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.

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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.
More About Nate>>

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, Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc.
More About Jason>>

Tracy Karr-Cupp

Tracy Karr-Cupp

Practice Manager

Tracy is the Practice Manager at Lifetime Tax Advisors. She comes to Lifetime with 25+ years as an administrative professional. More About Tracy>>

Kevin Jenkins, BS, MBA, MST

Kevin Jenkins, BS, MBA, MST

Tax Practitioner

Kevin comes to Lifetime Tax Associates from Southern California and brings 31 years of tax and accounting experience.
More About Kevin>>

Greg Tudor, CFP®, E.A.

Greg Tudor, CFP®, E.A.

Tax Practitioner

Greg has helped clients with tax-saving strategies since 1983 and has been licensed in the financial services industry since 1986.
More About Greg>>

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.
More About Mandy>>

Kari Li

Kari Li

Tax Preparer

Kari is a seasoned tax practitioner and is involved in the preparation and electronic filing of tax returns.
More About Kari>>

Articles

Words From Our Pros, For Those We Serve

Estate Planning and Taxes: 4 Popular Questions

Estate Planning and Taxes: 4 Popular Questions

Estate Planning and Taxes: 4 Popular QuestionsEstate planning and taxes - two inevitable facts of life that most of us are often reluctant to face. While taxes are a necessary part of your whole adult life, laying out the plans for your estate isn't something that...

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4 Best Real Estate Tax Hacks for Residential Investors

4 Best Real Estate Tax Hacks for Residential Investors

4 Best Real Estate Tax Hacks for Residential InvestorsWhen it comes to residential real estate, the most successful investors carry the best real estate tax hacks in their back pockets! From tracking your expenses to learning the most valuable loopholes, the right tax...

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6 Common Ways Children Impact Your Taxes

6 Common Ways Children Impact Your Taxes

6 Common Ways Children Impact Your TaxesSpring is in the air, and the smell of new beginnings is palpable! It's also a busy time for businesses across all industries, with the arrival of tax season. Most business owners know that effective bookkeeping is often the key...

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