team

CEO & FOUNDER

Jason Potts

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

(972) 771-6707

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560 E. I-30, Suite 110, Rockwall, TX 75087

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team

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

CONTACT NATE

560 E. I-30, Suite 110, Rockwall, TX 75087

team

PRACTICE MANAGER

Tracy Karr-Cupp

Tracy joined Lifetime in 2018 as the Practice Manager. She has 30+ years as an administrative professional. 
 More About Tracy

(972) 771-6707

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560 E. I-30, Suite 110, Rockwall, TX 75087

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team

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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560 E. I-30, Suite 110, Rockwall, TX 75087

team

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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560 E. I-30, Suite 110, Rockwall, TX 75087

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team

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. With experience across many different fields,  . . . More About Mandy

(972) 771-6707

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560 E. I-30, Suite 110, Rockwall, TX 75087

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lifetime tax team

TAX PREPARER/STAFF ACCOUNTANT

Hasan Fahin

Hasan comes from a tax advisor family, beginning with his grandfather.  He started learning tax and accounting when he was only 16 years old, working alongside his father,  . . . More About Hasan

(972) 771-6707

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560 E. I-30, Suite 110, Rockwall, TX 75087

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