Business Accounting

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of TaxPro CFO™

Proactive Tax Planning

Committed to
our Clients

Real Estate Taxes

Trusted by Real Estate
Investors & Managers

Our Strategies, Your Peace of Mind™

Whatever your financial goals are, our tax advisors can work with you to develop a strategy that will help you reach them.

TaxPro CFO™ For Business

Our TaxPro CFO services take care of your yearly accounting and tax planning, leaving you with the money you deserve! We help you track your business and protect yourself in the event of IRS audits.

Real Estate Tax for Professionals & Investors

With our extensive knowledge of the forms and deductions within the real estate tax world, our experts can identify the best planning opportunities to save you time and money!

Tax Reduction Consulting

From personal finances to business taxes, our advisors identify all opportunities for our clients to reduce their taxes, and we make sure they choose the avenues that will best serve them.

Family Office Services

We guide investment, tax, and estate planning to philanthropic and education planning for successful families. Our team builds long-term relationships with our clients for long-term financial growth and security.

Our Approach

Doing the right thing, at the right time

At Lifetime Tax Advisors, our work doesn’t just begin and end with tax season. In order to identify the best tax planning opportunities, we take a look at the whole picture – your past tax situation, your present financial situation, and your future goals.

Capture The Past

Our tax advisors know from experience how much vital information can be found by examining the past. With a full understanding of your tax history, we build strategies to help avoid mistakes of the past, for greater savings in the future.

Evaluate The Present

In addition to examining and documenting your past tax history, we carefully evaluate your present financial situation. Since your current circumstances are always evolving, we evolve with you by continuing to evaluate your present.

Plan The Future

As our tax advisors continue to gather and assess your past and present tax situation, we build strategies with an eye on the future. We work with you to establish future goals, and we identify the right tax planning strategies to help you reach them.

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Additional  Tax Services

Business Consulting

We work with our clients to form strategies around the factors that will maximize their company’s value and position within their industry.

Individual Tax Preparation

Our individual tax prep services allow us to learn about each client’s lifestyle, financial goals, and needs, around which we build our strategies.

Succession & Generational Wealth Transfer Planning

As a sister company to Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc. is uniquely positioned to provide in-depth, reliable tax advice for anything from asset management to retirement planning.

Business Tax Preparation

With our business tax prep services, our clients can get back to what they love, knowing that their books are clean and the best avenues for tax savings are being utilized.

Estate & Trust Planning

From fiduciary income tax and estate tax to gift tax returns, our advisors maintain current knowledge of estate tax laws and how any changes along the way will impact your plans.

Asset Protection Strategies

As our tax advisors continue to gather and assess your past and present tax situation, we build strategies with an eye on the future. We work with you to establish future goals, and we identify the right tax planning strategies to help you reach them.

Meet our Advisors

We’re ready to share our advice and experience.

Nate Roberts, B.A., MPA

Nate Roberts, B.A., MPA

Firm Partner, CPA

Nate Roberts is an advisor and consultant to businesses and individuals. He oversees the operations of Lifetime Tax Advisors, Inc.

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Jason Potts, B.A.,M.B.A

Jason Potts, B.A.,M.B.A

Founder, Lifetime Cos.

Jason Potts is an advisor and consultant to high net worth families and directs the operations at Lifetime Tax Advisors, Inc., Lifetime Insurance Services, Inc.

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Mandy Schunemann

Mandy Schunemann

Accountant

Mandy offers a wide range of skills and knowledge, both as an accountant and as a notary for the State of Texas.
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Griffin Pierpont

Griffin Pierpont

Senior Tax Associate

Griffin is our new addition to the Lifetime Tax team. He graduated from the University of Texas at Arlington with a double major in Accounting ….
About Griffin>>

Brentley Jackson

Brentley Jackson

CPA, Tax Manager

Brent is an accomplished tax professional with a strong educational background and extensive experience in serving high net-worth individuals
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Brylie Pate

Brylie Pate

Dir. First Impressions

Brylie Pate serves as the Director of First Impressions at Lifetime Companies. With over 5 years of experience in customer relations…
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Articles

Words From Our Pros, For Those We Serve

Filing an Extension for Tax Deadlines – Why and How You Do It

Filing an Extension for Tax Deadlines – Why and How You Do It

The major tax deadline we all know and love is April 15. That being said, those who file for an extension have until October 15th to prepare their federal tax return. Why extend the deadline? The most common reason for this is to allow more time to carry out financial tax planning strategies for themselves or their businesses. Read on to learn more about tax deadline extensions.

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