Connecticut-Based · Virtual Practice
Akmere Tax & Business Services helps individuals and small businesses with Tax Preparation, Bookkeeping & Financial Records Support, Personal Budget Support, Records Organization, Business Plan Document Support, and Small-Business Support. Services are accepted based on scope, complexity, documentation quality, timing, and overall fit with our service model.
Secure Document Handling
Sensitive documents are only submitted through approved secure methods — never through the general contact form.
Clear, Defined Scope
Every service lists exactly what is included and what is not. No surprises, no scope creep.
Organized from the Start
Work begins only after a screening review and engagement letter — so both sides know exactly what to expect.
What We Offer
Akmere provides Tax Preparation, Bookkeeping & Financial Records Support, Personal Budget Support, Records Organization, Business Plan Document Support, and Small-Business Support. All services are provided through a structured screening and engagement process designed to ensure fit, clarify scope, and secure the handling of client information.
Tax Preparation
Individual tax preparation and tax document organization, with services accepted based on scope, documentation quality, timing, and fit.
Bookkeeping & Financial Records Support
Support with organizing financial records, income and expense information, receipts, and documentation.
Personal Budget Support
Help organizing personal budgets, bill calendars, income and expense tracking, and related financial records.
Records Organization
Support organizing tax, financial, personal, and business records so information is easier to review, maintain, and use.
Small-Business Support
Practical support with business records, budget worksheets, startup administrative checklists, recordkeeping workflows, and limited operations organization.
Our Process
No sensitive documents upfront. Work begins only after a screening review and engagement letter are completed.
01
Service Screening
Submit a basic screening request — no sensitive personal or financial information required.
02
Fit Review
We review whether your situation is within the scope of services offered.
03
Engagement & Work
Work begins only after the engagement letter is signed and completed.
Tax Client Portal
The tax client portal is for accepted tax-preparation clients only. Accepted tax clients use Drake Portals for engagement documents, checklists, tax document uploads, e-signatures, Form 8879, and final return delivery.
Portal access is provided after screening and engagement acceptance.
Get Started
Start with a service screening request. We'll review whether your situation is within scope before accepting an engagement.
Do not include Social Security numbers, tax documents, or other sensitive information in your screening request.