Privacy & Secure Document Handling Notice

Our Commitment to Privacy

Akmere Tax & Business Services LLC takes the privacy, confidentiality, and security of taxpayer, client, prospective-client, and website-user information seriously. Akmere uses administrative, technical, and physical safeguards appropriate to the nature of the information and the services provided.

This notice explains Akmere’s general website privacy and secure-document-handling practices. It does not disclose detailed internal security controls or replace any written engagement, consent, secure-platform terms, tax-return privacy notice, or other notice required by law.

Information We May Collect

Depending on how you interact with Akmere, information collected may include:

• Basic contact information, such as your name, email address, telephone number, and state of residence or business location.
• General information submitted through a Contact or Service Screening form, such as the type of service requested, general timing, service needs, and responses to screening questions.
• Information provided after engagement through approved secure methods, including tax, financial, identity, business, and supporting records needed for the accepted service.
• Communications and engagement records, including emails, written engagement documents, acknowledgments, service instructions, and records relating to services provided.
• Limited technical information generated through normal website operation, such as browser or device type, referring page, pages visited, approximate network-derived location, and security or server logs.

Information You Should Not Submit Through Website Forms

Public Contact and Service Screening forms are not approved for transmitting sensitive documents or detailed confidential information. Do not submit Social Security numbers, ITINs, dates of birth, tax forms, W-2s, 1099s, K-1s, prior-year tax returns, tax notices, identity documents, dependent information, bank or account numbers, payment credentials, prior-year AGI, passwords, login credentials, exact income amounts, detailed debt information, credit reports, or other sensitive personal, tax, financial, identity, or business information through those forms.

Do not send sensitive documents or information through regular email. Accepted clients receive engagement-specific instructions for using approved secure methods after acceptance and completion of the required written engagement.

How Information May Be Used

Akmere may use information for purposes such as:

• Responding to general inquiries and Service Screening requests.
• Evaluating service scope, complexity, timing, capacity, documentation readiness, and overall fit.
• Preparing, administering, and performing accepted engagements.
• Communicating with prospective clients and accepted clients.
• Administering written engagement steps and service delivery through approved methods when applicable.
• Maintaining business, tax, compliance, quality-control, security, and record-retention records.
• Protecting the website, systems, accounts, clients, and firm against unauthorized access, fraud, misuse, or security threats.
• Complying with applicable legal, regulatory, tax, insurance, and contractual obligations.

When Information May Be Shared

Akmere does not sell personal information. Information may be disclosed only when reasonably necessary for an accepted service, normal business operations, security, or legal compliance, including to:

• Approved technology, hosting, communication, secure-document, tax-software, electronic-signature, payment, or other service providers supporting Akmere’s operations when applicable.
• Tax authorities, government agencies, or filing systems when authorized or required as part of an accepted engagement.
• Professional advisers, insurers, legal counsel, security specialists, or other qualified parties when reasonably necessary.
• Government authorities or other parties when disclosure is required or permitted by applicable law, legal process, regulation, or valid governmental request.
• Other parties when you direct or authorize the disclosure.

Service providers receive only the information reasonably necessary for their role and are expected to handle information in accordance with applicable obligations and their governing terms.

Tax Return Information

Tax-return information is subject to special confidentiality, use, and disclosure restrictions. Akmere uses and discloses tax information only as authorized by the client or as otherwise permitted or required by applicable law. Additional consents or notices may be provided when required for a particular use, disclosure, or service.

Secure Document Submission

After Service Screening, acceptance, and completion of the required written engagement, Akmere will provide engagement-specific instructions for an approved secure document-submission method when that method is operational. The Tax Client Portal is Coming Soon and is not currently available. Do not send sensitive documents through public forms or regular email.

Information Security

Akmere uses safeguards intended to protect client information against unauthorized access, use, alteration, disclosure, loss, or destruction. Safeguards are selected according to the information, service, systems in use, and applicable requirements.

No website, transmission method, storage system, or security measure can guarantee absolute security. Clients should follow the secure instructions provided and promptly notify Akmere if they suspect unauthorized access or disclosure involving information shared with the firm.

Retention and Disposal

Retention periods and disposal methods vary by record type, service, and applicable requirements. Akmere does not represent on this website that a specific retention period or destruction method applies. Records may need to be preserved for legal, regulatory, tax, insurance, contractual, security, or dispute-resolution reasons, including legal holds.

Your Privacy Requests

You may contact Akmere to request access to, correction of, or deletion of personal information maintained about you. Akmere will review the request and respond as required or permitted by applicable law.

Certain information may need to be retained to complete an engagement, comply with legal or professional obligations, maintain required records, protect legal rights, prevent fraud, or preserve security and system integrity. Akmere may need to verify your identity before acting on a request.

Cookies, Hosting, and Technical Data

The website and its hosting or technology providers may use cookies, local storage, server logs, or similar technologies necessary for website operation, security, performance, accessibility, and functionality. Browser settings may allow you to limit or block certain cookies, although doing so may affect website functionality.

Third-Party Services and Links

The website may link to or use approved services operated by third parties. Those third parties may maintain their own privacy, security, and service terms. Akmere is not responsible for the content or independent privacy practices of third-party websites or services.

Children’s Information

Akmere’s website and screening services are not directed to children. A parent, guardian, or other authorized adult should provide any information required for a dependent only after engagement and through the approved secure method.

No Client Relationship

Submitting a Contact form, Service Screening request, email, or other inquiry does not create a client relationship and does not guarantee acceptance. A client relationship begins only after Akmere accepts the engagement and the required written engagement is completed by the appropriate parties.

Changes to This Notice

Akmere may update this notice to reflect changes in services, technology, legal requirements, security practices, or business operations. The updated version will be posted on this page with a revised date.

Privacy and Security Questions

Questions or requests concerning this notice or Akmere’s privacy and information-handling practices may be submitted through the general Contact page. Do not include sensitive documents or confidential personal, tax, financial, identity, or business information in the inquiry or in regular email.

Last updated: July 2026