Lifetime Tax Advisors

CEO & Founder

Jason Potts

Jason Potts is an advisor and consultant to high net worth families and directs the operations of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc.

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972-771-6707

1160 Horizon Rd. Rockwall TX

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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. 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.

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972-771-6707

1160 Horizon Rd. Rockwall TX

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Practice Manager

Tracy Karr-Cupp

Tracy is the Practice Manager at Lifetime Tax Advisors. She comes to Lifetime with 25+ years as an administrative professional. From 2011 – 2017, Tracy worked as an administrator in the finance industry, excelling in client relations and office management.

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972-771-6707

1160 Horizon Rd. Rockwall TX

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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 and worked for a private banking group providing Trust services, financial planning, and investment advisory services.

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972-771-6707

1160 Horizon Rd. Rockwall TX

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Tax Advisor

Kevin Jenkins

Kevin comes to Lifetime Tax Associates from Southern California and brings 31 years of tax and accounting experience. He has also been involved in real estate since acquiring his first property in 2002.

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972-771-6707

1160 Horizon Rd. Rockwall TX

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Accountant

Mandy Schunemann

Mandy Schunemann is a Texas Woman’s University graduate, who brings 18+ years of accounting experience to our Lifetime Tax Advisors team.

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972-771-6707

1160 Horizon Rd. Rockwall TX

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Tax Preparer

Kari Li

Kari is involved in the preparation of personal tax returns.  She also assists the team with administrative duties.  If you’ve ever talked to Kari, then you know her energy is contagious and she is always a positive light.

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972-771-6707

1160 Horizon Rd. Rockwall TX

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