One person, on purpose
The monthly close and the return are often split between two people who do not read each other's work. That split is how a number gets explained twice and fixed never. Here we close the month and we draft the return. You are not introduced to a pool. You talk to Steven Palmieri. The number printed along the bottom of every page reaches Steven and his team.
A call is a talk. A scope has not been written yet. A bill has not been sent. Nothing is scheduled until a written scope names which companies, which months, and what the fee is. If the fit is wrong, we say so on that call. If the fit is right, the first month is the one we named with you, not a surprise pile of older years.
Trees, The Bomb Factory, and Club Dada are three of the rooms we still check when we want a show, the same as you. A night with a show and a morning with the books can belong to the same week. We record the week as it happened, and we draft the return from that same week. The show does not pick which company owns the morning. The names the deposits already carry are the company names we keep on the folders.
What we will ask you to bring
The last month you trust. Access to the bank after that month, or the statements if access is awkward. The software you already use, if you have one. The prior year return, so this year is not a guess. The names of the companies, said the way the bank says them. If people are paid, the name of the provider and whether you want to keep running payday yourself. You do. Setup is the part we do. Payday stays with you.
Bring a messy picture if that is what you have. The call only has to sort the companies into current, behind, or mixed. Mixed is the common case, and it is the case where closing one company before any combined total saves the most trouble.
What the relationship feels like after that
A month gets closed. You get statements you can read and a short note on what changed. Questions go back to the same person. In the fall you look at what you pay yourself and what is still open. In the spring you read the draft. Filing waits on that read. If a date is close, the date gets named early, not discovered when a notice shows up later.
We do not keep a street on this site, and we do not publish an email here. A note on the form reaches us, and so does a call to the footer number. The chat chip on the page is a third, and it reaches the same practice. Whichever you use, you reach us, not a message that gets passed along.
We close the companies with Steven Palmieri, then we read the year beside you, so the return is not a second conversation. This address is here so the work and the limit sit together. Reading these pages before a call is enough to see where the work stops. Leaving without booking is a fine result. That same footer number is the way to reach Steven and his team if the form feels slow. We do not begin the month until the scope is written, and that writing names every company, every open month, and the fee. If the fit is wrong, that sentence is the whole reply.
