Bookkeeping Service Dallas How a first talk works
What reading the site means, what the first conversation is, and when a fee starts. Effective 4 October 2026.
Ask about terms
Using the site
Services on this site are provided by Steven Palmieri, Dallas, Texas. Reading a page here does not make you a client. The limits on the Disclosures page travel with these terms.
The pages are general. A tax rule lands differently on different facts, so check anything that would change your return before you rely on it.
A first conversation
The first conversation creates no engagement and no duty on either side. We will say what we see, including when the books do not need help yet. Paid work for a close starts only after both sides sign a written engagement that names the scope and the fee.
The close depends on records you provide. We will say when a month does not tie to the bank. An open month stays off the return until the bank agrees with it.
The pages themselves
The words and the pictures belong to the practice. You may read them and you may quote a line with credit. Republishing the site is not allowed.
A fee starts only from the written engagement, not from this page.
Only the signed engagement sets the fee. The phone call and the form note do not start a bill, and either side may end that talk.
A dispute about these pages belongs in the courts of Dallas County, under Texas law.
What the first talk is not
The half hour is a read of the open months, a yes or no on payroll setup, and a yes or no on whether the return can start. A signed report is not part of that talk, and a bill you have not seen is not part of it either.
A written engagement names the months in scope, whether payroll setup is included, and the fee. Work before that paper is the talk itself. Stopping there leaves both sides where they started.
You may quote a sentence from these pages if you name the site. Copying the pages onto another site, or presenting them as your own instructions, is not allowed.
When these terms change, the date at the top of the page changes with them. An older date means you are looking at the note we have not revised. The phone in the footer is how you ask which sentence moved.
Ask about these terms
Ask about the first talk, the fee, or when the written engagement starts.
You will be talking to the Steven Palmieri practice.