About Tracy Karr-Cupp
Tracy joined Lifetime in 2018 as the Practice Manager. She has 30+ years as an administrative professional. From 2011 – 2017, she worked as an administrator in the finance industry, excelling in client relations and office management.
Tracy is in charge of the day-to-day activities of Lifetime Tax Advisors, including client services, new client onboarding, billing, collections, and managing processes & workflow. Her goal is to make sure our clients experience the highest level of service at Lifetime Tax Advisors. She was born and raised in Garland, TX and has lived in Rockwall since 1990, where she raised her daughter. Tracy and her husband, Marc, spend their free time boating on Lake Ray Hubbard, and with their 3 dogs.
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.
Our tax advisors know from experience how much vital information can be found by examining the past.
In addition to examining and documenting your past tax history, we carefully evaluate your present financial situation.
As our tax advisors continue to gather and assess your past and present tax situation, we build strategies with an eye on the future.