Business Tax Advisor Houston. Disclosures
Who puts this site up, how a page is checked before it stays, and which signature work is handed to another firm.
How the pages are made
These pages come from notes this practice keeps on a monthly close, on the return that follows, and on the year still open. A draft may begin in software. Before a page stays up, a person at this practice reads it through. If a sentence is off, call the number printed along the bottom and point at it. We take that sentence down and put the corrected one in its place.
A figure appears on a page only after the practice notes name the public source it came from. No page offers those figures as something a client achieved. The layouts show a shape of the work, and they promise no outcome.
What is not done here.
Keeping the books, preparing the return, and talking through the year are the work Steven Palmieri does on these pages as a Tax CFO. Said once, and only in this section, Steven Palmieri is not a CPA, and the practice behind these pages holds no CPA license. A letter that states an opinion, a letter that states a review, and a letter that states a compilation are signed by a firm the rules allow to sign them. That signature is the piece that leaves this practice. Before a month is opened, we say so, and we hand that signature to the firm that can give it.
Payday that already runs at another company can stay at that company. The login those checks already use can be lined up on this file. The pay run itself is not performed here. If an agency writes, you remain the person the letter is addressed to. When the letter asks for bank pages, the reply is taken from statements already saved on the file.
Texas allows a person who holds no license to prepare the books, to prepare the return, and to prepare statements that carry no report. Work the statute holds back for a license holder stays with the people who hold that license.
Who stands behind the site
Services on this site are provided by Steven Palmieri, Dallas, Texas. Reach that practice at +1 844-324-7273.
Steven Palmieri is the one on the phone, the one who closes the month, and the one who prepares the return. This site prints no street address, and there is no room to visit.
The hub that lists the rest of the practice sits at stevenpalmieri.com.
Where a number on these pages comes from
The sales tax pieces on the dates page are the Comptroller split for a sale inside the city. That table totals 8.25 percent because the state keeps 6.25, the city keeps 1, and Houston METRO keeps 1. Harris County adding no county sales tax is that same public table. The Livestock Show stretch of March 2 through March 21 in 2027 is the show's own published run. The Offshore Technology Conference coming back in early May, as it has since 1969, is the conference's own history.
If a later reading of those public pages disagrees with a sentence here, the sentence on this site is replaced so it matches the public page. A number with no public page beside it is left off.
How a mistake on a page is handled
Phone the footer number and point at the sentence. The practice compares that sentence with the public page it came from, then replaces the sentence on this site. The earlier wording does not remain beside a softer one. This disclosures page was last read on 5 October 2026. The small data block in the page head repeats only facts that are also written in the sentences above.
Open months
A monthly close here begins with a month the bank can still support. When several months are open, those months are finished before a return is drafted from them, or the call ends by naming the file as the wrong shape. That choice is spoken before any work is put on a calendar.
In October the year is still open enough for those choices to be made. Owner compensation, a truck, and a slow quarter can still be decided then. Once December has been put away, the same items are only a record of a year that ended.
Other sites, same practice
Steven Palmieri publishes more than this one site. Each site has its own pages. The phone number and the person who answers it do not change from one site to the next. Someone who arrived looking for a tax advisor in Houston is reading the site meant for the books, the return, and a plan for the year.
Dates named on the dates page
The appraisal notice from HCAD goes out in April, and a written protest can still be filed in May. Franchise tax, for the entities that owe it, lands in May as well. Atlantic hurricane season runs 1 June through 30 November, so a shop along Buffalo Bayou wants the prior month already closed before a hard week. An Astros night at Daikin Park and a Rockets night at Toyota Center can lift a restaurant's deposits, and those nights still close inside the month the card batch settled. A quiet Tuesday on the same street closes on that same rule.
Shipley Do-Nuts on the Northside, Ninfa's on Navigation, the Heights, Montrose, Hermann Park, the Texas Medical Center, and the Katy Freeway are named because owners already know them. None of those names means the practice keeps a room beside them. We are all Texans about those places, and the close still happens on a phone call rather than in a room.