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Value Add Tax & Acounting

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For 30 years, we've set the standard for Added Value Tax & Accounting in both the Mansfield and Midlothian communities.  Value Added Tax & Accounting strives to expand beyond tax return data entry and consider a client's financial position and how it impacts their financial stability or ability to achieve their future goals. We look to protect you from risk, improve cash flow for the short term, save toward intermediate capital needs, and maximize after tax future income streams by considering all factors of your tax and financial life.

Menu of Services

Personal Tax & Accounting Services - â€‹

  • Individual Income Tax Preparation

  • Investment Tax Planning

  • Family Budgeting

  • College Planning

  • Trust & Estate Planning

  • Insurance Needs Analysis

Business Tax & Accounting Services - â€‹

  • Business Income Tax Return Preparation

  • Business Personal Property Tax Preparation

  • Franchise Tax Filing

  • QuickBooks & Peach Tree Setup & Support

  • Bookkeeping Preparation & Review

  • Company Retirement Plan Setup & Management

  • Budgeting & Consulting

  • New Business Tax Consultations

Services Not Provided

In 2024, we positioned our firm to shift away from being spread too thin across multiple client services and focus on service excellence with a smaller menu. Where we don't directly provide services, however, we do keep a strong referral list and a bank of self-help resources for our clients to keep you informed and connected with who we personally feel is the best in their respective fields. Below is a list of services we do not directly provide: 

  • Trust & Estate Tax Return Preparation

  • Nonprofit 990 Tax Return Preparation

  • Non-QuickBooks Software Based Bookkeeping

  • Past Due or Multiple Year Tax Return Preparation

  • Sales Tax Filings

  • Payroll Services & Payroll Tax Filings

  • Audit Defense

  • Sales Tax Audits

  • IRS Tax Audits

  • Compilations

Setup a Retirement Outlook Meeting

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Taxrelated services offered through Karen Freeman, CPA LLC., a separate legal entity, not affiliated with LPL Financial. LPLFinancial does not offer tax advice or tax related services.The information contained in this e-mail message is being transmitted to and is intended for the use of only theindividual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advisedthat any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message inerror, please immediately delete.

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