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Acc-U-Rite Tax Service Inc.

(414) 541-4900

Menu of Services

Financial*

*These services are offered by Paul S. Wickert and Jason R. Rose through their affiliation with HD Vest

Retirement account management

(Fee only or commission based)

  • 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

(Fee only or commission based)

  • Mutual funds*
  • Brokerage accounts*
  • College 529 Plans*

Insurance

  • Fixed and Variable Annuities*
  • Life Insurance

Tax and Accounting

Tax Preparation


  • Individual
  • Business
  • Fiduciary and Estate
  • Payroll
  • Tax Planning and Consultation
  • Electronic filing