Who helps you.

Why this page exists.

You looked for a firm because the books got too far ahead of you. We take the months in order. Steven Palmieri is the Tax CFO on that work, and the call goes to that same person.

The work you get is the file, the close, and a written scope before anything starts. You hear the months and the price before anyone is hired, and you can stop there.

What we actually do with you.

We close the months. We prepare the company return and your return from those months. We talk through the choices that can still land before the year ends. A notice that lists records gets exactly those records gathered, and nothing invented beside them.

We do not give a signed audit, review, or compilation. Payroll stays on a provider you run, and we do not run it. The full limit is on the Disclosures page, said once.

Who stays after the first month.

If a date or a section on these pages is wrong, the footer phone is how we hear about it, and that page gets the correction. The longer account of how a figure is checked sits on Disclosures.

You can read the whole site and decide you do not need anyone yet. That is a fine outcome. If you do want a person on the month, the form is the way to start. The same person stays on the file after the first month.

You will not get a tour. You will get a month that either ties or is still open, said in one sentence. The open items are written down. Whatever the note still lists is the starting point of the month that follows.

The same person answers wherever the file sits. You see a neighborhood on the address. We see the same person on the close, the return, and the year, on either side of the county line. The address changes the notice. It does not change who picks up the month.

If you are comparing names, compare the person who answers in July when a notice arrives. Steven Palmieri is that person for the books, the return, and the year. Anything this practice will not sign is written out on the Disclosures page, and that page is the full version.

One number sits in the footer, and it is the only number these pages publish. There is no second office and no one in between to lose the month. If you call, you are calling the person who will close it.

Looking for a firm is how most owners arrive. What they leave with is a file, a written scope, and one person who stays after the first month.

The same person who closes the books prepares the return and sits with the choices that can still land before the year ends. If a notice arrives in July, that is who answers. You are not handed to someone else after the first month.