You want a name for the person who will actually read the year with you. Steven Palmieri, a Tax CFO and the Entrepreneur's CFO, keeps the books with you and reads the year while the months can still change.
There is no storefront to visit for this work. The books, the close, and the return are prepared on the records you already keep. Every page prints one number, and that number is how the first talk begins. The same practice that takes the call also closes the month.
You will see the same name on the statements we prepare and on the return we draft. Once the bank match is done, that same practice drafts the return, and the file is not handed to someone who never saw the statement. A form on this site reaches the same inbox, and the note should name the month you already trust.
We reconcile, we ask about the odd items, and we lock the month when it agrees. Reports follow. If you want a plan for the rest of the year, that conversation uses those closed months, not a hope about the ones still open.
Owner pay, a possible S election, and the franchise report are ordinary parts of that plan. None of them is a trick. Each one is a form, a date, and a set of books.
Since 1987 the George R. Brown Convention Center has taken the big shows on the east side of downtown, and Texans know that hall when the floor is packed. We enjoy the picture of a full hall. We also ask who is closing the month while the owner is on that floor.
The mark on the home is three bars in the site colors, the practice mark, rather than a borrowed portrait. The clock on this page is the downtown Sweeney clock. The person who answers the phone is Steven Palmieri, the Tax CFO.
A call is a conversation. The practice is hired only by a letter that lists the months, the return, and the fee, with a signature from each side. Until that letter exists, this site has not hired anyone, and a note in a form is not yet a client file.
After the letter, the rhythm is ordinary. We ask for the bank feed or the statements, we close the oldest open month first, and we tell you when a report is safe to hand to a lender who only wants to read. A signed report is still outside the letter, and we say that again if a lender asks.
You will know who is writing, because the same practice that took the call closes the month. We do not pass the file to a rotating group after the letter is signed. If we are slow, you hear why, usually because a statement or a bill is missing. The work starts again the day that piece arrives. You do not have to guess whether the month is moving. The letter names the work.
Say what you want to cover in the first 30 minutes.
You will be talking to the Steven Palmieri practice.