Client Center

Welcome To The Client Center

Whether you are just discovering us or have been a long-time client of ours, we are here to help. Below, you will find your one-stop-shop for everything from our new client questionnaire to a helpful organizer for our existing clients.

Upload Documents

Client Document Portal

Do you have completed forms, tax documents, letters from the IRS? You can upload them directly to your secure Client Document Portal. If you require any assistance using the portal please contact a member of our Tax Team at 972-771-6707.

Client Tax Organizer

This Tax Organizer is designed to help you gather the tax information needed to prepare your personal income tax return. The Tax Organizer asks about pertinent tax items necessary for preparing the most accurate tax return possible.

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Real Estate Organizer

This Rental Organizer is designed to help you gather the tax information needed to prepare your tax return. It will also assist us in getting a picture of your rentals so that we can look for ways to reduce your current and future taxes.

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New Client Discovery

Our tax advisors strive to bring you convenience in all that we do. We take the time to learn all about our clients’ past, present, and future goals, for a collaborative partnership. To help us get to know you, please complete this questionnaire!

Have a question? 

Do you need a document password or just need to ask a question?
Please complete this quick form and a Lifetime Tax Team Member will contact you shortly.

  • This field is for validation purposes and should be left unchanged.

We Help You Grow Your
Business Exponentially

Our goal is to make each year easier knowing that we are watching out for you and your best interests.  We want to be your trusted advisor and the first person you call when you have big decisions ahead. 

Nate Roberts

Firm Partner & CPA

Our Approach

Past

Our tax advisors know from experience how much vital information can be found by examining the past. 

Present

In addition to examining and documenting your past tax history, we carefully evaluate your present financial situation. 

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.