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Acc-U-Rite Tax Service Inc.

(414) 541-4900

Team

 
Bachelors degree in economics from Carroll University in 1973. Joined Acc-U-Rite in 1984, passing the Enrolled Agent (EA) exam in 1985. Joined HD Vest in 1993 with licensures for series 6,7,63,65 securities, WI Life, IAR and ChFC®.

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Jason R. Rose AFSP, IAR

Tax Preparer, Investment Advisory Representative

414-541-4900

414-541-6220

Jason Rose received his Bachelor's degree in communications from UWM in 2000. He joined Acc-U-Rite Tax Service in 2010 and has attained his series 7, 63, 65 (IAR) and WI Life and Variable licenses through his affiliation with HD Vest..

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Jodi, Gary, Patti and Christie

4145414900

4145416220

This is the rest of our staff who work year 'round at Acc-U-Rite. Gary is the Office Manager and is an Enrolled Agent, Jodi and Patti work on taxes and accounting and Christie is our payroll specialist and receptionist.

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