VIEW YOUR INVESTMENTS

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TRACK YOUR TAX REFUND

SETUP REMOTE LOGIN

PAY ESTIMATED TAXES ONLINE

FINANCIAL SERVICES FOR YOUR BUSINESS & FAMILY

     Plan Your Retirement.

     Manage Your Risk.

     Invest Tax Efficiently.

OUR

SERVICES

SERVING SOUTH DFW 

SINCE 1994

VOTED BEST CPA IN MANSFIELD

2010 - 2016

Mansfield News-Mirror

DFW Living Magazine

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.

ACCOUNTING

TOOLS

Click Here for Answers to Common

Tax & Accounting Questions

   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: 

Tax Engagement

Letter

BPP Tax

Depreciation Wksht

Personal Tax Meeting Checklist

Business Tax Meeting Checklist

   New Client Forms:

New  Client Form -

Investments

   Planning Forms:

Retirement Profile

Risk Profile Questionnaire

   Online Account Monitoring: 

   Financial Calculators:

INVESTING

TOOLS

Click Here for Answers to Common

Wealth Management Questions

 
 

OUR COMMUNITIES

A business has the responsibility to give back to the community from which it draws its 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 participates on 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:

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 over 20 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
TAX ACCOUNTANT & 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 ACCOUNTANT & 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 ACCOUNTANT
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.
DENISE WHALEN
TAX ACCOUNTANT
Denise is currently completing her accounting degree at Dallas Community College. She founded and owned a mini-storage business in Maryland for 18 years before shifting careers and joining our team. Denise provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
LISA LEE
CPA, TAX ACCOUNTANT
Lisa has been a CPA in public accounting for the last 19 years. She received her B.B.A. in Accountancy from Texas A&M University and an M.B.A. in International Business Management from Dallas Baptist University. Lisa provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
AMBER BOULTON
CLIENT RELATIONS MANAGER
Amber manages our client relations and front office operations and scheduling. She can help you with general questions, document requests, or appointment setup with specific team members. 
JASON FREEMAN
TAX ACCOUNTANT & 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.  
 

CONTACT US

MANSFIELD OFFICE

Address: 305 Regency Parkway, Suite 313. Mansfield, TX 76063

Email: amberboulton@kfreemanfinancial.com
Phone:  817-473-8471

Fax: 817-473-2303

MIDLOTHIAN OFFICE

Address: 811 South 14th St. Midlothian, TX 76065

Email: amberboulton@kfreemanfinancial.com
Phone:  817-473-8471

Fax: 817-473-2303

EMAIL US:

 

Connect With Us On LinkedIn:

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Karen Freeman is a registered representative registered to transact business with clients in Texas, Colorado, Florida, Illinois, Kansas, Maryland, Pennsylvania, South Carolina, Tennessee, and New Mexico, is advisory licensed in the following states: Texas, Colorado, and Florida, and is also an insurance agent licensed in Texas, Colorado, and Florida.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

 

Christi Hickman and Brantley Freeman are registered representatives registered to transact business with clients in TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

*Securities offered through Avantax Wealth ManagementSM, Member: SIPC, Advisory Services offered through Avantax Wealth Management ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
 

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate 

May lose Value


Karen Freeman, CPA, PLLC is not a registered broker/dealer or registered investment advisory firm.

 

Check the background of this investment professional on FINRA's BrokerCheck

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