Books, payroll setup, the return
Certified Public Accountant Dallas Alternative
We keep the books, set up payroll, and prepare the return. Steven Palmieri is the Tax CFO.
The month closed, then the return.
Steven Palmieri keeps the month and the return.
Steven Palmieri is a Tax CFO. We close the month, set payroll up on your service, and prepare the return from months that already match the bank.
When the paper a lender or a buyer asked for needs a licensed signature, that signature is not ours, and you hear it before anyone offers you a time.
How the first call works
- Name the open monthThe last month you trusted, and whether payday is already running.
- See the workCash matched first, payday left on your service, and the return only after both exist.
- Pick a timeSteven Palmieri on a screen share. The form takes a name and a phone, then it stops.
Cash first, then the return
Before any form is drafted, the bank balance and the books have to show the same cash. Wages keep running in the payroll service already on your account. The return is written from that finished year, and only once the cash agrees.
If a lender asked for a report with a licensed signature, that is the first thing said, ahead of any comfortable sentence about the books.
Start againQuestions people ask first
Who prepares the federal return?
A preparer with a PTIN may prepare it. Steven Palmieri is the Tax CFO on the monthly work and on that return.
Why did the last person appear only in April?
Because the engagement was a filing, not a year. The months were never the product.
What should I bring?
The worry, and the last return if you have it. The month is what we will ask to see.
Do you take over payday?
No. We set payroll up on the service you already use, and you still approve each run.
What does the first month include?
The opening month matches cash to the bank, names the months still sitting open, and leaves wages in the payroll service already on the account. April's draft does not start until you have pointed at one cash figure and the statement from the bank shows that same figure. A fee is named once those open months have been looked at with you. Filling in your name here only asks for a slot. The monthly work begins when both sides agree to it.
Can the first conversation be a video call?
Yes. After the form you choose a slot, and Steven Palmieri meets you on video. The form creates no engagement, and nothing keeps running unless you ask for the monthly work.