— 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
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(972) 771-6707
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— ACCOUNTANT —
Mandy Schunemann
Mandy offers a wide range of skills and knowledge, both as an accountant and as a notary for the State of Texas.
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(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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— SENIOR TAX ASSOCIATE —
Griffin Pierpont
Griffin is our new addition to the Lifetime Tax team. He graduated from the University of Texas at Arlington with a double major in Accounting and Finance and is currently studying to receive his CPA licensure.. . . More About Griffin