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Download and utilize our Personal Budgeting Planner or Small Business Planner. These tools are simplified budgeting trackers that allow you to monitor your personal spending habits or your annual business profit and loss. 

Tax Client ​Worksheets

Download and fill out the necessary tax information forms and worksheets for various purposes.

Accounting & Budgeting ​Planners

Click the link below to see information on frequently asked questions regarding our tax and accounting services.

Tax & Accounting ​FAQ's

Tax & Accounting Tools & Resources​

New Client Form - 
Personal Taxes
New Client Form - 
Business Taxes
Engagement Letter - 
Personal Taxes
Business Personal Property
Depreciation Worksheet
Personal Budgeting Planner
Small Business
Planner
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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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