Corpus Christi Business CPA AlternativeCPA Corpus ChristiWhat we keep when you write
This privacy page is for owners who found the close and the return on this front door and want to know what happens to a name, a phone number, and a note about the month before they send it.
What you send, and why we ask
The form asks for your name, a phone number, an email if you want to leave one, and a short note about the month. We ask because a real conversation needs a way back to you. We do not ask for a Social Security number, a bank login, or a copy of a return on this form. Those come later, only if you decide to work with us, and they travel through the bookkeeping file you already use, not through this marketing page.
The note you type is stored with the lead so Steven Palmieri and the team can read it before the call. If the note names a supplier, a ship, or a dollar figure, treat it as something you were willing to say out loud. Do not put a full account number in that box.
Who sees it
The practice that reads the form is Steven Palmieri and the team on the call. A hosting provider stores the page. A form handler stores the submission. A chat widget, if you open it, stores the thread you start. We do not sell the note you send on the form. We do not trade that note with other front doors. A sister site in this same practice is still the same practice, and a person who writes on one of them is not added to a public directory.
The phone number on the footer is the same number a person reaches if the form feels like too much. Calling is a choice. It creates the same kind of record a form does, which is a name and a reason for the call, kept so the next conversation starts where the last one stopped.
How long it stays
A lead that never becomes a client is kept long enough to finish the conversation and to meet ordinary record rules, then dropped. A client file is kept for the years the tax rules expect a preparer to hold a copy of a return and the workpapers behind it. When that period ends, we delete or return what we can and keep only what a later letter from a state agency would still require.
You can ask what we hold under your name. You can ask us to correct a phone number that changed. You can ask us to delete a lead that never turned into work. A request about a filed return is different, because the copy we must keep is not ours to erase on a whim. We will tell you which is which.
Cookies, chat, and the calendar
The page itself does not run an ad network. The chat tag loads when the page loads so the Ask Steven chip can sit in the corner. The calendar on the book page does not load until you tap the button, because an early load was pulling the page down to the frame. That delay is also a privacy courtesy. The bookings site does not see you until you mean to open it.
Server logs may keep an IP address and a browser string for a short while so we can spot abuse. We do not build a profile from that log for advertising. We do not follow you across other companies' sites.
Children and other people's data
This site is for owners of businesses. It is not for children, and we do not knowingly take information from anyone under 18. If you write about an employee, keep it to the fact we need, such as that a first hire is coming, and leave the employee's private details for the payroll provider's own secure file.
If a message reaches us that was meant for a different firm, we delete it or, if you ask, we tell you we could not act on it. We do not forward a stranger's books to anyone.
Changes
If this page changes in a way that matters, the new text replaces the old text on this URL. A client already under an engagement hears about a material change directly. A visitor who has not hired us can simply read the page again.
Questions about this page go through the form or the phone on the footer. Please do not send account numbers in either place.