Michael Rose, CPA PC

Michael Rose, CPA PC is a financial planner in Missouri City, TX, serving individuals and business owners with personalized financial strategies. The firm specializes in tax-smart investing, retirement planning, IRA options, and wealth management, helping clients maximize savings and minimize tax burdens. With over 30 years of experience, the firm emphasizes a proactive, customized approach to financial planning, addressing goals across life stages such as education, family, and retirement. Clients benefit from the firm’s deep expertise in accounting and tax planning, particularly in aligning investment decisions with tax efficiency. The firm maintains a strong local presence and is recognized for its high customer ratings and extensive review base.

The firm’s founder, Michael W. Rose, CPA, holds a Bachelor of Business Administration in Accounting from Texas Southern University and is a licensed CPA, registered with FINRA, and certified as a Senior Advisor. His professional background includes roles at major energy companies and a dedicated practice in tax-intelligent financial planning since 2001. The team includes Karen Youngs, a financial advisor assistant with extensive experience in sales and business management. Michael Rose, CPA PC is affiliated with Avantax, a nationally recognized firm with a long-standing focus on tax-smart wealth management, which supports its advisors with tools and strategies to optimize client outcomes.

The business is located on Texas Parkway, approximately 0.1 miles from 5th Street and the Ft Bend County Tax Assessor’s office, and about 0.2 miles from Holy Family Catholic Church. It sits near South Gessner Road and Main Street, placing it within a well-connected corridor of Missouri City’s central district.

The firm is known for its strong local reputation, supported by consistently high customer ratings and a large base of verified reviews. Its standing reflects a trusted, long-term relationship with clients grounded in transparency, tax-focused planning, and personalized service. This reputation is built on decades of experience and a commitment to helping clients retain more of what they earn through strategic financial decisions.

Michael Rose, CPA PC stands as a trusted financial partner in Missouri City, where its tax-smart approach to wealth building meets the unique needs of local residents and business owners.