This address exists because of one stubborn habit in the trade, which is answering a question somebody needs settled this week with a date in the future. The pages here are about the month you already have.
That you do not have to wait for a clean boundary. A month that is open can usually be closed, and the one decision waiting on it can usually be made this week.
If reading that got you to close last month without calling anybody, the site has done its job and there is nothing to pay.
Some of what arrives here is a bookkeeping question a competent person already inside the business can handle, and that gets said. When a signed report on statements is the genuine need, the state board's own lookup is the right first stop and it is free.
You can also just ring the number in the footer and ask. Nobody here will put you on a list for it. If the answer is short, you get a short answer and that is the end of it.
Work on an open month can include books closed to the bank, a return prepared from those books, and payday arranged on a provider you keep running. It cannot include an audit, a review, a compilation or an opinion on your statements, because no CPA credential is held at this desk and that work is reserved in Texas. If one of those is what somebody has asked you for, you will hear it in the first conversation rather than after a month has been promised. The longer list, examinations included, is on the disclosures page.
Source. Texas Occupations Code, section 901.451 on holding out, 901.453 on reports, and 901.456 on practice by unlicensed persons. Read 29 September 2026.
Owners often end the first conversation on the same sentence. They came for a service, and what they wanted was a month with a date on it, closed, read, and carried into the return by the same people.
You will be talking to the Steven Palmieri practice.