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 on this site is general information for owners. It is not advice about your own numbers, and reading it does not make you a client. Tax and reporting rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.
A call is a conversation
The time offered on this site creates no engagement, no ongoing duty, and no obligation on either side. We will say plainly what we see on the receipt 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 naming the scope and the fee.
Scope and fees
Every engagement is defined in writing before it starts. Fees are quoted for that scope, and 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 are returned to you.
What the work depends on from you
The work is only as good as what it is built on. You are responsible for giving us complete and accurate records, for the accuracy of what is in your own systems, and for the decisions you make. We will tell you when a receipt and the bank do not meet, and we will not build 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 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.
Where this is governed
These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.
Sending a daily receipt for a first look does not by itself create the engagement those courts would be asked about. The receipt shows the items. The letter, when there is one, names the scope.