Lifetime Tax Advisors

What Lifetime Tax Advisors does

Lifetime Tax Advisors, Inc. is a private tax advisory firm headquartered at 560 E. I-30, Suite 110 in Rockwall, Texas, founded circa 2008-2015 (sources conflict on the founding year). The firm operates as part of the broader Lifetime Cos. ecosystem alongside sister companies Lifetime Wealth Management, P.C. (an SEC-registered investment adviser) and Lifetime Insurance Services, Inc., with shared in-house legal services and a single Rockwall office. Core service offerings span four pillars: TaxPro CFO (monthly bookkeeping bundled with year-round tax planning for businesses), Real Estate Tax Services (specialized support for investors and professionals on 1031 exchanges, passive vs. active income classification, and 1039 compliance), Tax Planning and Consulting (personal and business tax-reduction strategies), and Family Office Services (estate, trust, succession, and multi-generational wealth transfer for HNW clients). Additional offerings include business consulting, individual and business tax preparation, asset protection strategies, and estate and trust planning.

The firm employs approximately 11 people across the Lifetime Cos. entities (1-10 within the tax entity per firmographics), led by CEO/Founder Jason Potts (15+ years in financial services, MBA from SMU), CPA/Firm Partner Nate Roberts (ex-Deloitte), COO Trace Johannesen (ex-Toptal, Slalom, MicroStrategy), and a team that includes CPAs, EAs, an international tax specialist, and dedicated marketing. Underlying technology is entirely third-party: TaxDome powers the secure client document portal, and XCM Processing System manages internal bookkeeping workflows; no proprietary technology platform or AI/ML capabilities are disclosed. The technology stack supports a relationship-driven, consultative sales motion targeting HNW individuals/families, SMBs, real estate investors, and entrepreneurs, with quote-based bespoke pricing, no public tiers, and primary customer acquisition through referrals, local reputation, content marketing, and SEO.

Revenue derives from professional service fees for tax preparation, ongoing tax planning, bookkeeping, and advisory engagements. The firm's go-to-market emphasizes year-round proactive planning rather than seasonal compliance work, and the Lifetime Cos. structure enables cross-referrals across tax, investment, insurance, and legal services — a one-stop-shop positioning competitors without an affiliated RIA or insurance agency cannot easily replicate. The firm is bootstrapped with no disclosed external funding rounds and currently lists six active or upcoming open positions across the three Lifetime Cos. entities, alongside an articulated strategy to grow through acquisitions of local tax firms.

Name

Lifetime Tax Advisors

Legal name

Lifetime Tax Advisors, Inc.

Website

https://lifetimetaxadvisors.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Lifetime Tax Advisors is a Rockwall, Texas-based tax advisory firm serving high-net-worth families, small-to-medium businesses, real estate investors, and entrepreneurs with year-round tax planning, business accounting (TaxPro CFO), and family-office services as part of the integrated Lifetime Cos. platform.

Ownership category

akta.pro rank

Product category

Tax Advisory and Accounting Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Tax-Aware Investment Planning (FSAEAAAE), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Tax preparation services
• Business accounting services
• Tax planning consulting
• Real estate tax services
• Family office services

Headquarters

HQ city

Rockwall

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Tax Services: Tax preparation and planning services for individuals, businesses, and family offices. Revenue derived from professional service fees for tax return preparation, tax planning consulting, bookkeeping, and ongoing advisory services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Lifetime Tax Advisors is a tax advisory firm offering proactive year-round tax planning, business accounting, real estate tax services, and family office advisory for high net worth individuals and small to medium-sized businesses. Core engagements include TaxPro CFO (monthly bookkeeping plus ongoing tax strategy), real estate investor tax filings (1031 exchanges, passive activity rules), and multi-generational wealth planning. The firm is part of the Lifetime Cos. ecosystem alongside Lifetime Wealth Management and Lifetime Insurance Services, enabling cross-company referrals for integrated financial advisory.

