CPA and Bookkeeping Dallas AlternativeCPA Dallas. A month closed, then the return
We close the books each month, set payday up on the service you already run, and prepare the tax return with Steven Palmieri, the Tax CFO. One file, held all year, and a conversation that does not start the paid work.
Where the close should start
You will be talking to the Steven Palmieri practice.
What the Tax CFO adds to a CPA's work
A CPA prepares the return from whatever the year turned out to be. The Tax CFO closes each month, so by October we already know what the return will say and what can still change. That is the difference between filing and deciding.
Books closed every month
We reconcile the bank, then we call the month finished, and those totals are the ones you can use.Click to see the month ›Tap to see the month ›
The tax return
The return uses the months whose bank lines already agree, so the signature is on a year you have seen.Click to see the return ›Tap to see the return ›
Payroll set up for you
Payday is stood up on the service you already operate, and the run itself stays in your hands.Click to see payday setup ›Tap to see payday setup ›
Dates that stay on the file
The twentieth, the April property list, and the franchise report sit on the closed months we already keep.Click to see the dates ›Tap to see the dates ›
Meet Steven Palmieri
We stay with the file after April, with Steven Palmieri as the Tax CFO, so the return is the end of a year we both watched, not a surprise.Click to read who answers ›Tap to read who answers ›
Talk about the books
Bring where the books stand. The conversation does not start the paid work.Click to choose a conversation ›Tap to choose a conversation ›Months that matter this year
Open a month and see what usually comes due, and who handles it.
1January
Contractor forms and the first close of the year belong in this month.
We close January on this file before those forms and the return start arguing.
2March
March is when we build the return, and only from months whose bank lines already match.
We prepare this return from the months the bank already signed off on.
3April
April is when the county business property listing is filed.
We prepare that listing from months this file already closed.
4May
The Texas franchise report comes due, and so can a moved property date.
We keep the franchise report and that moved date on this same file.
5July
A question about the books or the return can show up in a quiet month.
We answer a July question on this file in the month you asked it.
6October
Owner pay, a purchase, and a slow month can still be chosen.
We look at owner pay and a slow month with you while this year is still open.
The portrait shows Steven Palmieri. Owners meet that name as Tax CFO and as the Entrepreneur's CFO. This practice works in Dallas. Dallas keeps its parade on the second Saturday. We keep the close on the tenth. Both arrive whether the books are ready or not.
Meet StevenA closed month, then the return
Tell us about the books
Tell us whether the monthly close, payroll setup, or the tax return is the piece you need.
You will be talking to the Steven Palmieri practice.
What you get here
Each month we close gets a bank match, payday is set up on the service you already run, and the statements come back in words a partner can read aloud. Steven Palmieri carries that file as our Tax CFO and the Entrepreneur's CFO, and the tax return is built from those same closed months. The statements we hand back are written so a partner can read them without a second translation, and payday setup stays on the service you already run.
The afternoon you already know
Two people can already work for you while the year still does not join. One of them sends the books. The other asks for those same books again in March, as a file they have never lived in.
January is the month the bookkeeper's file and the return both claim. Deep Ellum borrowed its name from Elm Street. It sits on the sunrise side of the freeway and reaches Exposition Avenue. A loud Saturday on that stretch is as welcome to us as it is to anyone who goes, and afterward we open the month and ask which list the return will be built from, because the weekend's tickets can live in one set of books while the return is built from another.
Where last year's bank and the books still argue, we repair that stretch in the same oldest-first order. The month you are living can be closed while you still remember it. After the ground is solid, the months that have not happened yet are a stretch you can see coming, rather than a shock when April arrives.
What gets joined
The books get a month you would both call closed. Those closed months become the pile the return is built from, so you and the company hear one year. While the year is still open we sit down on owner pay, a purchase you have delayed, and a slow month you want to understand. Once December closes, owner pay and a delayed purchase can be described, and they can no longer be chosen.
The monthly close, the return, and those still-open choices stay in one conversation with you while the calendar still allows a decision. We do not lend money against a tax bill. This page does not promise a refund or a result.
What the work costs
We price the work from the file in front of us. The count of bank lines, the number of open accounts, whether payday setup is part of the scope, how many months are still unmatched, and whether this year's return is included all change the figure.
We name the fee on the first call, after we have counted the open months and the accounts, and you hear it before anything is signed. An older pile is priced apart from the month you are living in.
The first month together
The first visit ends with one finished month, a short talk, and a written list of what is still open.
An older month is rebuilt when the bank and the books still disagree, and left alone when they already match. After that, new months stay closed. May becomes a filing you can see coming, not a scramble. A finished month still names the accounts that did not match, and we carry those names into the month that follows.
Dates the year still has to meet
Inside the city, sales tax adds to eight and one quarter percent. The register is collecting the state's six and one quarter points and the city's own point, while DART's point already fills the local room, so the county adds no further sales tax on top. The report is due on the twentieth.
The business property listing for Dallas County is due in April, and a letter can push that listing into May. May is also when the state franchise report is due, on top of any property listing a letter moved out of April. For the report years now open, the franchise tax is zero when the measured amount does not exceed two million six hundred fifty thousand dollars. Retail and wholesale use three eighths of one percent. Other businesses use three quarters of one percent. Filing the federal return leaves the April property listing and the May franchise report still sitting on your calendar.
Fair Park's big fair usually opens on September's last Friday and stays about twenty four days. Those days are a pleasure we share with anyone who goes. After it, we check whether the extra deposits were already in the books when the twentieth arrived, or whether the sales report and the year are about to tell two stories.
El Fenix has been serving Tex-Mex downtown since 1918, and we can sit down for the Wednesday enchilada special the same as anyone else. Then we ask whether that plate was recorded in the month it was served, because a Wednesday in March does not belong in April's books.
A Mavericks night at the Victory Park arena fills the restaurants around it, and we can cheer that game the same as you do. Those tabs are still sales for the month they were earned, and we still want that month closed with them inside it.
A bookkeeper can file the twentieth from one stack of receipts while the person who prepares the return never sees them. Then spring tells a second story of the same year. Signed reports, and the full limit on them, are named once on the Disclosures page.
The person you would talk with
Steven Palmieri keeps these books with us. April does not hand you to a different practice. You can meet in a room or on a screen. After each close the bank activity and a short note stay in your file, where the next month can find them.
July and August run hot here, with highs near the mid nineties, and we feel that stretch the same as you do. A repair call can land in the same week as a question about the books, and we still answer in the month you asked.
Nothing on this page forces a call. Read the months, and stop whenever you want. Owners who already pay two people leave knowing which months are still open. If you would rather talk than fill the boxes, reach +1 844-324-7273.