MIDLOTHIAN LOCATION 811 S. 14th St. Midlothian, TX 76065
MANSFIELD LOCATION 305 Regency Pkwy, Ste 313. Mansfield, TX 76063
817.473.8471
Connect:
OUR
SERVICES
SERVING SOUTH DFW
SINCE 1994
Wealth Management & Financial Planning
Through our back office at Avantax Wealth ManagementSM, our team works with you to manage and track your investments to achieve your short, medium, and long term goals.
Personal Tax & Accounting Services
We offer personal tax return preparation in conjunction with family budgeting and tax efficient wealth management strategies, to provide you more holistic tax planning services.
Business Tax & Accounting Services
We provide QuickBooks certified support, bookkeeping, payroll taxes, sales tax, franchise tax, 401-K management, and business personal property needs.
Business Startup & Consulting
We want to help your business push through the next ceiling of performance by consulting you through business formation, cash flow analysis, and accounting setup.
OUR VISION
Since 1994, our company philosophy has been simple:
Give clients the personal attention they deserve.
To achieve this commitment to you, we have in place a financial management team of very knowledgeable professionals and strong back office support at Avantax Wealth ManagementSM.
We offer multiple investment and accounting services to provide you with a comprehensive financial strategy. By helping you structure your investment planning while considering the tax implications of your alternatives, we seek to maximize your after-tax return on investment.
Additionally, because we are a small business from your community, we will always be available for your concerns and wishes. Our staff is, and always will be, dependable and motivated to keep the client first.
New Client Forms:
Client Planners:
Annual Filing Deadlines:
New Client Form -
Personal Taxes
New Client Form -
Business Taxes
Personal Budget
Planner
Small Business
Planner
Other Documents:
Personal Client
Authorization 2021
Business Client
Authorization 2021
Personal Tax Meeting Checklist
Business Tax Meeting Checklist
New Client Forms:
New Client Form -
Investments
Planning Forms:
Retirement Profile
Online Account Monitoring:
Financial Calculators:
OUR COMMUNITIES
A business has the responsibility to give back to the community from which it draws it's support. Our firm continually seeks to be involved in the community that gives us so much. We understand that a business' purpose is to satisfy multiple stakeholders: the customer, the community, and its employees.
Our employees couldn't be happier to serve both the Mansfield and Midlothian communities. As a resident of Mansfield, Karen Freeman has been recognized as Mansfield's Citizen of the Year for her involvement with Mansfield Cares, Mansfield ISD Education Foundation, Chamber of Commerce, and Women's Division. As a resident of Midlothian, Brantley Freeman co-owns and operates Atlet Sports high performance training facility near downtown Midlothian as well as participates in the Midlothian Chamber.
We invite our clients to become involved in each of these great communities.
Please visit our many "Community Resources" below to explore how you can get involved.
Mansfield Community Resources:
Midlothian Community Resources:
Midlothian Community Resources:
OUR TEAM
KAREN FREEMAN
PRESIDENT, CPA, TAX ACCOUNTANT & FINANCIAL ADVISOR
Karen has amassed over 27 years of tax and accounting experience, having founded the firm more than 25 years ago. She is a graduate of Texas A&M University with a B.B.A. in Accounting. Karen has earned her CPA certification, as well as her Series 6, 63, 65, and 7 financial advisory and insurance licenses through Avantax Wealth ManagementSM. Karen provides tax and accounting preparation and consultation, as well as QuickBooks setup and support. She also provides financial planning services and investment portfolio management.
BRANTLEY FREEMAN
SENIOR TAX ASSOCIATE & FINANCIAL ADVISOR
Brantley is a graduate of Southwestern University with a B.A. in Accounting and a graduate of Texas A&M University with a Master's in Accounting, focusing on Taxation and minor focuses on Finance and Services Marketing. He has earned his Series 6, 63, 65, and 7 financial advisory licenses through Avantax Wealth ManagementSM. Brantley provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support. He also provides financial planning services and investment portfolio management.
CHRISTI HICKMAN
TAX ASSOCIATE & REGISTERED REP.
Christi has been alongside Karen since the firm's early beginnings. She is a notary public, and has earned her Series 6 and 63 investment licenses through Avantax Wealth ManagementSM. Christi assists our clients with any investment account management services and individual tax preparation and consultation.
WINNIE ASHTON
SENIOR TAX ASSOCIATE
Winnie is a graduate of the State University of New York with a B.B.S. in Business, majoring in accounting, where she later earned her B.B.A in Education. She provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
STEPHANIE SANFORD
CPA, TAX ACCOUNTANT
Stephanie has worked in the field of accounting the past 10 years at firms in both Texas and California. She received her B.B.A. in Accounting from Texas A&M University and has earned her CPA certification. Stephanie provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
JASON FREEMAN
TAX ASSOCIATE & FINANCIAL ADVISOR
Jason is a graduate of Texas A&M University with a B.A. in Business with a minor in Sports Management. He has earned his Series 6, 63, 65, and 7 financial advisory licenses through Avantax Wealth ManagementSM. Jason provides our clients with individual tax preparation and consultation services, financial planning services, and investment portfolio management.
AMY VAN STRATEN
TAX ASSOCIATE
Amy is a graduate of Lakeland University with a B.A. in Accounting. She assists our clients with accounting and tax preparation for businesses and individuals. She also provides QuickBooks setup and support as well as assistance with sales tax and payroll tax filings.
ROBIN NANNEY
TAX ASSOCIATE & BOOKKEEPING SPECIALIST
Robin has a long standing career as a full charge bookkeeper and tax preparer and client relations support for CPA's. Robin provides tax and accounting services, including payroll tax filing, sales tax reporting, corporate dissolutions, and QuickBooks support.
TIFFANY MOODY
TAX ASSOCIATE
Tiffany joined Karen Freeman, CPA in 2023. She is a graduate of Stephen F. Austin University with a Bachelors in Finance and a Certificate in Taxation from University of Phoenix. Tiffany specializes in serving Small Business Professionals with accounting support, tax preparation and tax consultation.
EMILY SMITH
OFFICE MANAGER & CLIENT RELATIONS
Emily is a graduate of the University of Texas at Arlington with a Bachelor of Arts degree in Communication. She is the Office Manager in the Mansfield office. She has 30 years of experience working in the field of accounting and client services. She has been with us since 2022.
KEYTON MCMILLION
CLIENT ACCOUNT ASSISTANT
Keyton graduated from Texas Tech University and began working at Karen S. Freeman, CPA in 2023 as a registered assistant to investment clients. Keyton specializes in account technical support, paperwork support, and document related support for all investment clients.
CONTACT
US
MANSFIELD OFFICE
Address: 305 Regency Parkway, Suite 313. Mansfield, TX 76063
Email: heidihinkle@kfreemanfinancial.com
Phone: 817-473-8471
Fax: 817-473-2303
MIDLOTHIAN OFFICE
Address: 811 South 14th St. Midlothian, TX 76065
Email: heidihinkle@kfreemanfinancial.com
Phone: 817-473-8471
Fax: 214-817-8782
EMAIL US:
