Acc-U-Rite Tax Service was formed in January of 1957.  The founders of the company were Charles (Chuck) E. Metzger and Thomas G. Young.  The very first office was located at 1435 W. Lincoln Ave in Milwaukee, WI; a small building between Southside Beer Depot (also known as "Lefty's") and Wojcik's Record Store. Acc-U-Rite's initial office equipment consisted of borrowed library tables and waiting chairs.  There was one full keyboard adding machine with a filing cabinet consisting of an Oleo Margarine box perched on a card table.  These were auspicious beginnings for the company.

Acc-U-Rite Tax Service's first tax season saw Diane Young (Tom Young's wife) working afternoons and taking in information while Chuck and Tom prepared tax returns in the evenings and weekends.  Both worked full-time jobs, with Tom employed at Pressed Steel Tank and Chuck employed at Ladish Company.

The building at 1435 W. Lincoln Ave had been rented for the first tax season only and was not available the next year. This necessitated a search for a new facility.  At this time in the late 1950's, Lincoln Ave bustled with activity, making the office at 1551 W. Lincoln Ave an ideal office location.  However, this location was very narrow!  The office was nineteen feet long and only six feet wide, without any restroom facilities.  If anyone needed to use the restroom, they could go to the Tavern next door or Red's Lunch to the east just across 15th Place. On a cold day in December, Chuck and Tom painted the walls.  The building was not well-insulated, but the paint stuck to the walls nonetheless.  In April, near the end of that tax season, the paint peeled off the walls in sheets during the spring thaw. It turns out the paint had frozen onto the walls! 

At this time, Chuck and Tom began to rent the office space annually to eliminate office-hopping each tax season.  They custom-made their desks from plywood. A client chair was placed at each desk, and a typing table was set in between. Acc-U-Rite's typist would type each return as Chuck Metzger and Tom Young prepared them. Doreen Metzger (Chuck's wife) and Diane Young were both working part-time in the afternoons to service the office.  Rent was $25 per month, which included the heat!  After three years, the business was growing, and Acc-U-Rite Tax Service moved to accommodate this growth.

In 1961, Acc-U-Rite Tax Service moved to 1563 W. Lincoln Ave., sharing an office with South Side Driving School.  Acc-U-Rite's tax team now consisted of six seasonal, part-time tax preparers. Chuck Metzger and Tom Young still worked evenings and Saturdays while holding their full-time jobs, and Doreen Metzger worked full time during the tax season.

The year 1966 was quite a momentous one for Acc-U-Rite Tax Service.  Tom Young left his full-time job to start working full-time at Acc-U-Rite in January.  Acc-U-Rite purchased the former Worden Funeral Home building at 1601 W. Lincoln Ave and opened a second office at 4121 W. North Ave. Chuck Metzger left his full-time job in December to start working full-time at Acc-U-Rite beginning January 1st, 1967.

Over the next decade, Acc-U-Rite Tax Service acquired other tax practices and incorporated them under Acc-U-Rite Tax Service's name.  At one point in the 1970's there were eight offices in the Milwaukee area! By 1979, Acc-U-Rite Tax Service consolidated to two locations, one on Lincoln Avenue and one on North Avenue. The North Avenue office was moved to 4020 W. North Ave after a former service station was purchased from Enco Oil Company and remodeled.

In 1984, Tom Young was diagnosed with cancer and sold his half of the business due to his failing health.  At this time, Paul Wickert (Chuck's son-in-law) and Richard Metzger (Chuck's brother) became partial owners.  Acc-U-Rite Tax continued to grow throughout the 1980's and early 1990's with their two locations on Lincoln Ave and North Ave.  Paul Wickert began providing financial services in the late 1980's through H.D. Vest Financial Services, which is now known as Avantax by Cetera®.

In November of 1994, Acc-U-Rite moved into larger quarters at 6320 W. Forest Home Ave from the Lincoln Ave location.  In 1998, the North Street location was sold, and all tax preparation was processed through the Forest Home location, our current location.  Chuck 'retired' by selling his ownership interest in the business to Paul and Richard, but stayed on during tax season to continue to work with his clients.  Chuck spent nearly 15 years in a semi-retired state by working during tax seasons.  His final tax season was in 2013.   Chuck passed away on January 27, 2018. Richard semi-retired in the early 2000's, selling his portion of the business to Paul Wickert, who became sole owner and President.  Richard kept working with some of his clients during tax season as part of his retirement.  Richard fully retired in 2018.

On January 1, 2020, Paul Wickert sold the business to Jason Rose, an employee at Acc-U-Rite Tax since 2010. Paul continues to work seasonally in his retirement. While Jason is not related to the founding family, he worked with Chuck for several years before his full retirement and with Paul for a decade. Jason's great-aunt Susie worked at Acc-U-Rite for 35 years and introduced Jason to Acc-U-Rite Tax. 

Since the ownership change, Jason steered Acc-U-Rite through nebulous and choppy waters of the worldwide pandemic, COVID-19.  Acc-U-Rite Tax had to change its tax preparation style by pivoting from preparing most of its returns in-person to a drop-off tax preparation model literally overnight.  As a result, Acc-U-Rite provides both in-person, drop-off, and online portal tax preparation methods today! Jason continues to grow Acc-U-Rite Tax as we come up on our 70th year of operation this coming tax season of 2027!

While the style of tax preparation has changed over the years; from typed tax returns with the original two owners in the 1950's to the handwritten tax returns with four layers of carbon paper in the 1980's to the advent of computers in the late 1990's, one thing has remained constant through all six plus decades of business.  We are a family business that cares for our clients' tax and financial needs before, during, and after tax season.  Regardless of whether you are a client that has been with us "since Lincoln Avenue" or a new client, we will always do our best to ensure an accurate tax return and exemplary customer service that all of our clients are accustomed to!