SERVING SOUTH DFW
VOTED BEST CPA IN MANSFIELD
2010 - 2016
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.
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:
Annual Filing Deadlines:
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:
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.
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.
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.
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.
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.
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.
Diane joined Karen Freeman, CPA in 2019 and has been a Midlothian resident since 2007. She is a graduate of Northeastern State University with a Bachelor of Business Administration and a Major in Accounting. She has 30+ years’ experience in Tax and Accounting. Diane specializes in serving Small Business Professionals with accounting support, tax preparation and consultation.
AMY VAN STRATEN
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.
Shree has worked in the field of accounting for over 35 years and has a background in financial accounting for private, nonprofit, and publicly traded businesses following the Generally Accepted Accounting Principles (GAAP). She is a graduate of both Cedar Valley Community College with an A.S. in Accounting, and from Texas A&M Commerce with a B.S. in General Studies. Shree provides accounting services including payroll tax filing, sales tax reporting, and QuickBooks support.
Heidi graduated from the University of Texas at Tyler in 1999 with a B.A. in Psychology. She has worked in the wealth management industry since 2006, and holds a Series 7 and 63 investment license through Avantax Wealth Management. Heidi can assist clients with any investment account management services they may need, as well as address general questions regarding tax preparation.
Address: 305 Regency Parkway, Suite 313. Mansfield, TX 76063
Address: 811 South 14th St. Midlothian, TX 76065