OUR TAX PROFESSIONALS

Alfred Record II, EA – Owner

Alfred is a Dallas native. He graduated from Morehouse College in Atlanta, GA with a BA in business with a concentration in marketing. He worked in various roles in operations management for 10 years with a transportation and logistics company in Dallas.

He left corporate to pursue a career in Education as a math teacher. In that pursuit, he also started a part-time business in tax preparation that ultimately became his passion: helping adults make better choices with their finances and helping others to start their own businesses.

After 4 years of teaching, Alfred launched LifeTax Financial Services and has been a full-time business owner since 2015. He received his Enrolled Agent designation in 2020 giving him authority to represent individual and business taxpayers before the IRS. LifeTax currently services over 300 clients in Texas, Georgia, California, Oklahoma, Louisiana, Oregon, and New York.

Terrance Lee, CPA

Terrance graduated from Northwestern State University, Natchitoches, LA in 2008 with Bachelors in Accounting. He received his MBA with accounting emphasis from TWU Denton, TX in 2017 and later became a Certified Public Accountant. Terrance has over 13 years of experience in Corporate Accounting and Tax in Louisiana and Texas. He is extremely passionate about accounting, finance, and tax. When Terrance is free from work, he enjoys reading, working out, and spending time with family.

Jacqueline Jones

Ms. Jones has a BS Degree in Accounting from Indiana University. She worked in the industry as a corporate accountant before contracting on her own. Ms. Jones is a certified QuickBooks Pro Advisor. She prides herself with the satisfaction of having helped so many businesses with her services. She specializes in bookkeeping and business tax preparation. She has over 20 years of experience in preparing corporate tax, partnership, individual tax, non-profit, and franchise tax returns.

Christie Keller

Christie is a certified QuickBooks ProAdvisor with over 16 years of bookkeeping experience.
Her 20 years of experience in several roles in various organizations in different industries has given her a great knowledge and experience not only in accounting and bookkeeping, but also in small business management. She stands for all of her values, including professionalism, commitment, integrity, and honesty. Not only is she passionate about helping service-based business owners get their books in order and grow their business with the peace of mind that comes from maintaining the integrity of their books, she also ensures that her clients’ books are set up properly and all accounts are maintained for ease of end-of-year tax return filing.

Richard France

Richard W. France, Graduated with a BS in Finance with a major emphasis in accounting from American University, Washington, D.C.
He began after school working in the Hospitality Industry as a Hotel Controller which continued for 28 years ending with being the CFO for Signet Hotel Corporation which was closed at the end of 1998. He became an independent contractor working in many different businesses as a contractor and employer. In 2005, Richard formed his own Bookkeeping service known as The Bean Counter and began accounting services for several small businesses. He is married to his long time wife Diane and has children and grandchildren.

Richard France

Richard W. France, Graduated with a BS in Finance with a major emphasis in accounting from American University, Washington, D.C.
He began after school working in the Hospitality Industry as a Hotel Controller which continued for 28 years ending with being the CFO for Signet Hotel Corporation which was closed at the end of 1998. He became an independent contractor working in many different businesses as a contractor and employer. In 2005, Richard formed his own Bookkeeping service known as The Bean Counter and began accounting services for several small businesses. He is married to his long time wife Diane and has children and grandchildren.