CPA and Bookkeeping McKinney Alternative What a note on this site keeps

Someone who writes in sends a name, a phone, and a note. This page says what happens to that note.

Ask about a note
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Who this page is from

Services on this site are provided by Steven Palmieri, Dallas, Texas. Questions about this privacy page go to the footer phone, +1 844-324-7273.

What you type into the form

The form receives your name, your email address, your phone number, the size band you pick on the longer form, how current the books are, and the note you write. There is no hidden field you cannot see.

If you pick a time on the booking page, Microsoft Bookings takes those details and they reach the same practice that read the page.

What the browser stores on its own

What this site stores on its own

A page view can store two random identifiers in your browser, one that lasts and one that ends when the tab closes, plus the page that sent you and any campaign tags on the link. That record stays on our own server so we can see which pages earn their keep.

If the browser sends Do Not Track, that record is not written. This site does not run an advertising pixel or a visitor identification service. The network that delivers the pages logs ordinary request data for security.

Why we hold a note, and how it leaves

We hold a note so we can reply, prepare for the call you asked for, do the work if you engage us, see which pages are useful, keep automated submissions out of the form, and meet ordinary record keeping.

We do not sell personal information. We do not share it for anyone else's advertising. No decision about you is made by a machine.

An enquiry is kept for as long as it takes to answer it, and for as long as an engagement and the records behind it require. If you would rather we did not keep it, say so on the phone and it goes. You can also ask what we hold and ask for a correction. The same phone number reaches the person who can do it.

If this page changes, the change is made on the page rather than announced somewhere else.

A note is not an engagement

The form and the calendar are a way to reach the practice. Neither one opens an engagement, and neither one starts the file an engagement letter would start. We keep the words you sent so the reply can be about your month. A later signed letter is what brings the work papers in. Until then you can call the footer number and ask us to drop the note.

Ask about a note

A sentence is enough. We read it before anyone calls.

Steven Palmieri, Tax CFO

You will be talking to the Steven Palmieri practice.