Broker Check

Full Staff During Tax Season...

Acc-U-Rite boasts a well-rounded staff during the tax season to help your taxes get professionally filed on time. Our staff has an impressive tax preparation tenure. And all of our staff undergo extensive annual continuing education to ensure they have the most up-to-date knowledge of the tax code.

...Full-Time Staff When It's Not

Acc-U-Rite FIRMLY believes that taxes and their impact occur all year. From IRS letters to filing on extensions, we are here to help you in every season - NOT just tax season! We have a smaller, dedicated full-time staff here to assist you with every tax need, all year round. 

Meet Our Tax Team

Acc-U-Rite Leadership

Jason  Rose

Jason Rose

President, EA, Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Cassandra Pasbrig

Cassandra Pasbrig

Operations Manager & Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Full-Time Tax and Admin Professionals

Patti T

Patti T

Full-Time Tax Preparer

(414) 541-4900

(414) 541-6220

Pam Justus

Pam Justus

Tax Preparer & Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Ashley Rose

Ashley Rose

Tax Preparer & Investment Assistant

(414) 541-4900

(414) 541-6220

Taylor M

Taylor M

Full-Time Receptionist

(414) 541-4900

(414) 541-6220

Seasonal Tax and Admin Professionals

Dave A

Dave A

Seasonal Tax Preparer

(414) 541-4900

(414) 541-6220

Gary M

Gary M

Seasonal Tax Preparer, Enrolled Agent

(414) 541-4900

(414) 541-6220

Jodi D

Jodi D

Seasonal Tax Preparer

(414) 541-4900

(414) 541-6220

Joshua R

Joshua R

Seasonal Tax Preparer

(414) 541-4900

(414) 541-6220

Ken L

Ken L

Seasonal Tax Preparer

(414) 541-4900

(414) 541-6220

Kristina N

Kristina N

Seasonal Tax Preparer

(414) 541-4900

(414) 541-6220

Michelle P

Michelle P

Seasonal Tax Preparer

(414) 541-4900

(414) 541-6220

Mike O

Mike O

Seasonal Tax Preparer

(414) 541-4900

(414) 541-6220

Mike T

Mike T

Seasonal Tax Preparer, Enrolled Agent

(414) 541-4900

(414) 541-6220

Paul Wickert

Paul S. Wickert, 

Enrolled Agent, ChFC, Investment Advisor Representative

(414) 541-4900

(414) 541-6220

Ron T

Ron T

Seasonal Tax Preparer, Enrolled Agent

(414) 541-4900

(414) 541-6220

Andrea S

Andrea S

Seasonal Receptionist

(414) 541-4900

(414) 541-5660

Heather B

Seasonal Receptionist

(414) 541-4900

(414) 541-6220

Shannon R

Shannon R

Seasonal Receptionist

(414) 541-4900

(414) 541-6220

Pat W

Seasonal Receptionist

4145414900

4145416220

Christie H

Christie H

Seasonal E-Filer

(414) 541-4900

(414) 541-6220

Terri H

Terri H

Seasonal Receptionist

(414) 541-4900

(414) 541-6220


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 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!

Browse Our Services

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
How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn More
What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.
Learn More
Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
Learn More

Contact Us for Your Tax Needs!

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Thank you for your submission! We will reach out in 1-3 business days. REMINDER: We do not take tax appointments during the tax season. We are a walk-in business during that time. Thank you! There was a problem with the form submission. Please try again.