6320 West Forest Home Avenue,
At Acc-U-Rite Tax & Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Do I have enough life insurance for my family?
* These services are offered by Jason R. Rose, Pamela Justus, Cassandra Pasbrig, and Paul S. Wickert through their affiliation with Avantax.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
President, EA, Investment Advisor Representative
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...
Tax Preparer & Investment Advisor Representative
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...
Cassie is one of our full time, year round staff members.
Enrolled Agent, ChFC, Investment Advisor Representative
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®.
Seasonal Tax Preparer, Enrolled Agent
Gary is one of our Seasonal Staff Members.
Accountant & Tax Preparer
Patti is one of our full time tax preparers, available year round.
Terri is the Full Time Administrative Staff person.
Seasonal Tax Preparer
Accountant and Tax Preparer