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Milwaukee Office

6320 West Forest Home Avenue

Milwaukee, WI 53220

Our Mission

How We Work

Our mission is simple, provide the best tax preparation experience possible with a high level of personal service every time.  In order to provide this level of service, the staff at Acc-U-Rite works hard to get to know and understand your particular tax situation so as to provide an accurate and complete tax return with every legal deduction, credit, and subtraction available. 

Tax preparation has become perceived as a commodity.  It is most definitely NOT a commodity.  Tax law is changing constantly and every tax preparer at Acc-U-Rite Tax attends multiple full day seminars along with our own internal classes to stay abreast of current tax law and tax law changes.  Tax Preparation is a specific skill set that allows us to help identify what a taxpayer can potentially subtract from income, deduct, limitations on deductions, and the impact on different types of income.  We become a tax advisor by forewarning the client of any upcoming tax law changes and they can impact a specific tax return 

Many taxpayers consider 'Taxes' as a once a year thing.  Taxpayers get their tax forms in January and February, then they file their tax return by the April 15th deadline.  This can be true for several years, or many years.  But events in life can rise up in any given year and throw out a curveball to affect a tax return unexpectedly.  That is where Tax Planning becomes very important.  When the discussion about retirement comes up, there will likely be many sources of income and each of them may have different tax ramifications.  When someone passes away and leaves an inheritance to a beneficiary, there are many tax implications to be aware of.  When a job is lost and perhaps a severance package is received, that is going to create a tax event.  A child grows up and heads off to college, there are potential tax pitfalls to avoid on both the parents AND the child's tax returns in those years.  A taxpayer decides to invest in a new Rental Property, how to properly allocate depreciable property and tracking that over the years properly is very important.  Not to mention the potential limitations on any rental property losses in certain scenarios. 

When a taxpayer uses Acc-U-Rite Tax Service on a year in and year out basis, the taxpayer has the peace of mind and assurance that no matter what curveballs life throws at them, they have a team in their corner to help them work through their particular issue.  Whether that is when the tax return is being prepared, or during the other nine months of the year with tax planning, Acc-U-Rite Tax is here year round to assist you with any tax situation that you may encounter.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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