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“Listening is fundamental to exceptional client service.”

— Karen S. Schmidt, CPA, CSEP

Karen S. Schmidt is an independent CPA whose practice focuses on estate, gift and generation-skipping transfer tax, estate planning and probate, wealth transfer and succession planning, family limited partnership formation and operation, and trust administration.

Sharing specialized expertise without disrupting the relationship between CPAs providing traditional tax and accounting services and their clients is the cornerstone upon which Karen S. Schmidt, CPA, PLLC was founded.

Karen S. Schmidt, CPA, CSEP

Karen S. Schmidt, CPA, CSEP

Ms. Schmidt practices estate, gift and generation-skipping transfer tax. She works alongside the attorneys and CPAs a client already relies on.

Prior to forming Karen S. Schmidt, CPA, PLLC in 2011, Ms. Schmidt practiced with a regional CPA firm where she managed the Estate Planning and Probate Practice for its Midland and Odessa offices.

Core Services

Accreditations & Affiliations

Each credential below is earned by examination and maintained through required continuing education. The firm also holds active membership in the organizations that set professional standards for Certified Public Accountants.

  • Certified Public Accountant

    Licensed in the State of Texas.

  • Certified Specialist in Estate Planning

    Administered by the National Institute for Excellence in Professional Education.

Professional memberships

A lone pumpjack on the open Permian Basin plain under a clear West Texas sky.

Deeply rooted with a knowledge and understanding of the industries that drive the Permian Basin.

Personalized service with the unique West Texas culture in mind.

Working with your advisory team

The firm strives to work closely with the client’s advisory team, including attorneys, other CPAs, financial consultants, trust officers, and family office personnel.