Bookkeeper QuickBooks ProAdvisorHow a call becomes work

Who these terms are with

Services on this site are provided by Steven Palmieri, Dallas, Texas. Using this site means you accept this page. What is and is not done here is set out on the Disclosures page, and those limits are part of these terms.

What the pages are for

Everything published here is general information for an owner. Reading it does not make you a client, and it does not apply a rule to your own numbers. Tax and reporting rules change, and they land differently on different facts, so confirm anything that matters for your return before you rely on a sentence you found here.

A free call is a conversation

A call offered on this site 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 letter that names the scope and the fee.

Scope and fees

Every engagement is defined in writing before it starts. The fee is quoted for that scope. 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 come back to you.

What the work needs from you

The work is only as good as the records it is built on. You are responsible for complete records, for what is in your own systems, and for the decisions you make. We will tell you when a month does not agree with the bank, and we will not build a return on a month that is still moving.

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 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 the law does not allow us to limit.

A link to the practice hub is the only outbound link of its kind, and it sits on the disclosures page. These terms do not grant a right to mirror the pages, to scrape them into a product, or to present them as someone else's checklist.

What a message on this site is

A form, a chat note, and a time picked on the calendar are all requests for a conversation. None of them is an engagement letter. None of them moves a deadline, files a form, or authorizes us to contact a bank or a payroll company on your behalf. That authority, when you want it, is written into the letter both sides sign.

We may decline a request. The usual reasons are a report that needs a signature we do not put on paper, a payday you want us to run for you, or a file that is not yet ready for a conversation. Declining is not a judgment of the company. It is the boundary on the disclosures page, applied to the note you sent.

Quotes on these pages stay general. A fee for your file is said on the call or in the letter, after we have seen the month. A number you read here is not a quote, because these pages do not print one.

Where a dispute is heard

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

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