ACC-U-RITE - Key Persons

Job Titles:

• Acc - U - Rite in 2021 As Its Operations Manager
• Tax Preparer & Investment Advisor Representative

Cassandra Pasbrig (Cassie) joined Acc-U-Rite in 2021 as its Operations Manager after going to school at Martin Luther College for her Elementary and Secondary English Education degrees. In 2021 Cassie achieved her SIE, Series 7 and Series 66 securities licenses through her affiliation with Avantax Investment Services℠. Cassie is one of the Financial Advisors in the office.

Job Titles:

• 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 and Variable insurance licenses, as well as his series 7 and 63 securities licenses through his affiliation with Avantax Investment Services℠ and began working year 'round at Acc-U-Rite. In 2012 Jason attained his series 65 Investment Advisory Representative (IAR) license also through his affiliation with Avantax Investment Services℠. In 2020, Jason purchased Acc-U-Rite Tax Service, Inc from Paul and is now President. When not at the office, Jason is a family man with a wife, Stephanie, and four children. Fortunately, and unfortunately, their four children have grown into young adults with their own lives. Their oldest daughter is now married and had their first child in 2023, which makes Jason a Grandfather. (I don't feel old enough to be a Grandpa!) Their second child, a son, has graduated college and is currently in an Academy as a Cadet and will be a police officer by the end 2023. Their third child, a daughter, is currently off at college studying Business and is on track to graduate in 2025. Their fourth child, the youngest son, is still at home while attending college with an eye on IT Cybersecurity as his major. The house is feeling empty with three of the four kids out of the house and all four are blazing their own trails in the world. Though they still call and ask for some sage advice every so often. Travelling is one of Jason & Stephanie's favorite activities. Reading in a quiet library surrounded by books is, by far, Jason's favorite solitary activity. In fact, when the oldest moved out her room turned into a Library with plenty of bookcases and a couple of comfortable reading chairs.

Job Titles:

• 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 degree in Business Administration from Cardinal Stritch University, summa cum laude, in 2003. Pam has successfully passed the FINRA Series 7 General Securities Representative exam, the Series 66 Uniform Combined State Law Examination exam, and has obtained her Wisconsin Life and Variable Insurance license. Pam lives in Greendale, is married, and has four children. She loves watching sports activities, serving in the community, and spending time with her family.

Job Titles:

• Investment Advisor
• Representative
• Company President

Acc-U-Rite Tax & Financial Services is able to provide our clients with nearly 50 years of tax preparation experience and, through investment advisory representatives Jason R. Rose, Pamela Justus, Cassandra Pasbrig, and Paul S. Wickert. We also provide financial planning and investment services. That range of experience and our record of quality customer service will bring you what we feel is the best in tax preparation and financial services. We have five IRS Enrolled Agents on staff, and all of our tax preparers have participated in a minimum of 16 hours of continuing education. Our team of experienced preparers and staff are ready to serve your complete tax preparation and electronic filing needs. Paul Wickert, company president, received his Bachelors degree in economics from Carroll University, Waukesha WI in 1973. After an eleven year career as an officer in the banking industry, Paul converted his part time avocation in tax preparation into a new full time vocation joining Acc-U-Rite in 1984 passing the then three day Enrolled Agent (EA) exam in fall of 1985. He was instrumental in and primarily responsible for the conversion of the practice from paper to computer during the late 1980's and on into the era of modern electronic filing that we have today. Recognizing the unmet and neglected long term and retirement financial needs of their clients, Paul became determined to add Financial Planning and Investment Services* and, in 1993, Paul associated with Avantax Investment Services SM, a national broker dealer network of tax professionals and financial advisors. In that process Paul attained his series 6, 7, 63 and 65 of Securities licensures, General Securities and Investment Co. & Variable Contract representative licenses, his WI Life and Variable insurance licenses, as well as his WI Investment Advisor Representative (IAR) license. In February 2005 he earned the designation of Chartered Financial Consultant (ChFC® ) conferred by The American College, Bryn Mawr PA. Paul periodically contributes educational tax and financial information to business reporters of the Milwaukee Journal and has been interviewed on various taxation matters on local television. Paul is semi-retired as of 2021, but still present in the office as needed and full time during tax season.