Insights

Proactive Tax Planning Target Lifetime Tax Advisors for conversation around proactive tax planning services that optimize deductions and credits, emphasizing current law changes to minimize both present and future tax liability.

Mid-Sized Firm Position as a cost-effective, senior-led alternative to large firms for small to mid-size businesses in Texas, highlighting agility, personalized service, and strong local ties in Rockwall and surrounding areas.

Tech Stack Leverage integration opportunities with their existing tools (QuickBooks, Thomson Reuters, Gravity Forms, Yoast SEO) for enhanced bookkeeping, tax prep workflows, and client onboarding to upsell comprehensive tax and advisory packages.

Growth Potential With revenue in the 10-25 million range and a lean team, present scalable advisory offerings and managed services that fit their growth trajectory without proportional headcount, increasing wallet share.

Local Market Focus Explore partnerships and referral programs targeting Texas-based businesses and professionals who value proactive planning, offering co-branded seminars, webinars, and educational content to expand client base.

Lifetime Tax Advisors, Inc. Tech Stack

Lifetime Tax Advisors, Inc. uses 8 technology products and services including QuickBooks, Thomson Reuters, Twemoji, and more. Explore Lifetime Tax Advisors, Inc.'s tech stack below.

QuickBooks

Accounting And Finance

Thomson Reuters

Accounting And Finance

Twemoji

Font Scripts

Modernizr

Javascript Libraries

jQuery Migrate

Javascript Libraries

Yoast SEO

Search Engines

YouTube

Video Players

Gravity Forms

Web Platform Extensions

Lifetime Tax Advisors, Inc. Email Formats	Example	Percentage
First@lifetimeta.com	John@lifetimeta.com	75%
First.Last@lifetimeta.com	John.Doe@lifetimeta.com	25%

Lifetime Tax Advisors, Inc. Email Formats

Example

Percentage

First@lifetimeta.com

John@lifetimeta.com

75%

First.Last@lifetimeta.com

John.Doe@lifetimeta.com

25%

Frequently Asked Questions

Where is Lifetime Tax Advisors, Inc.'s headquarters located?

Lifetime Tax Advisors, Inc.'s main headquarters is located at 1160 Horizon Road Rockwall, Texas 75032 United States. The company has employees across 1 continents, including North America.

What is Lifetime Tax Advisors, Inc.'s phone number?

You can contact Lifetime Tax Advisors, Inc.'s main corporate office by phone at

+1-972-771-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lifetime Tax Advisors, Inc.'s official website and social media links?

Lifetime Tax Advisors, Inc.'s official website is lifetimeta.com and has social profiles on LinkedIn.

What is Lifetime Tax Advisors, Inc.'s NAICS code?

Lifetime Tax Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Lifetime Tax Advisors, Inc. have currently?

As of June 2026, Lifetime Tax Advisors, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Senior Tax Manager: L. D.. Explore Lifetime Tax Advisors, Inc.'s employee directory with LeadIQ.

What industry does Lifetime Tax Advisors, Inc. belong to?

Lifetime Tax Advisors, Inc. operates in the Financial Services industry.

What technology does Lifetime Tax Advisors, Inc. use?

Lifetime Tax Advisors, Inc.'s tech stack includes QuickBooksThomson ReutersTwemojiModernizrjQuery MigrateYoast SEOYouTubeGravity Forms.

What is Lifetime Tax Advisors, Inc.'s email format?

Lifetime Tax Advisors, Inc.'s email format typically follows the pattern of First@lifetimeta.com. Find more Lifetime Tax Advisors, Inc. email formats with LeadIQ.

When was Lifetime Tax Advisors, Inc. founded?

Lifetime Tax Advisors, Inc. was founded in 2008.

Lifetime Tax Advisors, Inc.

Q: How many employees does Lifetime Tax Advisors, Inc. have currently?

Lifetime Tax Advisors, Inc. has approximately 11 employees.

Q: What technology does Lifetime Tax Advisors, Inc. use?

Lifetime Tax Advisors, Inc.'s tech stack includes Google Analytics, QuickBooks, NextGEN Gallery, Yoast SEO, Google Maps.

Q: What is Lifetime Tax Advisors, Inc.'s NAICS code?

Lifetime Tax Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States11-50 Employees

Based in Rockwall, Texas, the company serves clients with an approach focused on forward-looking planning and ongoing tax law awareness. With a local presence and a defined advisory role, Lifetime Tax Advisors positions itself as a professional resource within its market, targeting individuals or entities seeking diligent, compliant optimization of their tax position.

Insights

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