Corpus Christi Business CPA AlternativeCPA Corpus ChristiWhat this front door does
People come to this front door because they want a person who will finish the books and the return. This page says, in one place, what we do, what we do not do, and how the name on the door meets the Texas rule.
The work you actually get
We close the month to the bank. We reconcile the accounts that feed the statements. We prepare financial statements and the reports an owner or a lender asked for. We set payroll up so a payroll provider can run it. We prepare the federal return and the Texas reports that hang off those books, including franchise, sales tax, and the information returns that follow a year of vendors. We talk through the decisions that can still change the year, while the year can still change.
Months nobody ever tied to the bank are the past this practice still has to finish. Right now the live job is whichever month is still being tied to the bank. The future is the return and the choices that sit in front of it. All three live in the same set of books. That is the point of one practice instead of a stack of vendors who never read each other's files.
One practice, more than one front door
Steven Palmieri keeps several websites because owners arrive with different words. One person is looking for help with a limited liability company. Another is looking for a monthly close in a particular city. Every one of those front doors opens onto this same practice and the same team. A form on this site reaches the same team as a form on a sister site. You do not get a different product because the domain name was different. What you leave with is a closed month, payroll set up for a provider, statements a lender can read, and a return built from that same file.
Who is speaking is named in the footer on every page. The home page says once, and only once, where the practice sits and that owners along your bay are served by video and shared books. There is no office on the bay, and these pages do not pretend there is one.
Where this practice stops.
Steven Palmieri is not a CPA. The word Alternative sits in the name of this front door, and Texas expects that said where the name is. The sentence is a compliance mark. The books, the monthly close, and the return stay the work you came for. The month still closes, payroll is still set up, and the return is still prepared from those books.
We keep the books, set payroll up so a provider can run payday, reconcile the accounts, prepare financial statements and reports, and prepare the tax return. Audit work, review work, and compilation work are the attest reports we leave alone. We do not do them. If you need a report that only a CPA can sign, we say so and you hire that firm for that report.
Payroll here is setup only. We open the accounts, map the pay items, and get the filings ready to hand to a payroll provider. The provider runs the paydays after that. We do not hold ourselves out as the party that processes each paycheck.
Occupations Code sections 901.451, 901.453, and 901.456 are the Texas rules on who may use the CPA title and which reports are reserved. The public register, if you want to look a licensed firm up, is the Texas State Board of Public Accountancy. Nothing on this page is a claim that anyone here holds that license.
Fees and the first conversation
The first conversation is a look at the shape of the month, not a quote printed on this page. We do not publish a price list because the work depends on how far behind the books are, how many entities there are, and whether payroll is still an idea or already a provider's file. After the call, if both sides want to continue, the price is in writing before the work starts.
We do not take a percentage of a refund. We do not ask you to pay a stranger who emails you claiming to be this site. The phone number in the footer is the number to use if a message feels off.
Records you still own
Your bank records, your invoices, and your filed returns stay yours. We keep copies for the period the preparer rules require. When the work ends, you can ask for the working files in the form the software already uses. A fee dispute never becomes a reason to lock you out of your own ledger. A disagreement about an unpaid invoice is handled in the engagement terms, not by disappearing a general ledger.
If a state letter arrives, send it early. The worry is reasonable. A letter is often a matching problem, a missing form, or a date, and it is cheaper to read it this week than to let it become a notice with a number attached. We would rather see it while there is still time to answer.