Bring the proposal if you have one. The meeting is with a Tax CFO, and you can decide later if you want it.
You will be talking to the Steven Palmieri practice. One row. Whether this desk should do it. Whether a signature is hiding in the request.
The phone in the footer is the same person if the calendar is down.
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.
Pointing at a single finance service and doing it well is ordinary advisory work, and no CPA license sits behind it here. If the thing you actually need signed is an audit, a review, a compilation or an assurance report, that gets named on the first call and pointed at a firm that holds the license. The same goes for standing in front of the IRS on your behalf. Payroll gets set up on a provider you own rather than run from this desk. The rest of the limit is written on the disclosures page.
Source. Who may practice public accountancy in Texas, and what a report is allowed to claim, are set by Occupations Code 901.451, 901.453 and 901.456, read 29 September 2026 at statutes.capitol.texas.gov.