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.
Get Started
Request A Tax Advisor Consult
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
Firm Partner, CPA
Nate Roberts is an advisor and consultant to businesses and individuals. He oversees the operations of Lifetime Tax Advisors, Inc.
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.
Tracy Karr-Cupp
Tax Practice Manager
Tracy joined Lifetime in 2018 as the Practice Manager. She has 30+ years as an administrative professional. From 2011 – 2017, she worked as an administrator in the finance industry ….
Greg Tudor, E.A.
Tax Manager
Greg has helped clients with tax-saving strategies since 1983 and has been licensed in the financial services industry since 1986.
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>>
Tracy Stirling
Tax Manager
Tracy is a recent addition to the Lifetime team, and to the state of Texas. She is a CPA, with a Bachelor’s degree in Business Economics and French Literature …..
Molly Leonard
Social Media/Marketing Specialist
Bringing 2 years of agency-side marketing experience to her role at Lifetime, Molly earned her Bachelor of Music from Oberlin and her Master of Music from NYU ….
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Articles
Words From Our Pros, For Those We Serve
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