Austin CPA and Bookkeeping AlternativeWhat happens to what you send
This page is the plain account of what the form collects, why it is kept, who else can see it, and how you ask for it to be deleted. Dated 6 October 2026.
Ask about privacy
Who this is from
Services on this site are provided by Steven Palmieri, Dallas, Texas. A question about this page goes to +1 844-324-7273. No street and no email are printed here.
What the form collects
The form collects your name, your phone, and the note you write about where the month stands. If you add an email, that is collected too. If you answer the size band and how current the books are, those answers are collected too. The honeypot field is for spam and should stay empty. The page address and the name of the form are stored with the note so we know which door you used.
The booking page uses a Microsoft Bookings calendar. If you choose a time, Microsoft receives what that calendar asks for, which is the name and the contact you enter there. We see the appointment. We do not see your bank login, and we do not ask for it on this site.
The chat chip, labeled Ask Steven, sends the message you type and the page you were on. It is there so a short question does not have to wait for a form. The same practice reads it.
Why it is kept
The note is kept so we can answer it, so we can tell a new conversation from a repeat, and so we can see which page the question came from. It is not sold. It is not used to build a list for anyone else. A page view may be stored as a count so we can see which pages are read. That count is not a profile of you.
If you do not want a page view stored, turn on do not track in your browser. The small beacon on the page checks that signal and stays quiet when it is set. The form still sends only what you submit.
Who else can see it
The practice can see what you submit. The host that stores the site can see it as part of running the site. Microsoft can see a booking you make on the calendar. A processor that sends a text or a call can see the phone number for that message. Nobody else is given the note.
We do not put client figures on a public page. A story on this site is about the work, not about a named business. If a line ever identified someone, it would come down.
How long it stays, and how you ask for it to go
A note is kept while the conversation is open and for the time the practice needs to stand behind the answer. You can ask for the note to be deleted by calling the footer number and saying which page you used. We delete what we can still find under your name and phone. A booking you made with Microsoft has to be cancelled there as well, and we will tell you that if it applies.
This page was written on 6 October 2026. If the form changes, the date on this page changes with it. Call if a line here does not match what the form actually asks. Call if a line is unclear.