Broker Check

Acc-U-Rite Tax Service Inc.

Acc-U-Rite Tax Service Inc.

President & CEO

(414) 541-4900
fax@acc-u-rite.com

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.  Paul S. Wickert became that financial professional, and joined Avantax Investment ServicesSM that year, making those financial services available to our clients.

Over the years at Acc-U-Rite Tax & Financial Services, investment advisory representative Paul S. Wickert was able to utilize his many 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 advisor representative Jason R. Rose who is also one of firm's tax preparers. In 2018 Pamela Justus joined the financial services team.  Beginning in 2020, Jason Rose became President of Acc-U-Rite Tax & Financial Services, and Paul entering into a semi-retired state.  In 2021, Cassandra Pasbrig joined the team.  Cassandra became an Investment Advisor Representative and is working in a support position for Jason and Pam as Operations Manager and also as one of the firm's tax preparers.  Jason and Pam 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.