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Specializes in custom insurance plans that place you in the best coverage position while maximizing your premium dollars.

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Builds lasting relationships by taking the time to get to know your personal goals, dreams, and needs, to provide superior financial advice to meet them.

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Tax Articles

Filing an Extension for Tax Deadlines – Why and How You Do It

Filing an Extension for Tax Deadlines - Why and How You Do ItThe major tax deadline we all know and love is April 15. That being said, those who...

The Taxpayer Bill of Rights- 10 Rights You Need To Know

The Taxpayer Bill of Rights- 10 Rights You Need To Know“At their core, taxpayer rights are human rights.” - Nina Olson, National Taxpayer AdvocateAs...

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560 E. I-30, Suite 110

Rockwall, TX 75087

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Phone: (972) 771-6707

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Lifetime Wealth Management, P.C. is an SEC Registered Investment Advisory Firm (RIA)
Lifetime Wealth Management, P.C., Lifetime Tax Advisors Inc., and Lifetime Insurance Services, Inc. Are Legal Separate Entities.
Lifetime Tax Advisors is not a CPA firm.