Akamai Tax Services

09/02/2026

07/22/2026

When you are our client this is part of the treatment!!!! This is part of our client events at Akamai Investment Avisors and Tax Services! Concerts on the Square!!!!!!!

06/30/2026

She got the divorce papers in March. By August, she realized something: she hadn't filed her own taxes alone in 22 years.
I hear this more than you'd think. Women who just never had to deal with taxes solo... until life changed.
See what I walk women through when this happens: what to know about alimony, retirement account splits, and having someone in your corner who actually understands both the legal and financial side.
I don't just file returns. I help rebuild the whole picture.
If this sounds like you or someone you love, send me a message or feel free to make an appointment: https://app.greminders.com/c/jara/initialtaxconsu

06/17/2026

On Wednesday, June 24, my BNI chapter is hosting a Visitor Day, and I'd love to invite business owners and professionals to join me as my guests.

📍 Ten Pin Alley, Fitchburg
⏰ 7:30 AM – 9:00 AM

If you're looking to expand your network, increase your visibility in the community, and explore potential referral opportunities, this is a great chance to experience what our group is all about.

There is no cost to attend as my guest, and breakfast is included!

If you're interested or would like more details, send me a message. I'd love to introduce you to the group and learn more about your business.

06/12/2026

See how long your current savings might last if a disability interrupted your income.

06/12/2026

Quick reminder for any business owners in my network: the Q2 estimated tax deadline is June 15, just 3 days away.

If you're scrambling to figure out what to pay, I want you to know that's completely normal, and also completely fixable.

Not knowing your number isn't a math problem. It's a systems problem. When we work together, you know your estimated tax liability every quarter before the deadline hits.

No scrambling. No guessing. Just a payment you already planned for.

Thinking about getting ahead of Q3? I have a few spots open for mid-year tax reviews. Drop a comment or send me a message! Happy to chat.

→ Or book directly here: https://app.greminders.com/c/jara/initialtaxconsu

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.