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Phone..........817 - 473 - 8471

Fax...............817 - 473 - 2303
Karen Freeman Consulting & Accounting, Tax & Accounting Services, CPA, Investment, Financial Advisor

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New Client Forms

Please download and fill out the appropriate new client forms for your initial consultation.
Individual Tax Client
Business Tax Client
Investment Client
Risk Profile
(Investment Clients Only)
Tax Meeting Checklist
Business Tax Client
Tax Meeting Checklist
Individual Tax Client

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Karen Freeman is a registered representative registered to transact business with clients in Texas, Louisiana, and New Mexico, is advisory licensed in the following states: Texas, and is also an insurance agent licensed in Texas.  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. 

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*Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory 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

Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor
Karen Freeman, Mansfield CPA and Financial Advisor

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