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 recieved 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.
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.
Porsche graduated from the University of Texas at Arlington in 2007 with a Bachelors of Business Administration in Accounting and again in 2013 with a Masters in Business Administration. She has a diverse experience in accounting including audit, tax, governmental, and non-profit. Porsche has always had a passion for numbers and helping others so it makes sense that she recently decided to shift gears in her career to focus on building a financial coaching business. In her free time, Porsche enjoys working out, reading, traveling, learning new things, networking, and her most favorite thing to do: spend time with family.
“LifeTax Financial Services is a boutique-style tax and accounting firm. We are your one stop shop for personal and business tax preparation, life insurance, annuities, bookkeeping and business/non-profit formation needs. Our team of tax, accounting, and business development experts will make you feel like a part of our family, catering to your individual financial needs.
It’s no wonder our clients come to us year-round, year after year for their tax and financial needs. Contact us today to schedule your initial consultation where you will leave Educated and Empowered. Welcome to the LifeTax family!”