Austin Bookkeeping CompanyHow the first talk goes

Services on this site are provided by Steven Palmieri, Dallas, Texas. Reading these pages does not make you a client. The limits on the disclosures page apply to these terms as well.

The pages are general information about the close, payroll setup, statements, and the return. Rules land on your facts in their own way. Confirm a line that would change a filing before you rely on it.

The first talk is a conversation. It carries no fee. It is not a signed engagement. You may leave it with a clearer name for the problem and no further duty on either side.

Paid work starts only when both sides have signed a written scope and a written fee. A form, a calendar click, or a friendly call does not start that work by itself.

You can rely on the page to describe the work we do and the work we do not sign. You should not rely on a page for the number your own return will show. That number needs your months, your bank, and a preparer looking at them.

Examples on this site, including any trailer or festival week, are shapes. They are not a client's results and they are not a forecast.

Either side may stop before a scope is signed, with no fee and no further duty. After a scope is signed, that writing says how the work ends, what is still owed, and which records you keep.

Records we prepared for you stay available for a reasonable time after the work ends, by a phone request to the footer number. We do not keep a silent copy as a sample for these pages. Figures from a real close never move onto the public site.

A disagreement about a page on this site is handled as a correction, the way the disclosures page describes. A disagreement about a signed scope is handled under that scope, not by editing a marketing sentence.

The calendar is a convenience. If it fails, the phone in the footer reaches the same practice. Messages sent through the form reach the same practice.

We may decline work that is outside the close, the payroll setup, the statements, and the return. The reason will be said in plain words, not buried in a later invoice.