Insights

Niche Financial Focus Lifetime Tax Advisors specializes in proactive tax planning services, offering a tailored approach that emphasizes maximizing deductions and credits while avoiding red flags. This focus on personalized, compliant tax strategy positions the firm as a trusted advisor for clients seeking comprehensive tax efficiency.

Growth Potential With revenue estimated between $1 million and $10 million and a relatively small team of 11-50 employees, the company appears poised for expansion. Business development efforts that offer scalable marketing solutions or advanced tax technology could support their growth trajectory.

Technology Integration The company employs a range of digital tools including WordPress, Gravity Forms, and analytics pixels, indicating openness to digital marketing and online client engagement. Opportunities exist to introduce innovative client portals or automation solutions to enhance efficiency.

Industry Positioning Competing with larger firms like H&R Block and Liberty Tax, Lifetime Tax Advisors could benefit from targeted digital marketing, client acquisition strategies, or partnership opportunities to strengthen its local market presence and attract high-value clients.

Market Trends As tax laws evolve and clients seek proactive planning, providing advanced tax advisory tools or education-focused content could be a compelling selling point. This aligns with their existing emphasis on staying current with legislation and presenting themselves as proactive experts.

Lifetime Tax Advisors, Inc. Tech Stack

Lifetime Tax Advisors, Inc. uses 8 technology products and services including Thomson Reuters, Facebook Pixel, WP Rocket, and more. Explore Lifetime Tax Advisors, Inc.'s tech stack below.

  • Thomson Reuters
    Accounting And Finance
  • Facebook Pixel
    Analytics
  • WP Rocket
    Caching
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • YouTube
    Video Players
  • Gravity Forms
    Web Platform Extensions

Media & News

Lifetime Tax Advisors, Inc.'s Email Address Formats

Lifetime Tax Advisors, Inc. uses at least 1 format(s):
Lifetime Tax Advisors, Inc. Email FormatsExamplePercentage
First@lifetimeta.comJohn@lifetimeta.com
36%
First.Last@lifetimeta.comJohn.Doe@lifetimeta.com
14%
First@lifetimeta.comJohn@lifetimeta.com
36%
First.Last@lifetimeta.comJohn.Doe@lifetimeta.com
14%

Frequently Asked Questions

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

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

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

Minus sign iconPlus sign icon
Lifetime Tax Advisors, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign icon
As of March 2026, Lifetime Tax Advisors, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Chief Operating Officer: T. J.Owner, President, Ceo: J. P.Director Of Tax: N. R.. Explore Lifetime Tax Advisors, Inc.'s employee directory with LeadIQ.

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

Minus sign iconPlus sign icon
Lifetime Tax Advisors, Inc. operates in the Financial Services industry.

What technology does Lifetime Tax Advisors, Inc. use?

Minus sign iconPlus sign icon
Lifetime Tax Advisors, Inc.'s tech stack includes Thomson ReutersFacebook PixelWP RocketWordPressTwemojijQueryYouTubeGravity Forms.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Lifetime Tax Advisors, Inc. was founded in 2008.

Lifetime Tax Advisors, Inc.

Financial ServicesTexas, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
1160 Horizon Road Rockwall, Texas 75032 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.