Akamai Tax Services

Akamai Tax Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Akamai Tax Services, Tax preparation service, 2960 Triverton Pike Drive, Fitchburg, WI.

06/03/2026

You just got married. Congratulations. And also, let's talk taxes.

Marriage changes almost everything on your tax return:

✓ Filing status shifts (Married Filing Jointly vs. Separately matters more than you think)
✓ Combined income may push you into a higher bracket
✓ Deduction strategy changes completely
✓ Beneficiary designations on retirement accounts need updating NOW

Don't let the honeymoon phase cost you at tax time.

I help newlyweds set up a financial foundation that works from year one.

DM me or book a free intro call → https://app.greminders.com/c/jara/initialtaxconsu

05/28/2026

MYTH BUSTED: "I don't make enough to need a tax advisor."

The people who think that are often the ones leaving the most money on the table.

Tax strategy isn't just for the wealthy. It's for:
→ The self-employed person paying too much in SE tax
→ The parent missing education credits
→ The couple who just bought a home
→ Anyone with a retirement account

You don't necessarily need to earn more. You need to keep more of what you already earn.

💬 Drop a comment if no one has ever reviewed your tax situation holistically.

Exciting news: Akamai Tax Services now offers Bookkeeping! Keep your finances clean, organized, and tax-ready year-round...
05/13/2026

Exciting news: Akamai Tax Services now offers Bookkeeping! Keep your finances clean, organized, and tax-ready year-round. One team, one trusted partner, all your financial needs in one place. DM us to learn more or book an initial consult: https://app.greminders.com/c/jara/bookkeepinginit .

This educational webinar is presented by Jara Rios-Rodriguez, Director of Tax Services at Akamai Investment Advisors SC....
05/06/2026

This educational webinar is presented by Jara Rios-Rodriguez, Director of Tax Services at Akamai Investment Advisors SC. With a diverse background spanning academia, nonprofit leadership, and financial education, Jara is passionate about helping families build financial confidence and better understand the systems that support them.
In this session, Jara will explain important tax benefits available to families caring for a child with disabilities. The webinar will provide practical guidance on eligibility rules, tax credits, and simple strategies for tracking medical and caregiving expenses that may help reduce your tax burden.
In this webinar, you will learn:

1. Who qualifies as a dependent when a child has a disability
2. How Earned Income Tax Credit (EITC) age rules work when disability is involved
3. Which medical and caregiving expenses may be tax-deductible
4. How to properly track medical expenses for tax purposes
5. Practical tips families can use to better organize financial records throughout the year

Who should attend:

1. Parents and caregivers of children with disabilities
2. Families who want to better understand tax credits and deductions available to them
3. Individuals looking for guidance on organizing and tracking medical expenses

Register here: https://secure.lglforms.com/form_engine/s/-4ZgrLS9oHXLZPfHVnF1fg

New client just dropped this today!!!!!!! Such a sweet gesture! Melted my heart. In the middle of tax stress, a reason t...
04/09/2026

New client just dropped this today!!!!!!! Such a sweet gesture! Melted my heart. In the middle of tax stress, a reason to smile about! Thank you!!!!

Come join us to support Romero's Boxing School!
02/10/2026

Come join us to support Romero's Boxing School!

Your money tells a story.It speaks to who you are, where you’ve been, and where you’re headed.I don’t just process your ...
01/28/2026

Your money tells a story.
It speaks to who you are, where you’ve been, and where you’re headed.
I don’t just process your taxes, I translate your financial journey.
Together, we make sure that story is accurate, empowering, and working in your favor.
That’s not premium for premium’s sake.
That’s worth every penny. 💛

Schedule with me: https://app.greminders.com/c/jara/initialtaxconsu

01/20/2026

Ever drop off your taxes and wonder:
“Uhhh… what actually happens now?”
With me, you’re never left in the dark.
✔️ You get checklists.
✔️ You get updates.
✔️ You get meetings—before AND after—to walk through everything together.
This is a collaborative process, not a transaction.
Because transparency is the service.

Schedule with me: https://app.greminders.com/c/jara/initialtaxconsu

The document you forgot to send?The line you didn’t understand?That one little piece of missing info could cost you big ...
01/13/2026

The document you forgot to send?
The line you didn’t understand?
That one little piece of missing info could cost you big time.
Lucky for you, I ask questions, double-check numbers, and don’t stop until I’m confident you’re getting everything you’re entitled to.
Don’t gamble with your finances.
Work with someone who sees what others miss.

Schedule with me: https://app.greminders.com/c/jara/initialtaxconsu

Address

2960 Triverton Pike Drive
Fitchburg, WI
53711

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16087293874

Website

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