Tax Preparation
Answer a few general questions so Akmere can review your request.
1. What general tax-return request are you asking Akmere to review?
Original individual Form 1040 return Amended individual return Prior-year individual return Not sure
2. Which general income categories may apply? Select all that apply.
W-2 wages Interest Dividends Self-employment or Schedule C activity Rental or Schedule E activity Schedule K-1 information Other or not sure
3. What general state-filing situation may apply?
One state Live in one state and work in another More than two states Not sure
4. Does the request involve an entity return, payroll return, tax resolution, audit or collection representation, complex foreign reporting, or another specialized matter?
Yes No Not sure
5. Are the records generally available and organized?
Yes Partly No Not sure
6. Is there a known filing deadline or urgency?
No immediate deadline Within 2 weeks Within 30 days More than 30 days Not sure
Safety note: This is preliminary screening only. Do not submit Social Security numbers, ITINs, dates of birth, bank information, identity documents, W-2s, 1099s, prior-year returns, exact income amounts, tax documents, passwords, or login credentials through this form. Sensitive documents are requested only after acceptance and written engagement through an approved secure method.
Limited Bookkeeping & Financial Records Support
Answer a few general questions so Akmere can review your request.
1. Who is the support for?
Sole proprietor Rental-property owner Small business Individual or household Other Not sure
2. What kind of support are you requesting?
Income and expense organization Receipt and supporting-document organization Transaction categorization Basic record maintenance Bank or credit-card reconciliation Financial records organization Not sure
3. Is the request one-time or recurring?
One-time project Monthly Quarterly Annual Occasional support Not sure
4. Approximately how many bank and credit-card accounts are involved?
One Two to three Four to five More than five Not sure
5. What is the current condition of the records?
Mostly complete and organized Complete but not well organized Some records are missing Several periods are incomplete Major cleanup may be required Not sure
6. Is bookkeeping software currently being used?
QuickBooks Quicken Excel or spreadsheet Another system No current system Not sure
7. Are you seeking payroll, sales-tax filing, bill payment, accounts receivable management, inventory accounting, financial-statement assurance, CFO or controller services, or client-fund handling?
Yes No Not sure
8. Is there a deadline or urgency?
No deadline Within 2 weeks Within 30 days More than 30 days Not sure
Scope note: Bookkeeping & Financial Records Support (limited) is subject to screening and a separate written engagement. It does not include payroll, sales-tax filing, bill payment, accounts-receivable management, inventory accounting, public accounting, audit, review, compilation, attest, CFO or controller services, financial-statement assurance, or client-fund handling. Do not submit statements, account numbers, balances, credentials, or financial documents through this form.
Records Organization
Answer a few general questions so Akmere can review your request.
1. Is this request for personal records, small-business records, or both?
Personal records Small-business records Both Not sure
2. What type of records do you need help organizing? Select all that apply.
Receipts Invoices Bills Bank or credit-card statement organization Tax-supporting documents Business expense records Customer or vendor records General document organization Other Not sure
3. What is the current condition of the records?
Mostly organized Somewhat scattered Very disorganized I need a system from scratch Not sure
4. What kind of support are you requesting?
Folder or filing structure Document checklist Naming and organization system Organization summary Recordkeeping workflow support Preparation of records for an approved service Not sure
5. Is this a one-time organization request or recurring support?
One-time Occasional support Recurring support Not sure
6. Are you primarily seeking document organization, or do you need ongoing bookkeeping, reconciliation, payroll, accounting, or financial-statement preparation?
Document organization Ongoing bookkeeping or accounting Both Not sure
7. Is there a deadline or urgency?
No deadline Within 2 weeks Within 30 days More than 30 days Not sure
Scope note: Records Organization is practical document and record organization. It does not include payroll, account reconciliation, financial-statement preparation, audit, review, compilation, attest, legal advice, or public-accounting services. Do not submit records, statements, account numbers, exact balances, tax documents, or other sensitive information through this form.
Personal Budget Support
Answer a few questions so Akmere can review your request.
1. What kind of budget support are you requesting?
Creating a basic household budget Organizing spending categories Understanding monthly cash flow Building a simple budget template Reviewing a current budget structure Not sure
2. What best describes your current budgeting process?
I do not have a budget I have a budget but need help organizing it I track spending but need better categories I want a simple template Not sure
3. What is your main goal?
Better organization Better spending awareness Monthly cash-flow structure Family or household budgeting Preparing for a major expense Not sure
4. Are you seeking investment advice, financial planning, debt negotiation, debt settlement, credit repair, or legal advice?
