Twenty minutes on what a first month would actually produce for you. Bring whatever you have, even if it is only a sense that something is off.
Nothing has to be prepared beforehand. Where the books stand, what the last return said, and what you are trying to decide are plenty to start from.
We would cover what week one would look at, what would exist by the end of the month, and what would have to be repriced if the file turns out worse than it looks. If a signed report is the real need, that gets named on the call.
You will be talking to the Steven Palmieri practice.
If there is no grid in front of you, the footer number reaches the desk that will say what month one actually contains.
Comparing firms is ordinary, and nothing on this site implies a CPA credential. A firm that holds one remains the right call for an audit, a review, a compilation or an assurance opinion, and this desk holds none. That limit belongs in month one, not after a proposal has already been written. The complete wording sits on the disclosures page.
Source. Texas Occupations Code, section 901.451, section 901.453 and section 901.456. Read at statutes.capitol.texas.gov on 29 September 2026.