What are your hours?

During the tax season, our hours are 8:00 AM - 7:00 PM Monday through Friday and 8:00 AM - 1:00 PM. 

During the off-season, our hours are 9:00 AM - 5:00 PM Monday through Friday.

For more details regarding our hours, click HERE.

Can I make an appointment?

During our tax season, we are a walk-in service only. You can come in during any of our open hours and get on our waitlist. For our clients who cannot afford to wait, you can also drop off your paperwork or upload it to our secure portal instead! For more details on our tax preparation process, please click HERE.

During our off-season, we are an appointment-only service. You can call us at 414-541-4900 and secure your appointment to sit down with one of our tax professionals today! Of course, our drop-off and secure portal remain available as tools during our off-season. For more details on our preparation process, please click HERE.

What are your fees?

Our tax preparation fee for Individuals (1040s) starts at $165. However, the price will increase based on the number of forms we need to prepare your return. We do NOT charge by the number of forms you bring in; we charge based on the number of forms we need to prepare and send into the Federal and State entities for a complete tax return. 

Our tax preparation fee for Estates and Trusts (1041s) starts at $350. This flat fee covers up to two hours of work on the tax return. If additional hours are needed to prepare the return, we charge an additional $140/hr. 

Our tax planning fee is $100/hr assessed in 15-minute increments. This tax-planning fee is assessed for tax-planning questions, tax plan creation, and some IRS and WI DOR letter reviews.

What do I bring in?

For our existing clients, bring in all the tax documents you normally need to prepare your return, your driver's license, and proof of your banking account and routing number. If you are unsure a document is necessary, we encourage you to bring it with you so we can check it out. We also encourage you to bring any questions you may have so we can answer them while you are here.

For our new clients, bring in the last two years of your filed tax returns, the tax documents you normally need to prepare your return, your driver's license, and proof of your banking account and routing number. If you are unsure a document is necessary, we encourage you to bring it with you so we can check it out. We also encourage you to bring any questions you may have so we can answer them while you are here. 

What tax documents do you need?

We encourage you to fill out our Income Tax Checklist. Our checklist will walk you through questions designed to help you gather documents that pertain to your individual tax situation. A completed checklist is required from every client upon arrival, but filling it out beforehand can help you organize your documents. You can find our Income Tax Checklist HERE.

As a new client, why do I need to bring the last two years of my taxes?

There are multiple items on a tax return that can carry through year to year. Carryforward gains, carryforward losses, depreciation schedules, and carryforward credits are only a small example of items that need to be maintained throughout tax years. Additionally, being able to assess your prior year returns allows us better insight into your tax situation so that we can help make sure there is no missing information from year to year. Additionally, if we do find something that needs to be corrected from prior years, we can walk you through that as well.

My return has been filed, where's my refund?

Once your return has been filed, you will need to check with the government authorities for the status of your refund, as Acc-U-Rite Tax does not receive updates on return processing from the Internal Revenue Service or the Wisconsin Department of Revenue. 

To check your IRS refund status, click HERE.

To check your WI DOR refund status, click HERE.

I got a letter! What do I do now?

We encourage our clients to bring their Internal Revenue Service or Wisconsin Department of Revenue letters to our office so we can assess them and help you understand what they are asking for. We need to see ALL pages of the letter that you receive. You can also digitally upload your letter to our tax portal for us to view. If a response is needed, we can give you next steps on how to navigate correspondence with each governing authority. Fees for our time may apply.

Do you electronically file my tax return?

Yes! If a tax preparation agency is required to file at least 10 tax returns in a calendar year, then they must submit all tax returns electronically. Acc-U-Rite files more than 10 tax returns each calendar year, meaning we are required by the Internal Revenue Service to submit them via electronic delivery. Sometimes, issues arise resulting in a tax return that needs to be mailed in. However, our preparers would walk you through that process if the need arises. 

How do your preparers keep up with new tax laws or tax law changes?

Every preparer is required to participate in a minimum of 16 hours of continuing education annually provided by a third-party educator. Additionally, Acc-U-Rite provides its preparers with internal training of at least 10 hours annually as well. This ensures that we are current on tax laws.

Do I have to fill out your Income Tax Checklist?

Yes, please! This helps us ensure we cover your bases when it comes to taxable events that might affect you. You can either fill it out before you stop by or after you check in at our office.

Can I send or receive checks from the Internal Revenue Service?

This is the answer the Internal Revenue Service currently has published on their website:

"Q2. How much longer will taxpayers be able to pay the IRS by check or money order? (added Jan. 27, 2026)

A2. For now, mailed payments to the IRS, including cash, checks, and money orders, will still be accepted and processed. However, over time, the IRS will fully transition to electronic methods. The IRS will accept checks when electronic payment methods are not available for a certain transaction type or in specific situations such as those involving hardships, and/or legal and procedural requirements."

Please click HERE to read the IRS Q&A regarding Check vs. Electronic Payments on their website.

Can I send or receive checks from the Wisconsin Department of Revenue?

Yes. The Wisconsin Department of Revenue has put out no stipulations regarding an electronic payment transition.

