Tax Strategist/Financial Advisor
Are you confident you are taking advantage of every tax break you deserve?
Most tax professionals do a fine job of recording history. At tax time they put the “right” numbers in the “right” boxes on the “right” forms and file them by the “right” deadlines. Is that all you really want?
At Lifetime Tax Advisors, Inc., we choose to be proactive in meeting the needs of our clients. Proactive tax planning means scouring your income and expenses for every available deduction, credit and loophole without straying into "gray areas" or creating "red flags."
By staying abreast of current tax law changes and legislation, we identify planning opportunities thus minimizing current and future tax liability.
Thank you for visiting our website. I welcome the opportunity to meet you and help you take advantage of all the strategies the tax code offers.
Jason A. Potts currently works as a financial advisor and consultant to high net worth families and directs the operations of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc, and Lifetime Insurance Services, Inc. Jason is responsible for the day to day management of his employees and his clients’ portfolios as well as running a solid business platform for all three entities.
Prior to the formation of Lifetime Wealth Management, P.C., Jason worked as a Financial Advisor and Investment Representative for a private bank as well as a national brokerage firm. His role was asset allocation of his clients’ portfolios, consulting those very clients in business matters as well as oversight of all business operations.
Jason has been in the financial services arena for more than ten years and has significant entrepreneurial experience. His skill set is efficient in the areas of portfolio management, relationship management, investment management, personnel management and above all financial management and consulting.
His love of life is a result of his faith, his family, his friends, his clients and baseball.
B.A. Finance University of North Texas
M.B.A. - Executive Southern Methodist University
Tax Strategist/Financial Advisor
Greg began practicing in historic downtown Rockwall August, 1983. From 1983 to 2005, he was a principal in three CPA firms providing tax and financial advice. In 2005, he joined a private bank focusing on trust and investment advisory services. In August, 2008, Greg became a principal in Lifetime Tax Advisors, Inc. to serve a select group of tax and wealth management clients.
In addition to a B.A. in Biblical Studies, Greg holds the following designations and licenses:
• CERTIFIED FINANCIAL PLANNER® Professional (CFP®) – College for Financial Planning
• Enrolled Agent (EA) – Licensed to Practice Before the IRS
• Certified Trust and Financial Advisor (CTFA) - Institute of Certified Bankers
• Certified Tax Coach (CTC) – American Institute of Certified Tax Coaches
Greg is a past-president of Rockwall Rotary Club, a Paul Harris Fellow and a Rotary International Benefactor. He also served as Chairman of the Board of Rockwall County Helping Hands and received the Chairman’s Award and Ethel Moss Award for his service to the agency.
Greg is a member of the Institute of Certified Bankers, National Association of Enrolled Agents and Texas Society of Enrolled Agents.
Our Areas of Expertise Include:
• Tax Reduction Strategies
• Tax Preparation and Planning for Individuals and Businesses
• Estate and Trust Planning
• Executive Bonus and Exit Planning Strategies
• Succession and Generational Wealth Transfer Planning
• Asset Protection Strategies
• Business Development and Consulting
• TaxPro™ CFO for Business Owners
Initial Meeting – This short form will help us learn about you and your business(es) prior
to our first meeting
New Client Questionnaire
Tax Planning Survey – This survey is helpful in gathering information needed to prepare a plan
which helps us find tax deductions that you may be missing
The following calculators are provided to help answer some of your financial questions. Please call or email if your issue requires guidance from one of our experts.
Why do business owners hire tax advisory firms?
• Because they want the books done properly?
• Because they want a professional to prepare their tax returns?
• Because they fear the IRS?
Sure, on a superficial level. But what they really want to know is:
• How much am I making?
• How much am I spending?
• Am I missing tax breaks that are available to business owners like me?
• How can I use this business to accumulate wealth?
• How can I pass this business on to my heirs?
TaxPro™ CFO clients receive year-round tax advice, access to tax professionals, annual tax planning meetings, e-mail tax alerts and strategic tax planning ideas along with preparation of their personal and business tax returns for a flat monthly fee.
Benefits of becoming a TaxPro™ CFO member:
Direct communication with tax professionals giving you peace of mind knowing you made the right decisions
throughout the year.
Eliminate surprises! April 15th should be just another day on the calendar.
We use the ever-changing tax code to build court tested, IRS approved tax savings strategies for you.
We prepare your annual business and personal income tax returns.
Year-round tax advice and annual tax planning strategy sessions.
E-mail tax alerts and articles that will help you stay on top of changes that affect your business. We look for
mistakes and missed opportunities that may be costing you thousands of dollars per year and craft a plan
to cure those mistakes and take advantage of missed opportunities.
Call our office at 972.771.6707 to schedule your free tax analysis.