Austin Small Business Bookkeeping Alternative What a note on this site holds
Owners who want the month closed write to us. This page says what we hold if you write, and how to have it removed. A note is not an engagement.
Effective 29 September 2026.
Who this is from
Services on this site are provided by Steven Palmieri, Dallas, Texas. Questions about this page go to +1 844-324-7273.
What you give us
When you fill in a form on this site we receive what you put in it. Your name, your email address, your phone number, the revenue band you picked, the month you said was still open, and whatever you wrote in the note. Nothing else on the form is hidden and there is no field you cannot see.
If you open the calendar and pick a time, Microsoft Bookings takes the booking details on our behalf and they reach Steven Palmieri. The time you pick is about the month that is still open.
What is collected automatically
This site records a page view with two random identifiers that your own browser stores, one that lasts and one that ends when you close the tab, together with the page that referred you and any campaign tags in the link you followed. It is first party. It goes nowhere but our own server. It exists so we can tell which pages are worth keeping.
If your browser is set to Do Not Track, none of that is recorded at all.
There is no advertising pixel on this site, no visitor identification service, and no third party analytics. The only other company involved in serving these pages is the network that delivers them, which logs the usual request information for security and rate limiting.
Why we hold it
To reply to you, to prepare for the call you asked for, to do the work if you engage us, to see which pages are useful, to keep automated submissions out of the form, and to meet ordinary record keeping duties.
We do not sell personal information. We do not share it for anyone else's advertising. No decision about you is made automatically.
How long, and how a note comes off
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. Asking us to remove a note does not rewrite a return that has already been filed. It changes what this site still holds.
Changes
If this page changes, the effective date at the top changes with it. Material changes are made on the page rather than announced somewhere else. The calendar on the booking page stays unloaded until you tap it or scroll to it, so a visit to that page does not by itself open a session with the booking company.