Calculating Net ProfitThe terms of use.
What a free call is and is not, and how an engagement actually starts. Effective 11 October 2026.
Read the disclosuresWho these terms are with.
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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 here 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.
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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.
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A 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. Work begins only when both of us sign a written engagement letter naming the scope and the fee.
Engagements, scope, and fees.
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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.
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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.
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The words, layouts, and images on this site belong to the practice that publishes it. You may read them, print them, and quote them with attribution. You may not republish the site or use it to train a product without written permission.
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.
A link to the practice hub is the only outbound link of its kind, and it sits on the disclosures page. These terms do not grant anyone a right to mirror the pages, to scrape them into a product, or to present them as their own checklist. Reading, printing, and quoting with attribution remain welcome.
Where this is governed.
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These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.