A short call about where your books stand and what a month would look like run from here. One sentence is enough to open with.
Nothing needs putting together first. Where the books are, what has been worrying you, and what your own town adds to the picture is plenty to work with.
We will go through what a month would actually look like, which parts would stay on your side, and what it would cost. If the thing you need is a signed report on your statements, you hear that here and not after a proposal.
You will be talking to the Steven Palmieri practice.
Where the grid does not appear, the footer number reaches the desk that closes the month without anybody driving over.
Working across miles is ordinary, and distance does not create a CPA credential any more than proximity does. This desk holds none, and it keeps no office in your city. A firm that holds the credential, wherever it sits, still owns audits, reviews and assurance reports, and a video call does not manufacture one. The unshortened wording is kept on the disclosures page.
Source. Texas Occupations Code, sections 901.451 and 901.453, with 901.456 on practice without a license. Read 29 September 2026.