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Rosenhouse Group, PC - Dallas, TX

17218 Preston Road, Suite 3200, Dallas, TX 75252

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

PARTNERING TO HELP PURSUE YOUR FINANCIAL GOALS

ROSENHOUSE GROUP, PC, a North Dallas based Accounting, CPA and Tax Firm

Your financial goals should be more than a pretty picture on a piece of paper. Instead, you are entitled to feel comfortable knowing that you can realize your dreams with bottom line reliability.

Our firm's extensive experience in financial and accounting services, coupled with our commitment to high professional and ethical standards, enables us to live up to our clients' expectations in a variety of areas:

  • Conscientiously prepared tax returns
  • Reliable accounting and auditing services
  • Management consultation based on solid marketplace data
  • Business management services founded on realistic current financial positions and economic forecasts
  • Wealth management advice rooted in practical financial strategies

We translate numbers and financial jargon into meaningful concepts, strategies and results. We clarify complicated issues, provide strategic planning recommendations, and offer sound, ongoing advice that will assist you in making more profitable business and personal investment decisions to improve your bottom line.

CLIENT FOCUS

Our clients are our business. As such, we realize that life and financial security is not “nine to five”. ROSENHOUSE GROUP, PC, CPAs believes in accessibility to clients on their schedules, not ours. In addition, we take time to understand our clients and their individual needs, realizing the benefits of long term relationships.

Investment and financial planning services are offered by David Rosenhouse and Minty Rosenhouse 

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

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Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

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Creative Ways to Motivate Your Employees

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The ABC’s of Auto Insurance

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Social Security: Five Facts You Need to Know

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What You Should Do About Insurance Following a Divorce

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Saving for College

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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