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6320 W Forest Home Avenue, Milwaukee, WI 53220

414-541-4900
fax@acc-u-rite.com
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Tax Services

1040 (Individual/Personal)
Tax Return Preparation

Personal tax preparation is our focus at

Acc-U-Rite Tax Services. We can prepare your current year, prior year(s), and/or multiple years at once. No matter your situation, we can help you file your taxes in a timely fashion.

1041 (Estate and Trust)
Tax Return Preparation

Estate and Trust tax preparation can be tricky and time-consuming. Let Acc-U-Rite help you navigate through your estate or trust tax filing needs. We can do current year, prior year(s), and/or multiple years if the need arises. We'll walk you through every step of the filing process.

Amendment Tax Returns

Do you need your tax return changed after it has been filed? We can help! Filing a corrected tax return is called an "Amendment". We offer Amendment services to new and existing clients for both Federal and State tax returns. 

Tax Planning

Financial and money moves you make during the year can impact your tax return in meaningful ways. Before making a decision, you can find out what the tax ramifications would be with our tax planning services! We can run through as many scenarios as necessary to make sure you're informed. 

Extensions

We can file an extension for you if you need extra time to file your tax return. 

IRS/WI Letters

IRS and WI letters can be scary. We can help you determine what each letter says as well as help you formulate a response if necessary. This service is for new and existing clients.

Tax Withholding

Do you need help filling out a withholding form? We can help you navigate how to fill out the form to have your desired withholding met.

Electronic Filing

We electronically file every tax return. However, we can also mail in tax returns if the return is a closed year, rejected, or needs to be mailed in for other miscellaneous reasons.

Rentals

We are well-versed in rental properties on your individual tax return. Rental set ups, active leasing, and rental sales are all items in which we are well-versed. Check out our checklists for our Schedule E Rental Organizer!

Business

Do you own a business or LLC as a sole proprietor? We help hundreds of clients every year file their Schedule C on their individual tax return. Check out our checklists for our Schedule C Business Organizer!

Sale of Assets

Did you sell property, stock, and/or cryptocurrency this year? We can help you make sure that your taxes reflect those sales appropriately on your individual tax return.

K-1s

K-1s are tax forms that are given to clients who have a stake in partnerships, estates, trusts, or other business ventures. We are familiar with and can help you make sense of your
K-1 on your tax return.

Called Workers

Are you a clergy memeber and/or a called worker? Our staff has deep knowledge on the inner workings of housing allowance, parsonage allowance, estimated taxes, and the ins and outs of self-employment tax to make sure your tax return is filed correctly!

Dependents

Do you have any kids? We can help you claim your dependents. We also can help you with an adoption credit, child tax credit, child care expense credit, and more pertaining to your kids!

IRA/Pensions

If you receive income from your IRA, Pension, ROTH, Brokerage account, and/or Social Security, we are more than capable of preparing your return. At the same time, if you have questions pertaining to your financial situation, reach out to one of our financial advisors today!

Rollovers

Direct rollover, 60-day rollovers, partial rollovers, conversions, and more can be tricky to navigate on your tax return. Let our team help you get it right!

529 Plans

If you are contributing to a loved one's 529 plan, and/or if you are withdrawing from a 529 plan to pay for school expenses, we can help you make sure your 529 dealings are reported correctly on your Federal and Wisconsin tax return!

Tuition Credits

Did you pay for private school tuition and/or college tuition this year? Let us help you find the credits and subtractions you might qualify for.

HSA

Contributions and distributions to and from your HSA either through work or through an outside plan need to be reported on your tax return correctly. Let us help you!

State Filings

We can help you file a state tax return for any/multiple of the 50 United States that have a State Income Tax Filing Requirement. We are unable to prepare a Puerto Rico tax return at this time.

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.

Meet Us

Tax Approach

We believe that every client deserves personal care and insight into their tax situation all year. Our knowledgeable, professional, and personal approach to getting your taxes prepared will put your mind at ease.

Explore Our Approach

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!

Tax Checklists
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
Learn More
Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.
Learn More
Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More
Check Out More Resources

Contact Us For Your Tax Needs!

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