Broker Check

The Acc-U-Rite Tax Team

FINANCIAL SERVICES

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:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management analysis *

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?

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.

 TAX PREPARATION SERVICES

Our seasoned team of Tax Preparer's work hard during the tax season to help individual's reduce tax liability.  Our personal tax preparation services include tax return preparation and planning for individuals, partnerships, rental property owners, and small business returns. 

But, Taxes do not stop when April 15th rolls around because taxes are an all year issueWe have a staff that is available year round for tax planning situations. 

Did you sell a Rental Property?  Let's do a tax plan since all that depreciation you took while renting the property now has to be recaptured and can create a surprise on your tax return without proper planning and potentially estimated payments. 

Are you retiring soon?  The transition from working to retirement creates some unique challenges.  Your income can change from a single W-2 stream of income to multiple streams of income from Social Security, retirement savings, investments, an annuity, and possibly a pension.  Each of these income streams can potentially have different tax treatments and/or benefits.  When you retire we usually see two unique tax years as part of the transition into retirement.  The first year of retirement usually has some wage income from the early part of the year, maybe a lump sum payout on your final paycheck as sick pay and vacation pay are paid out.  The multiple streams of retirement income for only a portion of the year create a unique tax situation for your first year of retirement.  Your second year of retirement shows the full year picture from all of your streams of income. 

When you work with us, we do what we can to help you gain a perspective and understanding of how life events and taxation walk hand in hand throughout your life time.  

Let's take a moment and talk about the commoditization of tax preparation.  It can be easy to go and utilize an online service and perhaps save a hundred dollars.  If you forget to include some income, the Federal and State governments will be happy to send you a letter to inform you that you did not report all of your income on your tax return.  But have you given any thought to what would happen if you overlooked a subtraction, a deduction, or a tax credit that could have reduced your tax liability?  Rarely will you receive a letter notifying you that you missed out on a potential tax benefit simply because the Powers That Be simply don't know if you qualify for that benefit.  Has the tax law changed recently where you were previously disallowed from claiming a tax benefit, but this year you now qualify even though your income did not change?  From the stand point of working through your particular situation to determine if you qualify, a tax preparer can easily become your best financial friend. 

The best part of using a tax preparer is that we get to know about your specific situation and how things change over time.  As your kids hit certain age milestones, we provide some helpful advice and things to be aware of in the next year or two.  Has a rental property investment opportunity or a new self-employed business opportunity presented itself to you?  Having a tax preparer who knows your situation already can provide helpful guidance far more quickly and accurately.  While you may save a small amount of money on a do it yourself program, you may potentially be missing out on a larger amount of money by missing a potential subtraction, deduction, or tax credit.  That is the true benefit of have a tax professional in your corner.  Each of our tax preparers spend a minimum of 16 hours of continuing education every year to stay up to date on constantly changing tax laws.  Are we perfect?  Absolutely not.  If you ever find anyone who tells you they are perfect, avoid them like the plague and run away because we all have faults that we have to deal with in life.  But in this office, we can honestly say we will do our absolute best on each and every tax return for each and every tax client that complies with the tax code.  And, well, in the phrase that Forrest Gump made famous, That's All I Got To Say About That!

Jason Rose

President, EA, Investment Advisor Representative

(414) 541-4900

(414) 541-6220

jason@acc-u-rite.com

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...

Read more

Pam Justus

Financial Advisor & Tax Preparer

414-541-4900

414-541-6220

Pam@Acc-U-Rite.com

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...
Read more

Cassandra Pasbrig

Tax Preparer & Investment Advisor Representative

414-541-4900

414-541-6220

cassie@acc-u-rite.com

Cassie is one of our full time, year round staff members.

Read more

Paul S. Wickert, EA, ChFC, Investment Advisor Representative

EA, ChFC, Investment Advisor Representative

(414) 541-4900

(414) 541-6220

paul@acc-u-rite.com

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®.

Read more

Gary M

Seasonal Tax Preparer

414-541-4900

414-541-6220

Gary is one of our Seasonal Staff Members.

Read more

Patti T

Accountant & Tax Preparer

414-541-4900

414-541-6220

Patti is one of our full time tax preparers, available year round.

Read more

Terri H

Full Time Administrative Staff

414-541-4900

Terri is the Full Time Administrative Staff person.

Read more

Dave A

Seasonal Tax Preparer

414-541-4900

Jodi D

Seasonal Tax Preparer

414-541-4900

Ken L

Seasonal Tax Preparer

414-541-4900

Kristina N

Seasonal Tax Preparer

414-541-4900

414-541-6220

Mike T

Seasonal Tax Preparer, EA

414-541-4900

Ron T

Seasonal Tax Preparer, EA

414-541-4900

414-541-6220

Mike O

Seasonal Tax Preparer

414-541-4900

Christie H

Administrative Staff

414-541-4900

414-541-6220

Kelly L

Seasonal Tax Preparer

414-541-4900

Wayne O

Seasonal Tax Preparer

414-541-4900