CPA Pearland Alternative

Pearland CPA alternative

Looking for a CPA alternative in Pearland? Start here.

Answer four quick questions to see if a Tax CFO fits your business.

The county line runs right through Pearland.

Question 1 of 4

What do you need help with?

Question 2 of 4

What sales tax rate do your registers charge?

Question 3 of 4

Who keeps your books now?

Question 4 of 4

When would you like to start?

A quick check

Do you really need an audit or review?

Audits and reviews are reports that a lender, an investor or a contract may require. A licensed CPA firm has to sign them. Most small businesses aren't required to have one, and a sales tax rate mix-up doesn't call for one.

For your books and taxes, the CPA alternative in Pearland is a Tax CFO.

Steven Palmieri is a Tax CFO, not a CPA firm. He keeps your books each month, sets up payroll on a provider you run, and prepares your return from those books, with the right sales tax rate at each location. The free call looks at your business and tells you plainly whether this is a fit.

You will be talking to the Steven Palmieri practice.

Next you pick a time for a free video call with the Steven Palmieri practice. Nothing to sign, nothing to pay.

Prefer to read first? It's all below ↓

CPA Pearland AlternativeBooks, payroll setup and business taxes for Pearland owners.

Steven Palmieri, the Tax CFO known as the Entrepreneur's CFO, keeps your books up to date each month, sets up payroll on a provider you run, and prepares your business tax return from those books. Pearland sits in more than one county, so the sales tax rate can change from one side of town to the other. We make sure each of your registers charges the right one.

What do you need help with first?

Steven Palmieri, Tax CFO

You will be talking to the Steven Palmieri practice.

CPA Pearland, then the books, payroll setup, the return, and two tills
Request a free call

Monthly help, so there are no surprises at tax time.

A lot of tax help shows up once a year, at filing time. A Tax CFO keeps your books current every month and checks that each register charges the rate for its county. When tax time comes, your numbers already match the bank.

What we handle, and the one thing we don't

Tap a row to see who handles it. We do everything on this list except audits and reviews.

  1. 1Monthly bookkeeping We handle it

    Each month we match your books to the bank. We also check that every register charged the right rate for its county before we call the month done.

    We handle this as part of your monthly books and your tax return.

  2. 2Audits and reviews Goes elsewhere

    We don't do audits or reviews. If a lender asks for one, you'll need a firm that can sign it. We can still get the books for both sides of the county line in order first, so that work goes faster. We tell you this before the first month starts, and the disclosures page explains it in full.

    This goes to a firm that can sign audits and reviews.

  3. 3Weekend sales that reach the bank on Monday We handle it

    Wobble before you Gobble, the health fair at Pearland Town Center, usually lands in the second or third week of November. Sales from a big weekend like that often reach the bank on Monday. We record them in the weekend they were made.

    We handle this as part of your monthly books and your tax return.

  4. 4Payroll setup We handle it

    Setup covers the tax registrations and picking a payroll provider you plan to keep. That includes adding a weekend crew to the provider's list. Once the provider is chosen, our setup work is done. The provider runs each payday, and your books record the wages after they're paid.

    We handle this as part of your monthly books and your tax return.

  5. 5School district property tax We handle it

    Most of Pearland is in Pearland ISD, and parts of town fall in five other school districts. We don't use one school rate for the whole city. We write the district next to each address.

    We handle this as part of your monthly books and your tax return.

  6. 6The Texas franchise tax report in May We handle it

    Retail and wholesale businesses pay a lower franchise tax rate than other businesses. We fill in the report from your finished books, using the rate for that report year, so you don't learn about a problem from a state notice.

    We handle this as part of your monthly books and your tax return.

Ask about your business

Steven Palmieri, Tax CFO

Who does the work.

CPA Pearland Alternative is the Pearland site of Steven Palmieri's practice, which is based in Dallas. We work with Pearland owners over video calls with the books on a shared screen. You never have to drive to an office. Steven and his team check every register before we call a month done.

Meet Steven and the practice

Tell us what you need

Steven Palmieri, Tax CFO

You will be talking to the Steven Palmieri practice.

Pearland sales tax rates, county by county.

