Business Tax Advisor Houston. Terms
What these pages are for, what the first phone call does not create, and the signature that starts the work.
The agreement
Services on this site are provided by Steven Palmieri, Dallas, Texas. You can finish every page here and still be only a reader. A client relationship starts later, on a signed page.
Using this site includes the limits written on the Disclosures page.
A first call
The first phone call creates neither a duty that continues nor a fee. Nothing is started until a written engagement, signed by both sides, has named the scope and the price. When either side wants that signed work to stop, a short written note is enough to end it. When the engagement ends, the records you handed over are sent back.
What the pages are
An owner working in Houston can read these pages as general information. They do not name what belongs on your own file. The same rule can land two ways once the facts change, so anything headed for a return should be checked against the file.
Texas law governs these terms. If a dispute grows out of the pages, it is filed in a court in Dallas County, Texas.
Reading these pages
These pages show an owner how a month in the city is closed and how the return is built from those closed months. They do not become your return, and opening them does not start an engagement. A rule can apply one way on one file and another way on the next. Check the file before you rely on a sentence here.
Price and the signed page
No fee starts on the first call. We can say the file needs nothing from us yet, and that answer is complete. Scope and price exist only on a page both sides sign. Work past that scope gets its own price first. If the signed work stops, fees for the work already done remain, and your records are sent back.
Records you keep
You keep the duty to hand over complete records, to stand behind the numbers in your own software, and to make the decisions. When a deposit and the bank disagree, we say so. Drafting waits until that month's bank total and the books tell one story.
A shop that takes deposits during the Livestock Show in March, or during the Offshore Technology Conference in early May, still closes those nights inside the month the money arrived. The signed engagement names that close. The engagement names no room in the city, and it names a phone call and a close instead of a storefront.
Using the pages
You can read a page, print it, and quote a sentence if you name this practice. Before these pages are copied onto a second domain, or used to train a model, the practice has to give a written yes that stands apart from any engagement for the books. We correct errors and we keep the site up. A sentence can sit wrong until the next correction, and the host can be unreachable for a short stretch on the same day. Liability that Texas law refuses to waive is left in place. The words on this terms page were last compared with the public sources on 5 October 2026.