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Tax Services, Financial Services & More

Tax Services, Financial Services, & More!

Tax and Accounting

Our seasoned team of tax preparers work hard during the tax season to help individual's reduce tax liability.  Our services include tax return preparation, tax planning for individuals, partnerships, rental property owners, and small business returns, amendments, accounting, and IRS problem resolution. 

But, taxes do not stop when April 15th rolls around because taxes are an all year issue.  We have a staff that is available year round for tax planning situations. Give us a call for tax services in Milwaukee & Elm Grove, WI. Our staff of full time and seasonal tax preparer's can assist our clients with the following:

Tax Preparation

We offer tax preparation for new and returning clients all year round. We can help you with your individual tax return, a business return, an estate or fiduciary return, or any other planning or consultation that may be necessary. Let us handle all of your tax preparation needs!

  • Tax Preparation for Individuals
  • Tax Preparation for Businesses
  • Fiduciary and Estate Tax Returns
  • Tax Planning and Consultation
  • Electronic Filing
  • Amendments

Accounting / Bookkeeping

We have the ability to do your accounting / bookkeeping for your business! Contact us for more information!

IRS Problem Resolution

We know that IRS letters can cause unwanted stress and can be confusing for the average taxpayer. That's why you can bring your IRS letter to us here at Acc-U-Rite Tax and we will help you navigate your next steps. We will clearly explain what the letter entails and if a response is necessary, we will help curate your IRS reply. We are here to help you gain peace of mind when it comes to your taxes!


At Acc-U-Rite Tax & Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management analysis *

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

* These services are offered by Jason R. Rose, Pamela Justus, Cassandra Pasbrig, and Paul S. Wickert through their affiliation with Avantax.

Retirement account management

  • Rollovers* of IRA’s* or any Qualified Plans*
  • IRA’s*
  • SEP’s*
  • Simple’s*
  • 401K’s*
  • Distribution strategies

Planning & Strategies for:

  • Retirement
  • College
  • Taxes
  • Insurance

*Investment management

  • Brokerage accounts*
  • College 529 Plans*


  • Fixed and Variable Annuities*
  • Life Insurance

*These services are offered by Jason R. Rose, Pamela Justus, Cassandra Pasbrig, & Paul S. Wickert.  The investment options with these accounts can be fee based or commission based.  A fee based approach is also known as a Fiduciary agreement.