Bring the quote, even if it is only a sentence about hours. The call is a Tax CFO meeting, and there is no clock on the choice.
You will be talking to the Steven Palmieri practice. We will look at whether the meetings fit, and whether anything in the quote belongs at another desk.
If a calendar is the wrong tool today, the phone number in the footer reaches the same person.
The calendar for this site is being set up. Until it is live, the phone number in the footer reaches the same desk and the form on any page reaches the same inbox.
Naming a meeting and giving it a job is ordinary work, and nothing about it comes with a CPA license, which this desk does not hold. Audits, reviews, compilations and assurance reports stay with a firm that does hold one, and if a quote you were given promised any of those, you'll hear so before a month is discussed. Setting payroll up on a provider you own is part of the job; pressing the button each period is yours. The fuller wording sits on the disclosures page.
Source. The Texas rules on who may hold out as a public accountant, and on what a report may say, are Occupations Code 901.451, 901.453 and 901.456. Read 29 September 2026 at statutes.capitol.texas.gov.