Tax Preparation by Appointment Only during the Off Season

We take appointments for tax and financial meetings during the OFF-SEASON to ensure staff availability.  We are currently preparing tax returns by appointment only during this time of the year.  Masks are optional.  The current CDC guidelines say that you should continue to wear a mask if you have NOT been vaccinated and can forego wearing a mask if you have been vaccinated.  Since we are all adults, and definitely not your Mother, you make the choice that is appropriate for your health and situation.  Our tax preparer will wear a mask upon request by a client.

We also recognize that not everyone is available to meet during regular office hours.  Weekday evening hours are available with a two day advance appointment request and also dependent on the availability of one of our staff members for tax or financial meetings.  Financial* and Investment* meetings are only available with Jason Rose or Pamela Justus.

*These services are offered by Jason Rose, Pamela Justus, & Cassandra Pasbrig through their affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

Acc-U-Rite Tax Service Inc. is not a registered broker/dealer or registered investment advisory firm.