Karen Green

Tax Associate

Houston

"I’ve always been passionate about helping others, and I believe helping clients with their taxes is no different. Navigating taxes can be challenging, but I’ve always found it rewarding to see that my understanding of tax law and regulations was helping to benefit others."

As a Tax Associate, Karen Green provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to Mission Wealth client families. Her flexibility, excellent verbal and written communication skills, and attention to detail help Karen excel in preparing federal and multi-state individual and trust income tax returns.

Learn About Karen Green

Professional Background

Karen Green first gained experience as an intern at a large CPA firm. She went on to work there full time, where she focused her abilities on tax preparation for oil and gas companies. She graduated from the University of Houston with a Bachelor of Business Administration in Accounting. She is now preparing to sit for the CPA exam to further her accounting career.

Personal Pursuits

As a huge foodie, Karen loves to go out and try new restaurants in Houston. She also enjoys doing various crafts and activities with her friends, such as pottery painting or pilates, and usually ends her day curled up with a good book.

Community Impact

Karen is passionate about volunteering regularly to support her local communities. She has volunteered at the Houston Food Bank to help families facing food insecurity. She has also helped to clean up the Houston Zoo and the Houston Arboretum and Nature Center.

In the News

2025 Tax Break for Seniors: How the $6,000 Deduction Impacts Your Social Security

The 2025 tax law introduced a new $6,000 senior deduction, but Social Security taxes remain. Learn who qualifies and how to maximize your tax savings.

Why People Delay Tax Planning: 4 Behavioral Biases That Cost Investors Money

Behavioral biases often prevent investors from taking advantage of tax-saving strategies. Learn how the planning fallacy, present bias, and other biases impact tax planning.

IPO Planning for Employees: Tax Strategies, Risks, and What to Do Before You Sell

Going through an IPO? Learn how to manage stock options, RSUs, taxes, and diversification before and after your company goes public.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.