ACC-U-Rite Tax Service

What ACC-U-Rite Tax Service does

Acc-U-Rite Tax Service Inc. is a privately held tax preparation and financial services firm founded in January 1957 and headquartered in a single office at 6320 West Forest Home Avenue in Milwaukee, Wisconsin. The firm prepares federal and state tax returns for individuals, small businesses, fiduciaries, and estates/trusts, and supports those engagements with year-round tax planning, IRS and Wisconsin Department of Revenue letter explanations, and extensions/amendments filed electronically. Service delivery is hybrid: walk-in first-come-first-served during tax season (January 20 through April 15), appointment-based off-season, and document drop-off year-round, supplemented by the third-party ATOM Tax Portal for secure client document exchange.

The firm monetizes through professional-services fees for tax preparation (quote-based, not publicly priced) and through commission- and fee-based financial services delivered via affiliated advisors (Jason Rose, Pam Justus, Cassandra Pasbrig) using securities licenses (Series 7/63/65/66) and a Wisconsin life and variable insurance license. Investment, retirement (IRAs, SEPs, SIMPLEs, 401(k)s, 529s), and insurance products are placed through Avantax Wealth Management, which became part of Cetera Wealth Services in 2023; securities are offered through Cetera Wealth Services LLC (FINRA/SIPC member). The firm holds no proprietary technology beyond standard tax-prep software with EFIN e-filing and the ATOM portal integration; there are no AI/ML capabilities, no patents, and no disclosed APIs.

Acc-U-Rite employs approximately 20+ staff (full-time, part-time, and seasonal), including at least five IRS Enrolled Agents and a Chartered Financial Consultant (ChFC). Ownership transitioned on January 1, 2020 from Paul Wickert (semi-retired since 2021) to Jason Rose, an Enrolled Agent and IAR who joined the firm in 2010. The company has no parent, no subsidiaries, no funding rounds, and no public ticker; revenue, client count, and AUA are not disclosed.

Name

ACC-U-Rite Tax Service

Legal name

Acc-U-Rite Tax Service Inc.

Website

https://acc-u-rite.com

Company type

Private

Founded year

1957

Operating status

Operating

Headcount range

11–50 employees

Short description

ACC-U-Rite Tax Service Inc. is a privately held, Milwaukee-based tax preparation and financial services firm (founded 1957) serving individuals, small businesses, and estates/trusts with in-person and drop-off services, electronic filing, and Avantax-affiliated investment, retirement, and insurance products.

Ownership category

akta.pro rank

Product category

Tax Preparation and Financial Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

akta.pro secondary industries

Tax-Aware Investment Planning (FSAEAAAE), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Tax preparation services
• Financial advisory services
• Individual tax returns
• Retirement planning services
• Small business tax filing

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation Services: Fee-based tax preparation for individuals, businesses, fiduciaries, and estates. Services include tax return preparation, amendments, extensions, and tax planning consultations. Walk-in first-come first-served during tax season, appointment-based during off-season.
2. Financial Advisory Services: Investment management and financial planning services offered through affiliated advisors (Jason Rose, Pamela Justus, Cassandra Pasbrig) via Avantax/Cetera network. Includes brokerage accounts, retirement accounts (IRAs, SEPs, SIMPLEs, 401Ks), college 529 plans, and advisory fee-based or commission-based investment options.
3. Insurance Products: Fixed and variable annuities and life insurance products offered through affiliated advisors via Avantax network. Insurance offerings include risk management analysis and products.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

ACC-U-Rite Tax Service provides fee-based tax preparation and year-round tax planning for individuals, small businesses, fiduciaries, and estates, including electronic filing, amendments, and extensions. Through its affiliation with Avantax Wealth Management (within Cetera Wealth Services LLC), the firm also distributes investment, retirement, and insurance products via affiliated advisors. Service is delivered primarily in-person at its Milwaukee office through a hybrid walk-in (tax season) and appointment-based (off-season) model, with a year-round document drop-off option and an online client portal.

