Broker Check

Acc-U-Rite Tax Service Inc.

(414) 541-4900

Forecast Retirement Redefined Acres of Diamonds Investments
Agent Photo

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

OFFICE HOURS

Tax Season hours (January 18th through April 18th, 2016)

Tax Year 2015 Return filing begins January 19th 2016

  • 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 19th, 2016)

  • 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

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Sit, Stay, Rollover: A Guide to IRA Rollovers

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

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?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

A Look at Systematic Withdrawals

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

View all presentations arrow

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Rightsizing for Retirement

What does your home really cost?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos arrow