Product overview

Lifetime Tax Advisors operates as a tax advisory firm offering a unified suite of services centered around proactive tax planning and financial advisory. The core service offerings include TaxPro CFO (business accounting and tax services), Real Estate Tax Services, Tax Planning & Consulting, and Family Office Services for high net worth clients. Additional specialized services include business consulting, individual and business tax preparation, estate and trust planning, asset protection strategies, and succession planning. The firm is part of the Lifetime Cos. ecosystem alongside Lifetime Insurance Services and Lifetime Wealth Management, enabling integrated financial services delivery. The company emphasizes year-round tax planning rather than seasonal compliance work.

Differentiator

Problem solved

Functional benefit

Products and services

• TaxPro CFO
• Real Estate Tax Services
• Tax Planning & Consulting
• Family Office Services
• Business Consulting
• Individual Tax Preparation
• Business Tax Preparation
• Estate & Trust Planning
• Asset Protection Strategies
• Succession & Generational Wealth Transfer Planning

Quantifiable outcome

• Clients report making April 15th 'just another day' through proactive year-round planning

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• Lifetime Wealth Management, P.C.coreStrategic or Co-development PartnerSister company under Lifetime Cos. umbrella. SEC Registered Investment Advisory Firm providing wealth management services. Cross-referral relationship for integrated client services spanning tax planning, estate planning, and investment management.
• Lifetime Insurance Services, Inc.coreStrategic or Co-development PartnerSister company providing personal and commercial insurance services. Part of integrated Lifetime Cos. platform enabling clients to access tax, insurance, and wealth management services through one trusted provider network.
• TaxDomesupportingTechnology or IntegrationDocument management and client portal platform used by Lifetime Tax Advisors for secure client document uploads, tax organizer distribution, and client communication. Provides client-facing interface for document exchange.
• XCM Processing SystemsupportingTechnology or IntegrationWorkflow processing system used internally for managing client bookkeeping tasks, reconciliation workflows, and accounting processes for tax client services.

Scale indicators2 records

Recent moves8 records

Expansion highlights6 records

Regional players

• Whitley Penn: Texas-based full-service CPA and advisory firm offering tax, audit, wealth advisory, and consulting to HNW individuals and SMBs. Closest direct regional comparable in geographic footprint and service mix to Lifetime Tax Advisors.

Broad incumbents

• Aprio: Top-50 U.S. CPA and advisory firm with strong HNW, real estate, and family office practices. Comparable target customer (HNW, real estate investors, entrepreneurs) and integrated tax + advisory model, but at materially larger scale.
• Eide Bailly: Large regional CPA and advisory firm providing tax planning, estate planning, and wealth advisory services to HNW families and SMBs. Overlapping service lines and customer segments, with greater geographic reach.
• Wipfli: Top-20 U.S. accounting and advisory firm with tax, real estate, and wealth advisory practices. Comparable HNW/SMB service mix and real estate specialization, though operating at far greater scale.
• Forvis Mazars: Top-10 U.S. accounting firm (formed via merger of BKD and Dixon Hughes Goodman) with significant HNW, real estate, and family office tax practices. Comparable target customer segments including real estate investors and HNW families.
• CLA (CliftonLarsonAllen): Large U.S. CPA and advisory firm serving HNW individuals, families, and SMBs with tax planning, wealth advisory, and outsourced CFO services. Overlapping TaxPro CFO-style offerings and HNW focus.
• Withum: Top-30 U.S. CPA and advisory firm with substantial HNW, real estate, and family office tax practices. Comparable integrated tax + advisory positioning for HNW and entrepreneur clients.
• Citrin Cooperman: Mid-Atlantic/National CPA and advisory firm with HNW, family office, and real estate tax practices. Comparable integrated tax + wealth advisory service mix and client profile.
• Plante Moran: Large U.S. accounting and advisory firm with dedicated HNW/family office and real estate tax practices. Comparable customer segments and integrated advisory model, though at much greater scale.
• Marcum LLP: Top-15 U.S. accounting firm with significant HNW, family office, and real estate tax practices. Comparable integrated tax + advisory services for HNW individuals, families, and entrepreneurs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/LifetimeTaxAdvisors
• LinkedInlinkedin.com/company/lifetime-tax-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lifetime Tax Advisors