Broker Check

Acc-U-Rite Tax Service Inc.

(414) 541-4900

Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast
Agent Photo

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

OFFICE HOURS & FILING INFORMATION

Tax Year 2016 Electronic Filing begins January 23rd 2017

Please take note; While all returns can be e-filed on the 23rd, the IRS has mandated that any return containing the Earned income Credit or the Additional Child Tax Credit will have any refund held and not released until at least February 15th 2017.

Tax Season hours (January 23rd through April 18th, 2017)

  • 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, 2017)

  • 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

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Term vs. Permanent Life Insurance

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

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

What is the Value of Your Business?

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

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Compound Interest

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

View all videos arrow