CPA Experts Houston AlternativeClean books and a finished return
Your trade has a season, and your books should show it. Steven Palmieri, the Tax CFO owners call the Entrepreneur's CFO, closes the month with you and prepares the return from months the bank already agrees with.
Ask about the books
Name the trade and leave a phone.
You will be talking to the Steven Palmieri practice.
The Tax CFO way inside your trade
An expert in your trade is not the same as an expert in April. The CPA counts the year after it is over. The Tax CFO sits inside the season, closes each month while the jobs are still open, and decides what the next quarter should look like. For a crew, a clinic or a port business, that is the expertise that changes the bill.
Name the trade
The books start from what the business did this month.
Click to see trade ›Tap to see trade ›
The return follows
The tax return comes from months the bank already agrees with.
Click to see return ›Tap to see return ›
Payroll setup
Payroll setup lands on a provider you still run. The pay date after that setup is one you press yourself.
Click to see payroll ›Tap to see payroll ›
The dates
Sales tax, the franchise report, and the property list each have a month.
Click to see dates ›Tap to see dates ›
Your question
A short answer sits on the page. The longer one happens on a call.
Click to see answers ›Tap to see answers ›
Who answers
Steven Palmieri answers, and the close, the payroll setup and the return stay in one conversation.
Click to meet Steven ›Tap to meet Steven ›
What the letter is asking
Tap the notice that matches the paper in your hand. The lines under it name the next step we would take on that notice.
1Sales tax on the address
Sales tax on the address
On a city address in Harris County the combined sales tax is 8.25 percent. The state keeps 6.25, the city keeps 1, and the transit authority keeps 1. We tie that month to the bank before the report goes out.
Bring the address the notice names and the month it covers.
2Franchise report in May
Franchise report in May
The Texas franchise report is due in May for a clinic and for a company that moves freight. Being under the no tax line does not skip the report. Figures on that report are taken from months the bank already matches.
Send the prior report if you have it and the last month you trust.
3Payroll before payday
Payroll before payday
Payroll setup on this practice puts the provider in your name. The people, the rate, and the tax accounts have to exist before the first pay. After the first pay has gone out, the pay date lives on the provider account in your name. We set the accounts up and we do not cut the checks.
Bring the list of people and the first date you will pay them.
4Statements the bank wants
Statements the bank wants
A bank asks for financial statements and the reconciliations behind them. Those statements are built only from months whose deposits already match. An open stack is not a statement.
Tell us the newest month you will stand behind as closed.
5A cover needing a signature
A cover needing a signature
Some covers ask for a signature this practice does not give. We can still clean the books so the months are closed before anyone else is asked to sign.
Say which cover was requested and the books work can start beside it.
6July still gets an answer
July still gets an answer
July is when an owner finds out whether anyone still answers after the return was filed. We still answer, because the same work covers the close and the return.
Call the footer number and name the month that is still open.
From Steven Palmieri
A Tax CFO for the books and the return
Steven Palmieri answers as a Tax CFO and the Entrepreneur's CFO. We keep the close, payroll setup, and the tax return in that one conversation.
Tell us the trade and the last month you trust, and we will say what the books need next.
Based in Dallas, we meet Houston owners by video.
Start with the month
One sentence about the books is enough to start.
You will be talking to the Steven Palmieri practice.
What you actually get
The month you just lived should tie to the bank, with payroll setup in place and the tax return waiting on those closed months. We stay on that month with you until every deposit agrees with the bank. Payroll setup, the books, and the return are done with Steven Palmieri.
Help with the books is what brought you here. What you get is the monthly close, reconciliations to the bank, financial statements and reports, payroll set up on a provider you run, and the tax return prepared from those closed months. Clean numbers are the point. A plan for the year sits on top of that, while there is still time to choose.
We clean the months that are already behind until the bank and the books tell the same story. The month you are living gets closed on a rhythm you can name. We talk through the year while a choice can still change the return, instead of waiting until that return is the only page left.
Places we can all appreciate
Allen's Landing, where Buffalo Bayou meets White Oak Bayou, is marked as the birthplace of the city. We are all Texans, and we can enjoy that bend in the bayou as much as you do. When you see the park, you see the founding spot. We see a lunch nearby and still ask whether that month was tied to the bank.
Frenchy's has sold Louisiana Creole food in the city since 1969. We can all appreciate a line for that plate. You see Friday night. We see whether the week's deposits hit the same account the books expect.
The Rockets play at Toyota Center. A home week changes the traffic. We still ask whether payday was set up on a provider you run before the crew was paid.
The Atlantic season the National Hurricane Center publishes runs from June 1 through November 30. We can all watch the forecast. We also close the month a storm moves, because the deposits still have to match.
Where the rest of this is written
The tiles above go to the trade, the return, payroll setup, the dates, the questions, and the person who answers. Longer pages sit under those. A field crew, a clinic group, and freight that crosses a state line each get their own page, because the books look different when the work does. Each tile opens one page, and that page keeps the full article rather than a shorter copy of this card.
Audit, review, and compilation are the three items that leave for a firm allowed to sign them. Look on the disclosures page when you want that limit, because the other pages do not repeat it. Everything else you came for is the work on this site.