OUR PROFESSIONAL team

OUR TAX PROFESSIONALS

Alfred Record II – Owner

Alfred is a Dallas native. He graduated from Morehouse College in Atlanta, GA with a degree 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 started LifeTax Financial Services with a core base of teacher clients and has been a full-time business owner since 2014. Lifetax currently services over 300 clients in Texas, Georgia, California, Oklahoma, Louisiana, Oregon, and New York.

Vu Le, CPA, JD – Tax Attorney

 

Vu started in the financial field in 2005 as a financial auditor. Her experience includes financial auditing, financial reporting, tax compliance, tax planning, and tax controversy. This experience lets her see the bigger picture and help her clients through their financial journey. 

Whether her clients need to get out of a tough situation with the IRS or plan a business venture, she’s there to help through each step. Additionally, Vu has a long history with international tax. Clients who have offshore accounts and international clients who have businesses know they are in great hands.  Vu is the founding member of Le Tax, PLLC. She serves as a consultant with LifeTax Financial Services. 

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.

Valerie Valles

Bilingual in Spanish, Valerie Valles  was raised in the small town of Odessa, TX where she received her realtor license in 2014.  In 2015 her family relocated to the Dallas where she then crossed paths with Alfred Record, owner of LifeTax Financial Services who helped pursue her career in Tax Preparation. 3 years later & a new addition to her family she knows that your financial life is the 2nd most important part of life. She has served dozens of individual and small business clients with a niche of realtors and contractors as clients.   

Porsche Johnson

 

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. 

About

About US
 

“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!”

Testimonials
“Alfred was amazing. Very professional and knowledgeable. He was able to answer all of the questions that my husband and I had on both our personal and business taxes. I would recommend him to everyone.”
-Sherrion Davis-Evans
Testimonials
“Just left my consultation and couldn't be happier! Alfred was not only professional and nice but also very knowledgeable with every question my husband and I had. We left there with peace of mind knowing that he handled everything for us. He is absolutely the best and recommended him to everyone. I will be using Alfred & Life Tax for years to come!”
-Eliza Gonzalez
Testimonials
“Awesome service! This is our third year filling taxes with Alfred and we are very satisfied customers.”
-Jesus Carmona
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