Who these terms are with.
Services on this site are provided by Steven Palmieri, Dallas, Texas. Using this site means you accept what is on 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.
Everything published here is general information for an owner who is holding company papers. It is not advice about your own numbers, and opening it does not make you a client. Rules change and they land differently on different facts, so confirm anything that matters for your return before you act on it.
A short call is a conversation.
A 30-minute call on the calendar creates no engagement, no ongoing duty, and no obligation on either side. We will say what the letter file supports 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.
Scope and fees.
Every engagement is defined in writing before it starts. Fees are quoted for that scope. Anything outside it 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.
What the work needs from you.
The work is only as good as the sheets 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 say when something does not tie, and we will not build a return 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. You may look at 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.
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.
Effective 11 October 2026.
The booking page and the forms.
The booking page shows a button and an empty frame. The frame receives a calendar only after you press that button. Pressing it is a request for a conversation, not a signed engagement. A form on any other page is the same kind of request. It carries the name, the phone, the email if the form asks for one, and the note you type. Submitting a form does not reserve a fee and does not start the work.
You agree that the pages are general information about which federal report follows a letter file. You will confirm anything that matters for your own return before you act on it. You will not send account numbers, government identification numbers, or full copies of a return through the public form. Those belong in a channel we name after the conversation, if we both decide to go on.
Links and the end of a visit.
A link to the practice hub appears once, on the disclosures page. Other links stay inside this site. We are not responsible for a site we do not publish, and we do not frame someone else's site as if it were ours. The calendar, once opened, is a Microsoft page inside the frame, and its own terms apply to that booking.
Either of us may stop a conversation before an engagement exists, with no fee. After an engagement is signed, ending it is done in writing, fees earned to that date remain due, and your records come back. Nothing on this page asks you to accept a renewal, a subscription, or a charge you have not seen in writing.