Navigate Tax and Financial Waters with Confidence.

We here at Acc-U-Rite pair both our extensive tax knowledge with our personalized financial services to help chart your way to your desired wealth goals. Our goal-based and down-to-earth approach meets every individual where they are in their journey. We welcome you to reach out to see why Acc-U-Rite Tax & Financial Services has been a trusted staple in the Southeastern Wisconsin area for 70 years.

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Our Firm

Our family-owned firm has been around for 70 years! What started in the '50s as a motivated part-time job has flourished into a thriving tax and financial business today. Take a look to see why we help thousands of clients every year.

Learn About Our History

Our Financial Team

Our financial team wants to help you succeed in every financial endeavor. Leveraging our expertise in tax and finance, we aim to provide you with excellent, goal-based wealth management services.

Meet Us

Our Tax Team

Full-Time tax professionals are here for you year-round, with additional seasonal staff available during the tax season. With decades of experience and annual continuing education, our knowledgeable team strives to provide a personalized, stress-free approach to servicing your tax needs.

Meet Us

Our Financial Approach

The Financial Team at Acc-U-Rite aspires to provide you with clarity and guidance through every financial milestone. Click below to explore our goal-based approach.

Explore our Approach

Our Tax Approach

Drawing on our decades of experience,

the tax team at Acc-U-Rite approaches

your taxes with personal care and insight.

Click below to explore our decades of experience.

Explore Our Approach

Financial Services

No matter what your path is in life, our financial services can help you prepare and implement a plan tailored to your goals and needs. Schedule a time to meet with us!

Browse Our services

Tax Services

Our tax services go far beyond filing tax returns. We can help you with your tax plan, amendments, letters, and more so that you can focus on what's important to you.

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AdviceWorks Login

Looking to view your financial accounts with us? Click below to go to our AdviceWorks page for more information!

AdviceWorks Login

ATOM Portal Login

Our convenient tax portal is available for you here! If you're looking to log in, or you haven't had your tax portal set up yet, click below for more information!

ATOM Login

Tax Checklists

Our tax checklists help us help you! We ask all tax clients to complete our Income Tax Checklist every year. Plan ahead and fill out your checklist before you come in!

Tax Checklists

LIVE Acc-U-Rite Lobby Wait Time!

Are you curious about our current lobby wait time? Click the button below to view how many clients we have waiting and the average wait time we are experiencing. The average wait time is no guarantee of the wait time upon arrival.

Acc-U-Rite Lobby

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Check out our Resource Library