Broker Check

Milwaukee Office

6320 West Forest Home Avenue

Milwaukee, WI 53220

Acc-U-Rite Tax Service Inc.

Acc-U-Rite Tax Service Inc.


(414) 541-4900

Acc-U-Rite Tax & Financial Services was originally founded on Lincoln Avenue in 1958, providing quality tax preparation and accounting services. In 1993 we recognized a growing need for people to work with a financial professional who not only was a tax expert, but could also apply that expertise to providing financial services. Company President Paul S. Wickert became that financial professional, and joined Avantax Investment ServicesSM that year, making those financial services available to our clients.

Today at Acc-U-rite Tax & Financial Services, investment advisory representative Paul S. Wickert is able to utilize his 22 years of experience and resources to plan, develop and implement not only tax, but complete financial and retirement planning & management solutions to all our clients. In 2012 Paul was joined by investment advisory representative Jason R. Rose who is also one of firm's tax preparers. Paul and Jason stand ready to help our clients foster and pursue their and their families' long term goals and needs now, and on into the future. We are basing those solutions on disciplined and responsible financial planning and investment principals, within a framework of fiduciary integrity and suitability tailored for the best interests of each client as dictated by their individual, personal circumstances.