Who does the work
.Steven Palmieri leads this practice as Tax CFO. Entrepreneur's CFO is printed on the same work, and the second name does not add a second practice. The months get tied, payroll stays on the system you already pay people from, and the return waits until the bank agrees.
We speak as the practice. A note you send is read by the people who do this work. Dial the number printed under every page and the people who read the note are the ones who answer.
Picking a time does not open a room beside the shop, and the records stay with the practice that prepares the return.
Closing the tab leaves you exactly where you were, with no engagement and no duty on either side. A form asks for a talk. Work begins only after both sides have signed a letter naming scope and fee.
What a first call covers
.Bring the last month you trust, a sense of whether payroll is already on a provider, and the question you actually have. A date that is coming up is enough of a reason.
On that call we describe what we see and what a scope would cover. Sometimes the straight answer is that a scope can wait.
The fee is written in the scope letter after we have seen which months are still open, and this page never posts that number. Catching up the open months is priced from the count of those months. Once the bank feed is live, each later monthly tie is priced on its own line in that same letter.
The home proof tile names Steven Palmieri beside a photograph of the San Jacinto Monument at sunset and the practice mark. The frame above this article is a portrait of Steven Palmieri, and that portrait is not a room where the books are kept. A shared screen is how the month gets read, you on your side of the call and the practice on its side.
The month you already trust
.The note on this page asks which month you already trust. A walk somewhere else is not a claim that we work from a room there. The call is by phone or by video, and the books stay with the practice that prepares the return.
The monument on the proof tile is the one place these pages name as a place. That place is not an office and not a list of rooms.
If you want the limit on what we will not sign, read the disclosures before the call.
