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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How to help determine life insurance needs to provide for your family after you pass away.
There are ways to improve your physical fitness without denting your fiscal fitness.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here are 4 great, and sometimes unexpected, places to raise a family.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.