Nate Roberts, CPA
Nate Roberts
CPA, Firm Partner
Education :
BA – The University of Texas at Austin
MPA – The University of Texas at Austin
Designations :
CPA – Certified Public Accountant (CPA) – Texas State Board of Public Accountancy
About Nate Roberts
Nate Roberts is an advisor and consultant to businesses and individuals. As a firm partner, Nate oversees the operations of Lifetime Tax Advisors, Inc. With a great deal of experience and knowledge, he is licensed as a Certified Public Accountant in the State of Texas and is a member of the American Institute of Certified Public Accountants.
Nate began his career at Deloitte, a Big Four International Accounting Firm. He then joined a family office firm, providing financial services to families and their businesses prior to joining Lifetime Tax Advisors, Inc. Nate has provided services including tax, merger, and acquisition due diligence, contract review, controls review, lease negotiation, outsourced CFO, and family office services.
Our Approach
At Lifetime Tax, our advisors build the best strategies by examining your needs and goals from all angles, past, present, and future. With a view of the full picture, we create tax planning strategies that can evolve with you as your needs change.
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.