Dallas, Texas. One desk, one phone number.

The hour starts at the oldest year you can name

This is the short step before a calendar. The list does the organizing. The newest worry does not get to reorder it.

Bottom of the list, first hour

The hour starts at the oldest year. That can feel backwards when a newer letter is the one on the kitchen table. Note the letter, and still begin at the bottom.

List every year you know about. If a letter has a number, copy the number as it is printed. The number is for reading. The order is for the work. We do not bargain a balance from this list.

What the hour uses
The listYears you can name
The startmarkedOldest year first
A newer letterNoted, and it waits
The hourBegins at the bottom
Marked row starts the hour.
See the stack in order

Where this desk stops

Putting the years into one stack and preparing them is the work this address does. Answering a levy, a lien or a deficiency notice on your behalf is representative work that belongs with a firm that does it, and bargaining a balance down is not something that happens here. No CPA license sits at this desk, so signed reports on statements go elsewhere too. All of that is spelled out at more length on the disclosures page.

Then you can stop, or you can book

A clean list is already progress. A time, if you want one, starts where the list starts.

You are not agreeing to a fight by writing the years down.

Book a Tax CFO meeting

What people read next

Write the years, oldest first

Rough years are fine. Oldest at the bottom of the note.

You will be talking to the Steven Palmieri practice.