IRS S CorpThe terms for this site
The terms this site is used under, what a free call is and is not, and how an engagement actually starts. Effective 29 September 2026.
Who these terms are with
Services on this site are provided by Steven Palmieri, Dallas, Texas. Using this site means you accept what is on this page. What is and is not done in this practice is set out in full on the Disclosures page, and those limits are part of these terms.
What the pages here are, and are not
Everything published on this site is general information for business owners. It is not advice about your own numbers, and reading it does not make you a client. Tax and reporting rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.
A free call is a conversation
The 30-minute call offered on this site creates no engagement, no ongoing duty and no obligation on either side. We will say plainly what we see and what an engagement would involve, including when the honest answer is that you do not need one yet. Paid work waits until both sides sign a written scope that names the fee.
Engagements, scope and fees
Every engagement is defined in writing before it starts. Fees are quoted for that scope, and anything outside it is quoted separately before it is done. Either of us may end an engagement in writing. You remain responsible for fees earned to that date and your records are returned to you.
What the work depends on from you
The work is only as good as what it is built on. You are responsible for giving us complete and accurate records, for the accuracy of what is in your own systems, and for the decisions you make. We will tell you when something does not tie, and we will not build on a month that has not closed.
The site itself
You may freely read the words, layouts, and pictures on this address, and you may print them and quote them if you name the practice. Republishing the site, or using the pages to train a product, needs written permission. The pictures are credited on the credits page.
The site is provided as it is. We keep it accurate and available, and we do not promise it will never be wrong or never be down. Nothing here limits any liability that cannot be limited by law.
Where this is governed
These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.