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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acc-U-Rite Tax Services | Milwaukee | WI | 07/2025 | Present |
| St. Paul's Lutheran School | North Fond Du Lac | WI | 07/2024 | 07/2025 |
| St. Paul's Lutheran School | Wonewoc | WI | 07/2024 | 07/2025 |
| St. John's Lutheran Church | Kendall | WI | 07/2022 | 06/2023 |
| St. Matthew's Lutheran Church | Ontario | WI | 07/2022 | 06/2024 |
| Get-N-Go | Sioux Falls | SD | 06/2020 | 06/2022 |
| Subway | Sioux Falls | SD | 06/2020 | 08/2020 |
| Subway | New Ulm | MN | 09/2019 | 05/2022 |
| Dairy Queen | Plymouth | MN | 06/2018 | 08/2019 |
| Applebee's Bar And Grill | New Ulm | MN | 09/2017 | 05/2018 |
| Applebee's Bar And Grill | Watertown | SD | 06/2017 | 08/2017 |
| Dairy Queen | Watertown | SD | 05/2014 | 08/2017 |
| Avantax Investment Services Inc. | Milwaukee | WI | 08/2025 | 09/2025 |
| Avantax Advisory Services | Milwaukee | WI | 08/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Milwaukee | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Acc-u-Rite Tax Services Inc; Tax Preparer; The preparation and filing of income tax returns for individual or businesses, estate and trust tax returns, amendments. In addition we offer tax planning and consultation, extension filling, and IRS letter explanations. ; No; 160; 130; 07/01/2025; 6320 West Forest Home Ave Milwaukee WI 53220; My responsibilities include gathering information necessary to accurately report an individuals tax obligations. Engage clients in consultation to understand their needs and life situation. Staying up to date with tax laws on the state and local level to ensure compliance. Tax planning and advising to offer clients strategic advice that will minimize tax liabilities and planning for the future. Lastly, I am responsible to maintain proper record of each client that I sit down with. Collecting current contact information that is updated in our software system, as well as accurately recording and processing any payments received for services provided.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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