Can you set up my direct deposit for me?

Of course! As we complete your tax return, we can set up your refunds to be direct deposited right into your bank account. We will input your banking information before your return is complete. Then, we will have you review and sign that your banking information is listed correctly. We then send your tax return, with your banking information on it, electronically to the IRS and State authorities for them to use. Once we send your direct deposit information in with your tax return, there is no way for Acc-U-Rite Tax to change the banking information for that tax year. Additionally, if you already have direct deposit information set up in our system from prior years, we will have you re-verify and re-sign off on your banking information every annually. If your banking information has changed, it is your responsibility to notify Acc-U-Rite. It is also your responsibility to make sure that your banking information is listed correctly in the signature set each year.

Can you set up my direct debit for me?

Of course! As we complete your tax return, we can set up your balance due to be directly debited right from your bank account. We will input your banking information before your return is complete. Then, we will have you review and sign that your banking information is listed correctly. We then send your tax return, with your banking information on it, electronically to the IRS and State authorities for them to use. Once we send your direct debit information in with your tax return, there is no way for Acc-U-Rite Tax to change the banking information for that tax year. Additionally, if you already have direct debit information set up in our system from prior years, we will have you re-verify and re-sign off on your banking information annually. If your banking information has changed, it is your responsibility to notify Acc-U-Rite. It is also your responsibility to make sure that your banking information is listed correctly in the signature set each year. If your balance due is not withdrawn on the withdrawal date you signed off on, our clients have three business days to notify us that your payment was not withdrawn so that we can help you find other options to make your payment. It is always the responsibility of the taxpayer to ensure that their tax balance due is paid.

Can you set up my estimated tax payments for me?

Of course! As we complete your tax return, we can set up your estimated taxes to be directly debited from your bank account each quarter. We will input your banking information before your return is complete. Then, we will have your eview and sign that your banking information and estimated tax amounts are listed correctly. We then send your tax return, with your banking information on it, electronically to the IRS and State authorities for them to use. Once we send in your estimated tax information on your tax return, there is now way for Acc-U-Rite to cancel or alter your estimated tax payment amounts, dates, or banking information. Additionally, if you already have banking information set up in our system from prior years, we will have you re-verify and re-sign off on your banking information annually. If your banking information has changed, it is your responsibility to notify Acc-U-Rite. It is also your responsibility to make sure that you have enough funds available in your bank account to cover the estimated tax withdrawal. It is your responsibility to make sure that your banking information is listed correctly on the signatures et each year as well. If your estimated taxes are not withdrawn by the estimated tax due dates, our clients have three business days to notify us that your payment was not withdrawn so that we can help you find other options to make your payment. It is always the responsibility of the taxpayer to ensure that their tax balance due is paid.

How far out can I set up my automatic withdrawal?

For clients who come in during our January, February, and March months to have their return completed, you can have your balance due set to be pulled out as late as April 1st. The due date for tax balances to be paid is April 15th. To ensure that our clients have enough time to notify Acc-U-Rite if a payment is not withdrawn, we do not allow future payments past April 1st. If your balance due is not withdrawn by April 1st, our clients have three business days to notify us that your payment was not withdrawn so that we can help you find other options to make your payment. It is always the responsibility of the taxpayer to ensure that their tax balance due is paid.

For clients who come in during April 1st - April 15th to have their return completed, you will not have the option to set up your balance due to be pulled at a future date. Your balance due will be set up to be withdrawn on the date that you come in to finish and sign for your tax return to be electronically filed. If your balance due is not withdrawn by April 15th, our clients have three business days to notify us that your payment was not withdrawn so that we can help you find other options to make your payment. It is always the responsibility of the taxpayer to ensure that their tax balance due is paid.

Are we fiduciaries?

Yes! Our team is fee-based fiduciaries. Our Financial Advisors will put your best interests first and foremost every time.

How will you communicate with me, and how often?

We do a majority of our communication in person, by phone, or through email. We believe that a personal touch is always needed as your advisor, which is why when you call Acc-U-Rite Tax, our very real, not AI, staff will answer every time! We conduct annual meetings with our financial clients at a minimum. However, we end up speaking with our clients three to four times, on average, a year for varying tax and financial reasons. Our door is always open, and our phone lines are always available for our clients who have questions, concerns, or need additional services during any part of the year. 

How do I make an appointment?

Please call us at 414-541-4900 and speak to our receptionist. Otherwise, please navigate HERE to request an appointment through our website! We take financial appointments all year round, even during tax season! Please note: we do not take appointments for tax returns during our tax season.

Is there a fee to meet with you?

We do not charge for our initial financial meeting. Our financial consultations are meant to gather information, answer questions, and set our clients up for success moving forward together with our team. We are primarily fee-based fiduciaries. Please reach out to learn more about our fee structure.

What should I bring with me?

For all clients, please bring your driver's license, your last available account statements for all financial accounts, and any questions you may have. If you are not a current tax client of Acc-U-Rite, please also bring the last two years of completed tax returns.

Is there a minimum I need to invest with you?

There is no minimum to invest with us. We encourage clients of all portfolio sizes to reach out and meet with us.