Acc-U-Rite Tax Service Inc.

(414) 541-4900

How to Retire Early Keeping Up with the Joneses Busting the Bubble Inflation and Your Portfolio
Agent Photo

Acc-U-Rite.......more than just taxes!

OFFICE HOURS

Tax Season hours (January 19th through April 15th, 2015)

  • Monday through Friday 9am** to 8pm
  • Saturday 9am** to 5pm
  • Closed on Sunday

**Doors open at 8am. Tax preparation begins by 9am as preparers become available.

Non-Tax Season hours - (Resume on April 16th, 2015)

  • Monday through Friday 9am to 5pm
  • Evening hours to 6pm available by appointment only.
  • Appointments are required for all services after April 15th
  • Saturday- Closed
  • Sunday- Closed
  • Other evening hours, for financial or investment services* only, available by appointment.

*These services are offered by Paul Wickert and Jason Rose through their affiliation with H.D. Vest Investment ServicesSM and H.D.Vest Advisory ServicesSM.

Acc-U-Rite Tax Service Inc. is not a registered broker/dealer or independent investment advisory firm.

 

Helpful Content

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Your Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

View all videos arrow