Yes No Not sure
5. Do you have a preferred tool?
Excel Google Sheets Paper or simple template No preference Not sure
6. Is there a deadline or urgency?
No deadline Within 2 weeks Within 30 days More than 30 days Not sure
Scope note: Personal Budget Support is limited to practical budget and financial-record organization. It does not include investment advice, financial planning, debt negotiation, debt settlement, credit repair, or legal or financial advisory services. Do not submit exact income amounts, bank balances, account numbers, credit reports, detailed debt information, or financial documents through this form.
Business Plan Document Support
Answer a few questions so Akmere can review your request.
1. What type of business-document support are you requesting?
Business-plan organization and formatting Business description Service description Organization of startup-cost information Administrative checklist Operating-document organization Not sure
2. What stage is the business in?
Idea stage Startup Existing business Side business Not sure
3. How do you plan to use the document?
Personal or internal use Organizing business information Sharing with a business partner Bank or loan application Investor presentation Grant application Not sure
4. Do you already have client-created notes, a draft, or supporting materials?
Yes No Some materials Not sure
5. Are you seeking legal advice, entity-structuring advice, financial projections, financing advice, valuation advice, market analysis, investor advice, or business-viability advice?
Yes No Not sure
6. What final output would be most helpful?
Organized outline Formatted document Administrative template Startup-cost summary format Operating-document structure Not sure
7. Is there a deadline or urgency?
No deadline Within 2 weeks Within 30 days More than 30 days Not sure
Scope note: Business Plan Document Support is limited to organizing and formatting client-provided information and administrative materials. It does not include legal advice, entity structuring, financial projections, financing or valuation advice, market-feasibility analysis, investor advice, strategic consulting, or business-viability advice. Do not submit confidential business records, financial documents, account information, or other sensitive materials through this form.
Limited Small-Business Administrative Support
Answer a few questions so Akmere can review your request.
1. What type of administrative support are you requesting?
Administrative checklist Business-record organization Recordkeeping workflow organization Documentation of client-provided procedures Non-legal administrative template Client intake structure Task-tracking structure Basic startup administrative organization Not sure
2. What kind of business is this for?
Solo business Small business Side business New business or startup Not sure
3. What is the main administrative need?
Disorganized records Need a checklist Need existing procedures documented Need a clearer administrative workflow Need a non-legal template Need a basic startup organization structure Not sure
4. Is this a one-time project or recurring support?
One-time Occasional support Recurring support Not sure
5. Are you seeking payroll, accounting, legal advice, tax planning, tax resolution, public accounting, management consulting, financial advisory, or entity-structuring work?
Yes No Not sure
6. What final output would be most helpful?
Administrative checklist Workflow outline Documented client-provided procedure Non-legal template Task-tracking structure Startup administrative checklist Not sure
7. Is there a deadline or urgency?
No deadline Within 2 weeks Within 30 days More than 30 days Not sure
Scope note: Small-Business Support (limited) is administrative and organizational in nature. It does not include business strategy, management consulting, legal advice, legal-document preparation, accounting, payroll, tax planning, tax resolution, financial advisory, CFO or controller services, public accounting, or entity-selection or entity-structuring advice. Do not submit confidential business documents, financial information, account credentials, or other sensitive materials through this form.
Not Sure Which Service?
That is okay. Answer a few general questions and Akmere will review your request.
1. Which area seems closest to what you need?
Tax Preparation Limited Bookkeeping & Financial Records Support Personal Budget Support Records Organization Business Plan Document Support Limited Small-Business Administrative Support I am not sure
2. Briefly describe the type of help you are looking for.
0/1000
Safety note: Use general terms only. Do not include Social Security numbers, dates of birth, bank information, identity documents, exact income amounts, tax documents, account numbers, credit reports, detailed debt information, passwords, login credentials, or other sensitive information.
3. Is there a deadline or urgency?
No deadline Within 2 weeks Within 30 days More than 30 days Not sure
Acknowledgments
Confirm the following before submitting your screening request.
I understand that Akmere is a virtual practice and that accepted services may use approved online communication, engagement, document-exchange, and delivery methods. I understand that sensitive documents or information should not be emailed or submitted through this screening form. I understand that submitting this form does not create a client relationship and does not guarantee acceptance.
I confirm that I have not included Social Security numbers, dates of birth, bank or account information, identity documents, exact income amounts, tax documents, credit reports, detailed debt information, passwords, login credentials, or other sensitive information in this screening request.
Before submitting: Confirm that you have not entered taxpayer identifiers, dates of birth, tax documents, bank or account information, credentials, exact financial values, or other sensitive information.
Akmere may request clarification, determine that a request appears outside published scope, decline, or discuss possible next steps. Only an authorized human reviewer may determine whether an engagement will be offered.
