Insights

Proactive Tax Appeal Small firm focus with proactive tax planning signals opportunity to upsell advisory services, targeting clients seeking maximize deductions and optimized tax strategies.

Growth Potential Revenue range suggests mid-market upside; potential to scale services through partnerships or white-label solutions with larger CPA networks or software platforms.

Tech Stack Fit Existing tools like QuickBooks and WordPress indicate compatibility with common client ecosystems; leverage integrations for streamlined onboarding and data-driven planning offers.

Competitive Position Operating in a crowded tax services landscape; position around compliance, leg‑agnostic planning, and transparent risk management to win clients wary of gray areas.

Market Targeting Small team size points to niche client segments (individuals or small businesses) that value personalized service; tailor value proposition to high-touch, cost-efficient tax planning.

Similar companies to Lifetime Tax Advisors, Inc.

Lifetime Tax Advisors, Inc. Tech Stack

Lifetime Tax Advisors, Inc. uses 8 technology products and services including QuickBooks, WP Rocket, WordPress, and more. Explore Lifetime Tax Advisors, Inc.'s tech stack below.

  • Accounting And Finance
  • WP Rocket
    Caching
  • Content Management System
  • Twemoji
    Font Scripts
  • Modernizr
    Javascript Libraries
  • YouTube
    Video Players
  • Gravity Forms
    Web Platform Extensions

Lifetime Tax Advisors, Inc.'s Email Address Formats

Lifetime Tax Advisors, Inc. uses at least 2 email formats:
Lifetime Tax Advisors, Inc. Email FormatsExamplePercentage
First@lifetimeta.comJohn@lifetimeta.com
75%
First.Last@lifetimeta.comJohn.Doe@lifetimeta.com
25%

Frequently Asked Questions

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

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

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

How much revenue does Lifetime Tax Advisors, Inc. generate?

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As of September 2026, Lifetime Tax Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

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

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Lifetime Tax Advisors, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

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

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As of September 2026, Lifetime Tax Advisors, Inc. has approximately 10 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?

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

What technology does Lifetime Tax Advisors, Inc. use?

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Lifetime Tax Advisors, Inc.'s tech stack includes QuickBooks, WP Rocket, WordPress, Microsoft 365, Twemoji, Modernizr, YouTube and Gravity Forms.

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

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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?

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Lifetime Tax Advisors, Inc. was founded in 2008.
Lifetime Tax Advisors, Inc. logo

Lifetime Tax Advisors, Inc.

Financial ServicesTexas, United States2-10 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.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Lifetime Tax Advisors, Inc.'s revenue is estimated to be in the range of $1M - $10M

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