How It Works

Straightforward and fully virtual. Work begins only after a fit review and engagement letter are completed.

Important: Please do not send tax documents, Social Security numbers, dates of birth, bank information, account numbers, identity documents, exact income amounts, W-2s, 1099s, prior-year returns, or other sensitive personal information through the website contact form.

Service Screening Request

Submit a basic service screening request without sensitive personal or tax information. This form is for general screening only — do not include Social Security numbers, tax documents, or financial records.

Fit Review

Akmere reviews whether the requested work fits our service model based on scope, complexity, documentation quality, timing, and overall fit. We will follow up to let you know whether we can move forward.

Engagement Letter

Work begins only after Akmere accepts the engagement and the required engagement letter is completed. This defines the scope of work and the terms of the engagement.

Secure Document Instructions

Sensitive tax and financial documents are submitted only through approved secure methods after engagement. You will receive specific instructions at this stage.

Service Work

Akmere completes the agreed tax preparation, bookkeeping and financial records support, personal budget support, records organization, business-plan document support, or small-business support within the defined scope.

Review & Delivery

Final work is reviewed and delivered according to the agreed scope. For tax returns, you will review and sign before filing.

Ready to Get Started?

Submit a service screening request to begin the fit review process.

Request Service Screening