Tax Services

Our seasoned team of tax preparers work hard during the tax season to help individual's reduce tax liability and file their taxes in a timely fashion.  Our services include tax return preparation, estate and trust tax returns, business returns, amendments, and tax planning for all types of tax returns.

Because taxes are a year-round occurrence, we are open year-round to help you with all your tax needs.  We have full-time staff that is ready to meet with you and answer any question you might have. Our staff of full-time and seasonal tax preparer's can assist our clients with the following:

Tax Preparation

We offer tax preparation for new and returning clients all year round. We can help you with your individual tax return, a business return, an estate or fiduciary return, or any other planning or consultation that may be necessary. Let us handle all of your tax preparation needs! During the tax season (Jan 20th - April 15th) we are a walk-in, first-come, first-served service. During our non-tax season, we are an appointment-based service. Please call us at 414-541-4900 if you'd like to come in and see us!

• Tax Preparation for Individuals
• Tax Preparation for Businesses
• Fiduciary and Estate Tax Returns
• Tax Planning and Consultation
• Electronic Filing
• Amendments
• Extensions

IRS Letter Explanations

We know that Internal Revenue Service (IRS) and Wisconsin Department of Revenue (WIDOR) letters can cause unwanted stress and can be confusing for the average taxpayer. That's why you can bring your IRS or WIDOR letter to us here at Acc-U-Rite Tax and we will help you navigate your next steps whatever they may be. 

Financial Services*

At Acc-U-Rite Tax & Financial Services, we believe our financial teamwork between Jason Rose, Pamela Justus, and Cassandra Pasbrig, brings a rich client experience to all we do. We work together Monday through Friday, year round, to help you with all of your potential financial needs. Please call us at 414-541-4900 to schedule a free Financial Consultation Appointment to see what services we can provide to you!

We can help you address:

• Investing principles and strategies *
• Retirement investing and distribution strategies *
• Estate conservation issues
• Risk management analysis *
  

We also can answer your questions, including:

• Can I retire early? *
• Are my investments working hard enough? *
• What’s a good approach for college savings? *
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?

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

Retirement account management:

• Rollovers* of IRA’s* or any Qualified Plans*
• IRA’s*
• SEP’s*
• Simple’s*
• 401K’s*
• Distribution strategies

Planning & Strategies for:

• Retirement
• College
• Taxes
• Insurance

*Investment management:

• Brokerage accounts*
• College 529 Plans*

Insurance:

• Fixed and Variable Annuities*
• Life Insurance*

*These services are offered by Jason R. Rose, Pamela Justus, & Cassandra Pasbrig.  The investment options with these accounts can be fee based or commission based.  A fee based approach is also known as a Fiduciary agreement.