A Tax CFO reads your return and writes your plan. Then twenty minutes on a call to walk it. Free, with nothing to sign.
Tell us where to reach you. Next you pick a twenty minute time, then send the return.
Business and personal, if you file both. Steven Palmieri reads it before you talk, so nobody asks you to explain it from memory.
What the return shows about how the year was run, what planning would have changed, and what is still open before December. The math is shown.
On a call at a time you pick. You keep the plan whether or not you hire us, and there is nothing to sign.
Steven Palmieri runs a Tax CFO practice in Dallas, Texas, and works with owners across the country. The practice plans the year, prepares the business and personal returns, keeps the books closed every month, and does the CFO work around them.
Steven Palmieri is not a CPA and this is not a CPA firm. We do not do audits, reviews or attestation work.
A bad tax person never shows up as a line item on an invoice. The cost arrives later, as a larger number next April or as a letter you have to answer by yourself. Twenty minutes on last year's return is usually enough to tell which one you are heading for.
A return prepared from the folder you dropped off is a transcription of a year that has already ended. Nobody asked you a question in June, nobody called in October, and the person who filed it has no reason to think about your file again until you turn up next spring with another folder.
Somebody quotes $15,000, walks you through a deck, and hands you a document you are expected to carry out on your own. Whatever you never got around to is usually the part that would have moved the number, and nobody was keeping track of which part that was.
A return put together quickly by someone who never asked you anything is the kind that draws a notice, and the notice is addressed to you. Nobody can promise the IRS stays quiet. What twenty minutes can tell you is whether your numbers trace back to books that would hold up, and whether you would be reading that letter alone.
Yes. You send the return, we write the plan and walk you through it in twenty minutes. You keep it whether or not you hire us, and there is nothing to sign. If you want help carrying it out, you hear what the monthly work costs on the same call.
Nobody honest answers that before reading your return. What is true is that most of a bill is decided during the year, by choices about entity, payroll, timing and what actually gets recorded, and those choices are rarely the ones people guess at. Twenty minutes on last year's return tells you which of them were left on autopilot and which are still live for this year. If it turns out your year was handled well and there is little left to move, you get told that too.
We do, and the return is prepared in house rather than passed to a seasonal preparer who will never see your file again. Steven Palmieri reviews it before it is signed and sent, and the same team is still reachable in September when there is something to act on.
Part of it, yes. A closed year is finished, and what we find in last year's return becomes information rather than a refund. The stretch between today and the last day of December is the part still open, and that is where entity choice, payroll setup, timing and retirement decisions still have room to move. April is where you find out what happened. Autumn is where you decide what happens. That is the reason to spend twenty minutes now instead of after the next filing.
You send last year's return ahead of time, plus read-only access to the books if you have it, and Steven Palmieri reads both before you talk. In the twenty minutes you get what the return shows about how the year was run, what planning would have changed, whether the books are solid enough to plan from at all, and a list of what is still open before December. Then you hear the monthly number with the tax plan inside it. No charge and nothing to sign.
No, and most people on these calls are current on everything. We do not take collection or debt cases and we do not represent anyone in an audit or an appeal. This is for an owner writing large checks every quarter who has never had anybody plan the year that produces them. If that does not describe you, twenty minutes makes it clear quickly and costs you nothing.