Bring the quote, even if it is a paragraph. The call is a Tax CFO meeting, and nothing on this page is counting down.
We look at which of the five lines the quote already named. If a line is a promise to sign a report, we say that and point outward. If the lines are real, we talk about the project.
If you would rather call than pick a time, the number in the footer is the same desk.
The calendar for this site is being set up. Until it is live, the phone number in the footer reaches the same desk and the form on any page reaches the same inbox.
Marking up a cleanup quote is ordinary buying work and it doesn't come with a CPA license. Audits, reviews, compilations and any report that gives assurance on your statements belong to a firm that holds one.
If a quote you're already holding promises one of those, we'll say so before a file gets shared and point you at the Texas State Board of Public Accountancy lookup. Payday isn't run from this desk either. The full wording is on the disclosures page.
Source. Texas Occupations Code sections 901.451, 901.453 and 901.456 set what a signature on statements requires, read 29 September 2026 while marking up cleanup quotes.