You do not need to drive anywhere to find out if the date is covered. The virtual work is the close itself. Steven Palmieri ties the month to the bank from the records you share, then the return uses those months, and payday stays on the provider you already run. This page does not ask you to drive, because the records can move and the close still happens where you already are.
A first call is a conversation about where the books stand, which filings are open, and whether an engagement makes sense. A first conversation about an open filing does not start an engagement. It does not start a duty to file anything. If the books are current and the next date already has a name beside it, we will say the call can end there.
You can take the call from the shop, from home, or from a job site. We do not ask you to come in for the introduction, and we will not pretend there is an office in Houston to visit. The records move. The people do not have to.
What we ask you to have nearby is simple. The last month you trust, the name of the software the books live in, and the filing that is making you uneasy. If you have none of those, say so. A blank start is a real start. A blank month is more useful here than a tidy story that hides which filing is open.
We close a month by tying the bank, the cards, and the loan balances to the ledger. None of that requires us to stand in the room. It requires access you control, and a login that stays yours. We do not ask you to hand over the only copy of anything.
Payroll setup is a provider you then run. We can set the provider up, line up the accounts, and watch the filings that come back, all without a visit. Payday stays with you. We do not sit between you and your people on payday.
The return we prepare uses only months that have already been closed and labeled. When those months live in your software, we prepare the return from them. You review it where you are. You sign it where you are. The file does not need a conference table.
Notices get read the same way. You send the letter or the download. We read what it actually says, we tell you in plain words, and we pull the records that answer it. An examination stays outside this engagement, and the file we prepare is the records the notice asks to see. We prepare the file so the notice can be answered.
Somebody on your side still has to know what a deposit was. We can ask, and we can wait, and we cannot invent the answer from a bank description that says transfer. The virtual part fails only when the questions go unanswered for months. We will not let them sit that long without saying so.
A count of inventory, a look at a job site, or a conversation with a lender who wants to see the space is your work or a specialist's work. We will tell you when a number depends on something we cannot see from the records. We will not pretend a photo of a warehouse is a count.
Every Texan can appreciate skipping a drive across town. We like that too, and then we get back to the month that is open. The point of staying virtual is a closed month, not a mood.
Both sides sign a written engagement that names the filings in scope and the fee, and that signature is when paid work on those filings begins. A call is not that signature. A form on this site is not that signature. Either side can decide not to go ahead, and the records you sent for the call come back to you.
Price depends on how far behind the books are, how many entities you have, and whether payroll setup is in the first month. We do not print an average on this page. You hear a number after we have seen the last month you trust.
You meet the books and the return in one engagement. Once the bank tie for the month is done, the return is built from that month. You are not introducing yourself twice. On a virtual close, Steven Palmieri works as a Tax CFO, the Entrepreneur's CFO, and the dates for owners in Houston stay on that same calendar. The footer number reaches the people who keep the books and prepare the return.
If a lender asks for an audit, a review, or a compilation, we stop and say so. That signature is not ours to give. The rest of the work, the books and the return and the monthly read, is the work we came to do, and it does not need a drive.
Say where the books stand and which filing is open. A drive is not required.
This note comes straight to the people who keep these filings.