CPA Experts Rockwall Alternative.CPA Rockwall.What a note keeps.

This page is from the Steven Palmieri practice. The form, the phone, and the calendar all land in the same place. If you send a name, a phone number, an email, and a sentence about the month, that is the note we keep.

We use the note to reply, to set a time, and to see whether the work fits. We do not use it to build a list we rent to other people. We do not ask for a bank password, a portal password, or a Social Security number on this site.

The pages are static. A visit does not require an account. The host may keep ordinary server logs, such as a time and a page path, so the site can be kept up. Those logs are not a marketing list.

The chat chip opens a conversation with the same practice. What you type there is a message, not a public comment. Do not put a full account number in the chip.

The calendar is a Microsoft Bookings page that loads only after you ask for it or after you have moved down the page and the frame is actually on the screen. Until then the frame has no address loaded. The booking page has its own privacy terms, and those terms belong to that service.

A note stays while we are talking and while a later question about that same request would still make sense. If you want the note deleted and we have no duty to keep it for a return or a dispute, ask by phone and we delete it. A copy that has already become part of a workpaper for a return follows the retention that return requires, and we will tell you which one that is.

We do not knowingly collect notes from children. This site is written for owners.

A payroll provider you name may receive the wage file we set up with you, because that provider runs payday. We do not send the rest of the month along with it. A bookkeeping file, a return workpaper, and a note about a letter stay with the practice unless you ask us to share one specific page with a person you name. We do not hand a directory, an advertiser, or a data buyer a copy of what you sent.

This privacy page took effect on 6 October 2026. If the page changes, the date changes with it. A material change is written here rather than announced somewhere else. The phone in the footer is how you ask for a deletion when no return still needs the note.