Jason B. Freeman

Mr. Freeman, a dual-credentialed attorney-CPA, author, law professor, and trial attorney, is the firm’s founding and managing member. He represents clients in litigation and disputes, with a particular focus on federal and state tax controversies, as well as white-collar and financial disputes, both civil and criminal. He also advises and assists clients with tax and regulatory compliance, including domestic and international tax and regulatory reporting requirements.

Recent litigation experience includes serving as trial counsel in a criminal tax evasion and conspiracy jury trial in the Federal District Court for the United States Virgin Islands. In addition, Mr. Freeman represents clients in appellate matters, recently serving as lead appellate counsel, presenting oral argument in a case before the United States Court of Appeals for the Third Circuit.

Leveraging his CPA background, Mr. Freeman often represents clients in complex financial and regulatory matters that involve sophisticated forensic accounting analyses. He has handled more than a hundred IRS audits and other investigations, and has represented clients facing a broad array of tax and white-collar or financial-related charges, including tax evasion, bank fraud, money laundering, Bank Secrecy Act violations, securities fraud, computer intrusion and Medicare fraud, as well as clients in disputes with the Securities & Exchange Commission (SEC). He also represents clients in asset forfeiture cases.

Mr. Freeman has been recognized by the American Bar Association, receiving its coveted “On the Rise – Top 40 Young Lawyers” in America award. He has been recognized multiple times by D Magazine, a D Magazine Partner service, as one of the Best lawyers in Dallas for tax law, and by Super Lawyers, a Thomson Reuters service, as a Rising Star in tax law. In recognition of his professional accomplishments, he was named the 2015 Young CPA of the Year in the State of Texas by the Texas Society of CPAs (TSCPA) (an award given to only one CPA in the state of Texas under 40) during the TSCPA’s centennial year.

Mr. Freeman serves on the law faculty at Southern Methodist University’s School of Law, where he teaches a course in the law of federal income taxation. He is a frequent public speaker across the country, presenting and educating on various legal topics. He is the President of the North Texas chapter of the American Academy of Attorney-CPAs, serves as a board member of the TSCPA’s Executive Board, and sits on the Board of Directors for the Dallas Society of CPAs. He is an editor on the TSCPA Editorial Board and serves as the Tax Topic Columnist for Today’s CPA Magazine. He is also very involved with the tax sections of the Texas State Bar and the American Bar Association.

Awards & Recognition*

  • Civil Lawsuits
    Served as lead counsel and obtained multi-million-dollar recovery for multiple clients in lawsuits against multinational Fortune 50 company.
  • Tax Litigation; Wrongful Seizure
    Recovered hundreds of thousands of dollars as lead counsel in suit against United States/IRS and Department of Justice for wrongful collection activities and seizure of assets.
  • Criminal Tax Investigation; Non-Prosecution
    Represented client in criminal tax referral involving allegations of income tax evasion; “killed case,” obtaining declination to prosecute client from United States Attorneys Office.
  • Criminal Tax Investigation; Non-Prosecution
    Represented client in criminal tax investigation by IRS Criminal Investigation Division involving allegations of income tax evasion; “killed investigation,” obtaining agreement from IRS CID not to seek prosecution against client.
  • Criminal Investigation; Seizure; Non-Prosecution
    Represented client under federal investigation for laundering and facilitating cryptocurrency exchanges following government seizure of cash. “Killed case,” and obtained government declination to pursue criminal charges, as well as obtained return of all seized funds.
  • State Criminal Tax Investigation; Non-Prosecution
    Represented client in state criminal tax investigation and obtained dismissal of charges.
  • Civil Lawsuit
    Won lawsuit involving shareholder dispute and claims of embezzlement involving seven-figure damages.
  • Civil Litigation
    Represented company and recovered hundreds of thousands of dollars on behalf of client from former embezzlement.
  • Criminal Tax Investigation; Non-Prosecution
    Represented client in federal criminal investigation related to alleged healthcare fraud and false statements, and obtained non-prosecution.
  • White-Collar Government Litigation
    Represented clients in litigation with Department of Justice regarding Federal Communications Commission (“FCC”) monetary penalty; obtained removal of judgment against individual client and 97% reduction of penalty for remaining clients.
  • Tax Planning
    Drafted Private Letter Ruling to obtain IRS consent to tax treatment.
  • Tax Litigation; U.S. Virgin Islands
    Represented client in Tax Court litigation, challenging IRS proposed assessment denying United States Virgin Islands (USVI) bona fide resident status and tax benefits; obtained concession from IRS and full tax benefits.

  • J.D., High Honors and Order of the Coif, The University of Texas School of Law, 2009
    • Student Clerk, Justice Nathan L. Hecht, Texas Supreme Court
    • Articles and Notes Editor, Texas International Law Journal
    • Research Assistant, Professor Stanley M. Johanson
  • M.P.A., Accounting, The University of Texas, 2005
  • B.B.A., The University of Texas, 2005