Steven Palmieri, a Tax CFO and the Entrepreneur's CFO, answers in plain words, and we will say when a signed report belongs with a firm that can sign it.
Ask a questionBring the question the quote skipped. We will answer it in plain words, including when a signature belongs somewhere else.
You will be talking to the Steven Palmieri practice.
The asks
A Saturday at the University of Houston, and a plate from Shipley's on the Northside, still has to be in the books. A campus Saturday and a quiet week both close from those same books.
When an owner says they want a tax accountant in Houston, they usually mean the books, the return, a person who answers in July, and help deciding the year. Sometimes they mean a signed report. Those are different asks.
Read from the other end, the short reserved list is agreed procedures, examinations of prospective financials, compilations, reviews, and audits, plus any report that assures a reader about the financial statements. That work is handed to a firm able to sign it. A name that may sign that report is a different fact from the person who still answers in July, and we say which fact you are asking about.
The long list is the work on this site. The questions before you sign. The return after a close. The dates that apply in the city. Payday set up on your provider, not processed here. A handoff that includes the election and the prior return. If you need the short list, we point you outward. If you need the long list, these pages describe that work.
Bring the question you did not want to ask the person who wrote the quote.
If the answer is that a signature belongs somewhere else, we will say that too.
Can the month still be open. Yes. Closing it comes before the return. Who runs payday. You do, on the provider you already have. We will name the accounts on that screen once. Your office runs payday after that.
Is this a loan. No. Nothing here promises a tax result. Will we print a preparer number on this site. No. Ask to see it on a call if you want it. Does an address in the city change the state lookup. No. The check is statewide, which is why the work can happen on a call.
A federal preparer number proves a person may prepare a federal return. It never prints the city sales tax and it never prints Houston METRO, because those rows live inside the deposit.
Before any fee is discussed we point at three sections of the Texas Occupations Code, 901.451, 901.453, and 901.456, because those sections say who may sign a report. Read the disclosures page when you want every sentence of that limit, because this answer only points at it. We want that map read before a fee is on the table, and the first call says whether you are asking about a signature or about who still answers in July.
If every proposal fails that check, the books, the return, and the year are still in front of you. That is the talk. You can also read the site and hire nobody.
Once you want a monthly rhythm, each month ends with the bank matched, a short note, and one decision you still have time to make. October is when owner pay can still be set. April is too late for that choice.
Businesses hire a CFO to sit with the owner when the year is decided. A license on the team is a different fact. The proof is how companies staff the work. The reserved signatures stay respected, and they stay with the people who can sign them.
Ask who answers, what the election says, who runs payday, or what a proposal line means. The answer comes back in plain words.
You will be talking to the Steven Palmieri practice.