Product overview

ACC-U-Rite Tax Service offers a unified tax preparation and financial services platform centered on its core Tax Preparation Services for individuals, businesses, fiduciaries, and estates. The platform integrates Tax Planning and Consultation, IRS Letter Explanations, and Financial Services through Avantax for investment management, retirement account management, and insurance products. Additional support modules include Client Checklists and Worksheets for document organization, a Resource Center with educational videos across six categories (Tax, Estate, Retirement, Investment, Insurance, Money Management), a Financial Glossary, and a Tax Resources Portal. The company also maintains a partnership with ATOM Tax Portal for client document exchange.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Comprehensive federal and Wisconsin state tax return preparation for individuals, businesses (Schedule C), fiduciaries, and estates, including electronic filing, amendments, and extensions. Delivered via walk-in first-come first-served during tax season, document drop-off year-round, and appointment-based off-season consultations at the Milwaukee office.
• Tax Planning and Consultation Year-round tax planning and consultation services to help individual and small business clients prepare for life events, adapt to tax law changes, and optimize tax situations. Provided by appointment during the off-season and walk-in during tax season.
• IRS and Wisconsin Department of Revenue Letter Explanations Assistance interpreting and responding to correspondence from the IRS and the Wisconsin Department of Revenue, helping clients understand notices, respond appropriately, and resolve tax authority inquiries.
• Financial Advisory Services through Avantax Investment management, financial planning, and advisory services offered through affiliated Avantax Wealth Management advisors within Cetera Wealth Services LLC. Includes brokerage and advisory account options with fee-based (fiduciary) and commission-based compensation.
• Retirement Account Management Management of retirement accounts including IRAs, SEPs, SIMPLEs, 401Ks, rollovers from qualified plans, distribution strategies, and 529 college savings plans, delivered through affiliated Avantax advisors.
• Insurance Services Fixed and variable annuities and life insurance products offered through affiliated Avantax advisors to address risk management, retirement income, and life insurance needs for individual clients.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Cetera Holdings / Cetera Wealth Services LLCcoreChannel Partner/ Reseller/ Distributor · 1 January 2023In 2023, Avantax (their affiliated network) joined Cetera, creating a network supporting over 3,000 Financial Professionals and approximately $107 billion in assets under administration across all 50 states. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC.
• Avantax Wealth ManagementcoreChannel Partner/ Reseller/ DistributorAvantax was founded in 1983 by one CPA who recognized the need for tax-aligned investment advice. In 2019, HD Vest and 1st Global unified to form Avantax, with HK Financial Services added in 2020. Avantax is a distinct community within Cetera Wealth Services LLC. Paul Wickert began providing financial services through H.D. Vest Financial Services (now Avantax) in the late 1980s.
• FINRA (Financial Industry Regulatory Authority)minorOthersFINRA is mentioned in the context of broker/dealer regulation. The firm's financial professionals are registered representatives who may offer brokerage services (transaction-based compensation/commissions) and/or investment advisory services (fee-based). FINRA BrokerCheck verification is referenced on the website.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Regional players

• Wipfli LLP: Top-20 U.S. accounting and advisory firm with a significant Milwaukee office. Competes for higher-end individual, business, and estate/trust tax engagements in the same Wisconsin market Acc-U-Rite serves.
• SVA Certified Public Accountants: Mid-market CPA and advisory firm based in Milwaukee providing tax, audit, and wealth management services to closely held businesses and high-net-worth individuals—an overlapping client segment with Acc-U-Rite's business and fiduciary tax practice.

Others

• Avantax Wealth Management: Tax-aligned wealth management network within Cetera Wealth Services, of which Acc-U-Rite is an affiliated office. Provides broker-dealer, advisory, and product infrastructure that powers Acc-U-Rite's financial-services revenue stream.

Direct peers

• Liberty Tax Service: Franchised tax preparation chain with storefront offices across the U.S. Overlaps Acc-U-Rite's walk-in tax-season service model and small-business/individual segment.
• Jackson Hewitt Tax Service: National franchised tax preparation firm operating primarily inside Walmart and stand-alone retail locations. Competes for the same walk-in, refund-anticipation individual tax-prep clientele that Acc-U-Rite serves seasonally.

Broad incumbents

• H&R Block: National retail tax preparation chain with thousands of company-owned and franchise offices. Direct competitor for walk-in individual tax preparation in the Milwaukee market, but at vastly greater scale and with proprietary DIY/digital channels.
• Intuit TurboTax: Dominant DIY/do-it-with-help tax software that competes with Acc-U-Rite for simple individual returns via TurboTax Live (which uses remote CPAs/EAs), pressuring Acc-U-Rite's lower-complexity fee revenue.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ACC-U-Rite Tax Service