Bookkeeping QuickBooks Cleanup Help How a call becomes work
Effective 12 October 2026. Using the site means you accept this page. The limits on the disclosures page are part of these terms.
Who these terms are with
Using this site means you accept what is on this page. What the practice does not do is set out on the disclosures page, and those limits are part of these terms. The footer names the practice. This page does not add a second sentence for that fact.
What the pages are
Everything published on this site is general information for an owner who already has a file open. It is not advice about your own numbers, and opening a page does not make you a client. Tax rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.
Dates named on the pages are the federal pattern that is the same in every state. April, June, September, and January are the months when many owners send an estimate. Your own year, your election, and your closed months can move a date. The page cannot see those facts.
A free call is a conversation
The short call offered on this site creates no engagement, no ongoing duty, and no obligation on either side. We will say plainly what we see and what an engagement would involve, including when the honest answer is that you do not need one yet. Work begins only when both of us sign a written engagement letter naming the scope and the fee.
The call can start from the name of a report. It does not start from a password. If two people join, each of you hears the same explanation. We will not carry a private message between you.
Engagements, scope, and fees
Every engagement is defined in writing before it starts. Fees are quoted for that scope, and anything outside it is quoted separately before it is done. Either of us may end an engagement in writing. You remain responsible for fees earned to that date, and your records are returned to you.
A scope for this kind of work usually names the months to close, whether a return is in the work, and that payroll help is setup only beside the provider you already run. Those names belong in the letter, not in a text sent the night before a deadline. No price is printed on this site, because a price without a scope is a guess.
What the work depends on from you
The work is only as good as what it is built on. You are responsible for giving us complete and accurate records, for the accuracy of what is in your own systems, and for the decisions you make. We will tell you when something does not tie, and we will not build a return on a month that has not met the bank.
You keep the login. If a report has to move, you export it or you share the screen while you stay signed in. We do not accept a password as a substitute for that report. If the year already filed and the open month disagree, we will show the disagreement. We will not invent a line to make the screen look calm.
The site itself
The words, layouts, and images on this site belong to the practice that publishes it. You are welcome to read, print, and quote them with attribution. You may not republish the site or use it to train a product without written permission.
The site is provided as it is. We keep it accurate and available, and we do not promise it will never be wrong or never be down. Nothing here limits any liability that cannot be limited by law.
Where a dispute is heard
These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.