Our Tax Approach
Three Ways to Approach Your Taxes
Since Acc-U-Rite's beginning, we have prepared taxes in a sit-down, real-time fashion. We continue to service our clients this way today! We believe that this personal and thorough approach helps our clients feel more involved and confident in their tax preparation. However, we understand that life gets busy, which is why we also offer "Drop-Off" and "Online" tax preparation services. These convenient ways to communicate with our preparers saves our clients time, while still providing excellent tax service. Explore our tax preparation approaches, available all year, below!
In-Person Tax Preparation
Our tax professionals are ready to sit down with you and prepare your taxes! Once you are called to work with a preparer, you will sit with them during the entire preparation process, front to back. We will prepare your return, explain the results, and have you sign off on the final product, all at our desk! You can chat, ask questions, and raise concerns about your return all while you sit with us.
Drop-Off Tax Preparation
Running low on time? You can drop your paperwork off with us at our office! Once you drop off your items, our next available tax preparer will work on your tax return. Then they will reach out if they need more information and/or if they need more information from you to prepare your taxes accurately. Once the return is all done, you can swing by our office to sign and pick up your taxes at your convenience!
Online Tax Preparation
We have an online tax portal ready for our clients to use! You can upload/download documents, e-sign for tax returns, pay our tax preparation fees, and more through our ATOM portal! For security reasons, this portal is only available to exisiting clients. If you are a new client and would like to use our portal, please call us at 414-541-4900 to find out more!
Tax Season Hours and Walk-Ins
Our Tax Season runs from January through April 15th every year. During this time, we are a WALK-IN service only. We are a first-come, first-served business. Once you arrive, you will be asked to check in and you will join our waitlist that our preparers will call from, in order. If you are unable to sit and wait, consider using our Drop-off service, or asking about our online portal!
Off-Season Hours And Appointments
Our Off-Season runs from April 16th through December 31st every year. During this time, we are an APPOINTMENT service only. Call ahead to schedule your tax appointment and be assured that when you come in, you will sit down with one of our full-time staff right away! You can still utilize our Drop-off or online portal services during this time as well.
Tax Team
With decades of experience and annual continuing education, our knowledgeable team strives to provide a personalized, stress-free approach to servicing your tax needs.
Tax Services
Our tax services go far beyond filing tax returns. We can help you with all your tax needs so that you can focus on what's important to you. Explore our services below!
Tax Checklists
Our Tax Checklists help us help you! We ask all clients to complete our Income Tax Checklist every year. Plan ahead and fill out your checklist before you come in.