the identifying detail has been removed. The deliverable layouts shown on this site are structure with no client figures printed on them, and they are examples rather than a promise.
A correction is made on the page itself rather than quietly somewhere else, and the date on the page moves when it does. If a figure turns out to be wrong it is corrected or removed, not softened. Tell us by phone and it gets fixed.
This is a tax and CFO practice. Steven Palmieri is not a CPA, and this practice holds no CPA licence. We do not issue audited or reviewed statements. We do not give an opinion on financial statements.
If a lender, an investor, or a contract asks for an audit, a review, or a compilation, we say so on the first call. That part is pointed to a licensed firm.
We can set payroll up on a payroll company that you run. We do not process payroll here. We do not represent taxpayers in an examination or an appeal. If one arrives, we can pull the records and help answer a document request.
Texas lets a person without a licence prepare tax returns, do management advisory work, and prepare financial statements that do not carry a report. Audits, reviews, compilations, and any report that expresses assurance stay with people who hold the licence.
Texas Occupations Code sections 901.451, 901.453, and 901.456.
We will not take the monthly work if the books are not closed. We clean that up first, or we decline. We say which one before you commit to anything.
Services on this site are provided by Steven Palmieri, Dallas, Texas. The phone number is +1 844-324-7273 and it is in the footer of every page. The same person who would read your month with you is the person who prepares the return the year lands on.
No street address and no email address is published on this site. Nothing in the structured data on these pages says anything that is not visible on the page itself.
This site is one of a family published by the same practice, each one named for what the visitor was looking for, so an owner with a late return and an owner who wants monthly help each land somewhere written for them rather than on one page trying to be both. The same person, the same phone number and the same practice stand behind every one of them, and the hub is stevenpalmieri.com. That is the only link from this site to the practice hub, and there is no link from here to any sibling site.