Accounting Firms Dallas.
Privacy.
This page says what we collect, why we keep it, who else sees it, and how to have it removed. Effective 4 October 2026.
See the hold.Who this is from.
Services on this site are provided by Steven Palmieri, Dallas, Texas. A question about what this page holds is answered at the footer phone +1 844-324-7273, by the practice that closes the month. A note about these pages is held the same way whether it comes from a kitchen table or from the shop. You see the question. We see the same hold on that note, and the answer comes from the practice that closes the month.
What you give us.
When you fill in a form on this site we receive what you put in it. The fields that arrive are the name, the email address, a phone number when you type one, the revenue band you chose, the month you said the books were last closed, and the note you wrote in the message box. The form shows every field it sends. There is no hidden extra box and no pre-filled claim about your books.
A time you choose on the booking page is taken by Microsoft Bookings for us, and the name and the time land with the same person who reads the form.
What is collected automatically.
This site records a page view with two random identifiers that your own browser stores, one that lasts and one that ends when you close the tab, together with the page that referred you and any campaign tags in the link you followed. Those identifiers stay on our own server. They are not sent to an ad network. We use them to see which of these pages people finish.
A browser that sends Do Not Track leaves those two identifiers unwritten. We store nothing from that visit.
These pages do not load an advertising pixel, they do not call a visitor identification service, and they do not send the visit to a third party analytics product. The network that delivers these pages is the other company that sees a request, and it keeps the ordinary log a host keeps so it can block abuse and limit how fast a visitor can hit the form.
Why we hold it, and what we never do with it.
To reply to you, to prepare for the call you asked for, to do the work if you engage us, to see which pages are useful, to keep automated submissions out of the form, and to meet ordinary record keeping duties.
Personal information from the form is not sold and is not handed to another company for their ads, and no automated score decides whether we talk to you.
How long, and how to have it removed.
An enquiry is kept for as long as it takes to answer it, and for as long as an engagement and the records behind it require. Ask on the footer phone for an enquiry to be deleted and we delete that enquiry.
You can ask for a list of what the enquiry file contains, and you can ask us to correct a name or a phone number in it. That correction is made by the person who answers the footer phone.
Changes.
If this page changes, the effective date at the top changes with it. When this privacy note changes in a way that matters, the new wording is on this page and the effective date above it moves. We do not post the change on a different site.