Bookkeeper QuickBooks ProAdvisorWhat the form holds
What you type, what the browser stores, and how to have a note removed. Effective 11 October 2026.
Read the termsWho this is from
Services on this site are provided by Steven Palmieri, Dallas, Texas. Questions about this page go to +1 844-324-7273.
What you give us
When you fill in a form on this site we receive the fields you can see. Your name, your phone number, your email address if you type one, the size band you pick, when a month last agreed with the bank, and the sentence you write about the file. There is no hidden field and no extra question tucked under the button.
If you open the calendar and pick a time, Microsoft Bookings takes the booking details on our behalf and they reach the same practice. The calendar frame does not load until you ask for it.
What is collected automatically
This site records a page view with two random identifiers that your own browser stores, one that lasts and one that ends when you close the tab, together with the page that referred you and any campaign tags in the link you followed. It is first party. It goes to our own server. It exists so we can tell which pages are worth keeping.
If your browser sends Do Not Track, none of that page view is recorded.
There is no advertising pixel on this site, no visitor identification service, and no third party analytics. The network that delivers the pages logs ordinary request information for security and rate limiting. That log is not a profile of your company.
Why we hold it, and what we never do with it
We hold a note so we can reply, so we can prepare for the call you asked for, so we can do the work if you engage us, so we can see which pages help, so automated submissions stay out of the form, and so ordinary record keeping is possible.
We do not sell personal information. We do not share it for anyone else's advertising. No decision about you is made by a machine reading the form.
How long, and how to have it removed
An enquiry is kept for as long as it takes to answer it, and for as long as an engagement and the records behind it require. If you would rather we did not keep it, say so on the phone and it goes.
You can also ask what we hold and ask for a correction. The same phone number reaches the person who can do that.
Changes
If this page changes, the date at the top changes with it. A material change is made on the page rather than announced somewhere else.
The booking page and the forms are the only places that ask you for anything. A page view, when your browser allows it, is the random identifiers described above. We do not build a profile of the company from the pages you opened.
The calendar company and the chat
The calendar is a Microsoft Bookings page that we open only after you ask for it. Until that moment the frame has no address loaded, so the booking company does not see the visit. When you do open it, that company receives the time you pick and the details its own form asks for, and those details come back to this practice.
The chat chip on the lower left is our own widget. A note you type there reaches the same practice as the form. We do not sell that note, and we do not use it to follow you onto other sites. If you would rather talk by phone, the number in the footer is enough. You do not have to use the chip.
We do not ask for a Social Security number, a bank login, or a password on this website. Those belong in a signed engagement, on a channel we name in the letter, and never in a public form. If a page ever asks for them, treat that as a mistake and call before you type.