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ACCU U Rite Tax & Financial Services
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Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping
Address6320 W Forest Home Ave Milwaukee, WI 53220-1918
Phone(414) 541-4900
Websitewww.acc-u-rite.com

Acc-U-Rite Tax & Financial Services


Professional Money Management

Acc-U-Rite.......more than just taxes !!

Tax Season hours -January 11th through April 15th, 2010
Monday through Friday 9am** to 9pm
Saturday 9am** to 5pm; Closed on Sunday

**Doors open at 8am. Tax preparation beginsby 9am
as preparers become available.

Non-Tax Season hoursMonday 9am to 7pm
Tuesday through Friday 9am to 5pm

Other evening hours, for financial or investment services* only,
available by appointment.
*These services are offered by Paul Wickert through his affiliation with H.D. Vest Investment Servicessm and H.D.Vest Advisory Servicessm.

Estimate the future value of your current savings.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.

Determine whether you should consider refinancing your mortgage.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Once we approach the end of our working years, birthdays take on a renewed importance.
Stocking Up on Cash: Scared or Prepared?
Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.
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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Financial terms from A to Z.

Manage your taxes and prepare for the upcoming tax season.

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Interactive Data Corporation. (NYSE:IDC)

6320 W. Forest Home Ave.
Milwaukee, WI 53220-1918
Phone: 414-541-4900

Paul S. Wickert, EA, ChFC, IAR - Investment Advisory Representative
*Securities offered through H.D. Vest Investment ServicesSM, Member;
Advisory Services offered through H.D. Vest Advisory ServicesSM
Non-Bank subsidiaries of Wells Fargo & Company
6333 North State Highway 161, Fourth Floor
Irving TX 75038 (972) 870-6000SIPC

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose value

Rating:

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