Before you send the file.

Questions before you hand over a month.

These are the questions owners ask Steven Palmieri, a Tax CFO, before they hand over a month.

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Do I have to visit an office.

No. Your books stay in the file you already keep. A call is enough. If you want to sit together once, you can say so. Nothing on this site pretends there is a reception floor.

What if the books are a mess.

Then the first month is cleanup, priced on its own, and the return waits until the months match the bank. We would rather decline a return built on an open year than guess.

Can you sign an audit.

No. A cover that names an audit, a review, or a compilation sends that signature to a firm that can sign it, and you hear that before the call ends. The close on the months can still stay on this file.

When will I know the price.

After we know the file. Transactions, open accounts, payroll setup, how far behind you are, and whether the return is included. We say the number before you commit. A price printed for someone else's file would be a guess, so this page prints none.

What happens after I send a note.

You hear back on a working day, or the next one. Nothing here counts down. When the file needs a different kind of help, the reply says so in plain words. If a short call is enough, the calendar is on the booking page.

Bring the month that is on your mind. A perfect file is not the ticket in.

Owners in the city and just past the line both call. The address still matters, because the county on an appraisal notice follows the address, not the habit of naming the city.

Have the last month you trust, the bank you actually use, and the question that brought you here. If the file is in a box, say that. Cleanup starts from whatever is true.

You hear a question in ordinary words. We hear which month you trust, and who closes the next one. A messy month is a complete question. We would rather start from that month than from a tidy story that the bank will not support.

If someone already keeps the day to day, we can work from what they send, or we can take the close ourselves. Neither return is prepared while the months and the bank still disagree. A second set of books is the tangle this page is trying to avoid.

If you only need this year, the work can be the cleanup and the return, and the monthly close can wait. We will say which of those the file actually needs. You do not have to buy a year of help to get one year closed.

A messy month is a complete question. You can send it as it is. Say the month you do not trust, the bank you actually use, and whether a lender or a buyer is waiting. We will tell you if a short call is enough or if the cleanup has to come first.

Send the question you still have.

If it is not on this page, write it. We will answer in plain words.

Steven Palmieri, Tax CFO

You will be talking to the Steven Palmieri practice.

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