Tax Season Team
Tax Preparers
Jason Rose
President, EA, Investment Advisor Representative
(414) 541-6220
Jason Rose received his Bachelor's degree in communications from the University of Wisconsin-Milwaukee in 2000. He joined Acc-U-Rite Tax Service in 2010 as a full time seasonal tax preparer. In 2011 Jason attained his Wisconsin Life...
Pam Justus
Tax Preparer & Investment Advisor Representative
(414) 541-6220
Pam is an Investment and Tax Advisor Representative with Acc-U-Rite Tax Service. Pam joined the Acc-U-Rite team in 2018 as a tax preparer and has quickly expanded her knowledge as a financial advisor. Pam earned her bachelor’s...
Paul S. Wickert,
Enrolled Agent, ChFC, Investment Advisor Representative
(414) 541-6220
Bachelors degree in economics from Carroll University in 1973. Joined Acc-U-Rite in 1984, passing the Enrolled Agent (EA) exam in 1985. Joined Avantax in 1993 with licensures for series 6,7,63,65 securities, WI Life, IAR and ChFC®.
Gary M
Seasonal Tax Preparer, Enrolled Agent
(414) 541-6220
Gary is one of our Seasonal Staff Members.
Cassandra Pasbrig
Operations Manager & Investment Advisor Representative
(414) 541-6220
Cassie is one of our full time, year round staff members.
