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CEO & FOUNDER

Jason Potts

Jason Potts is an advisor and consultant to high net worth families and directs the operations at Lifetime Tax Advisors, Inc.,
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(972) 771-6707

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CPA, FIRM DIRECTOR

Nate Roberts

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

(972) 771-6707

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PRACTICE MANAGER

Tracy Karr-Cupp

Tracy joined Lifetime in 2018 as the Practice Manager. She has 30+ years as an administrative professional. 
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(972) 771-6707

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TAX MANAGER

Tracy Stirling

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 from  . . . More About Tracy

(972) 771-6707

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TAX ADVISOR

Greg Tudor

Greg has helped clients with tax-saving strategies since 1983 and has been licensed in the financial services industry since 1986. He has been a principal in three CPA firms . . . More About Greg

(972) 771-6707

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