Every Pearland sale starts with the state's 6.25 percent sales tax. Pearland adds 1.5 percent for the city, listed by the Comptroller as local code 2020024. On the Brazoria County side, the county adds another 0.5 percent under local code 4020006, so the total there is 8.25 percent. In the Fort Bend part of town, and in Harris County areas with no extra district, the total is 7.75 percent. Two Harris County areas also have a management district that adds 0.5 percent, under code 5101650 or 5101696, which brings those areas back up to 8.25 percent.

If a register was set up once and never checked, it may be charging the wrong rate. The money still reaches the bank, so nothing looks wrong. But your sales tax return due on the 20th will then use a rate that doesn't match where the sales happened. It's much easier to catch that in the same month than to hear about it in a letter from the state the next spring.

Texas caps the total. Cities, counties and special districts can add up to 2 percent on top of the state's 6.25 percent, so no total in Texas goes above 8.25 percent. Those are statewide limits, and they don't tell you what one block owes. What matters for you is the rate each of your registers actually charged, and that's what we write down.

Wobble before you Gobble, the health fair at Pearland Town Center, usually falls in the second or third week of November. Sales from a busy weekend like that often reach the bank on Monday. We record them on the days they were made, because the tax belongs to the location and the date of each sale.

Some of the west side, around Shadow Creek Ranch, is in Fort Bend County. A shop there may owe 7.75 percent, even though a store at Pearland Town Center charges 8.25.

What changes in your first month with us.

We start with your most recent month that isn't finished yet. We match it to the bank statement and set up categories that stay the same from month to month, so you can compare one month with the next. Turning on a bank feed isn't the same as finishing the books. Any item we can't match gets a name that month, or it stays open with a note that says why.

We match each loan and credit card to its statement. We also pull owner draws out of any miscellaneous category. When draws are mixed in with business costs, a month can look more profitable than it really was. We keep your draws and your sales on separate lines.

If you're hiring your first crew, or you haven't picked a payroll provider, we set up payroll during that same first stretch. That means the registrations, a wage that fits each role, and a provider you'll keep. Once setup is done, your provider runs payday and we keep the books.

If you're a sole proprietor and this year was profitable, fall is a good time to ask whether your business should be taxed as an S corporation. The big question is how much you'd pay yourself in wages. An election filed after December won't change the year that just ended. We bring it up while there's still time to act, and we won't promise you a set amount of savings.

Catching up, staying current and planning the year.

If some months aren't caught up, we start with the deposits that don't match anything yet. When we finish, you get books that are complete through a set date. Before December, we also update your tax plan and your estimated payments with the sales you actually made.

Paying four equal estimates based on last year's tax can leave you with a big bill in April if this year has been busier. By then, the cash has often been spent on something else. We base your next estimate on this year's numbers.

These pages won't promise you a saving, a refund or a certain tax bill. Your numbers stay private in your own file. The pages explain how the work goes, and your return is built from the months that really happened.

If older months need cleanup, we price that job on its own before any monthly work starts. On the call, we'll tell you what we see, including when a smaller job will do or when you don't need us yet.

How often you file Texas sales tax.

The Texas Comptroller sets your filing schedule. Depending on how much tax you collect, you'll file monthly, quarterly or once a year. Whatever your schedule, the return is due on the 20th of the month after the period ends.

We keep your books on the same schedule, so the return is ready before the 20th. A Pearland business with stores in two counties still files one return, and each store is listed on it with its own local codes.

How we set the fee.

We set a fee after we count the months that need catching up, the bank accounts involved, any property tax rendition that's due, the May franchise report, the school tax bill, and the sales tax for each county you sell in.

We don't post an average price here. A Pearland shop with one register and a shop with stores in two counties need very different amounts of work. The scope and the fee go in an engagement letter. If a job grows past that letter, we price the extra work before we do it.

You're welcome to read the pages about the two sales tax rates, the school tax and common questions, and then leave. Reading them is useful on its own. No money changes hands until we've both signed a letter.

We also check that your categories still match how your business makes money. Opening a new location shouldn't mean a whole new set of accounts.

If you think a register is charging the wrong rate, start there. We check the county first, then fix the month, then the return.

Pearland Town Center, palms in front of the stone clock towerThe University of Houston Clear Lake building in PearlandA sales tax worksheet with two local codes written in the margin

Where to go from here.