Acc-U-Rite Tax Service Inc.

(414) 541-4900

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


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

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How Stocks Work

How Stocks Work

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

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

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


When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

How Stocks Work

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

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is the Dividend Yield?

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

Historical Inflation

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

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.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Tax Management Strategies

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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