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.
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 through their affiliation with HD Vest
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Lifestyle considerations in creating your retirement portfolio.
Earnings season can move markets. What is it and why is it important?
Understanding the value of a home warranty.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
There are hundreds of ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?