CPA Firms Houston Now Alternative What this site collects

Who this is from.

Services on this site are provided by Steven Palmieri, Dallas, Texas. The phone for a question about this privacy page is +1 844-324-7273. Effective 5 October 2026.

What you give us

When you fill in a form we receive what you put in it. Your name, your email address, your phone number, the revenue band you picked, how current the books are, and the note you wrote. Nothing else on the form is hidden. There is no field you cannot see.

If you pick a time on the booking page, the calendar provider takes the booking details on our behalf and they reach this practice. The calendar frame does not take focus when the page loads.

We use what you send to answer you, to prepare for the call you asked for, and to do the work if you engage us. We do not sell personal information. We do not hand your note to anyone who wants it for advertising. A person at this practice reads what you send before anyone decides whether to take the work.

What is collected automatically

This site records a page view with two random identifiers that your browser stores, one that lasts and one that ends when you close the tab, plus the page that referred you and any campaign tags in the link. It is first party. It stays on our server. It exists so we can see which pages are worth keeping.

If your browser is set to Do Not Track, none of that is recorded. This site does not run an ad pixel, a visitor-identification script, or a third party analytics tool. The network that delivers the pages logs ordinary request information for security and rate limiting.

An enquiry is kept long enough to answer it, and longer if an engagement and the records behind it require that. Call and tell us to delete a note you sent, and we delete that note. You can also ask what we hold and ask for a correction. That same footer number is how a correction gets done.

If this page changes, the date at the top of this section changes with it. When a rule on this page changes, the page itself is the place we change it.

You can ask for a copy of what we hold about you, and you can ask us to correct a wrong detail. You can ask us to delete an enquiry that did not become an engagement. A request made by phone is enough. We will tell you when it is done, and we will tell you if a record has to stay because a return or a filing still depends on it.

We do not ask for a social security number on this site. We do not ask for a bank login. If a later engagement needs a document, we ask for it in the engagement, not in a public form. The form on this site is only how you ask for a conversation.

Staff at this practice can see an enquiry in order to answer it. A contractor who hosts the pages can see the technical logs that keep the site up. Neither of those uses is advertising. We do not trade lists of owners, and we do not append your note to a product we sell.

Children are not the audience of this site. We do not knowingly collect information from a child. If you believe a child has sent a form, call and we will remove it.

The booking page loads a calendar from the provider we use for appointments. That frame is marked so it does not take focus when the page opens, and it loads only after the first screen. What you type into that calendar is covered by this page the same way a form on this site is covered.