08/05/2016

I am excited to announce The Borg Firm, PLLC has joined Lifetime Tax Advisors, Inc in a merger / acquisition. Due to the personal real estate experience and breadth of tax knowledge of the staff and owners of Lifetime Tax Advisors I feel confident this is a great match.

About Lifetime Tax Advisors, Inc. and Companies

Lifetime is made up of three separate companies offering services to investors with offices in Rockwall and Dallas. Jason Potts, the President/CEO of the Lifetime Companies is an advisor and consultant to high net worth investors. Greg Tudor, my equivalent, and his team, focus on tax strategy and tax return review at Lifetime Tax Advisors. Both Jason and Greg have decades of investment, tax and personal real estate experience including houses, apartment complexes and other commercial buildings. You can read more about them here: http://lifetimeta.com/bios

Their services include:

  • Lifetime Wealth Management, P.C. –A fee-only registered investment advisory firm serving high net-worth and high income individuals and families. For Lead Investors, they may choose to introduce some of their existing clients to be Passive Investors if there is a fit.
  • Lifetime Tax Advisors, Inc. – Tax Strategies, Proactive Tax Plans, Tax Return Preparation, and Consulting (everything I currently do).
  • Lifetime Insurance Services, Inc. – A full-service, independent insurance agency. They have great insurance rates on apartment complexes and other real estate. Consider a free quote.

Because of their background and array of services, they're uniquely qualified to offer holistic advice on financial, tax and investment matters.

The Transition

Greg and Jason are both very eager to work with you. Greg and I are working together in the coming year to make this a seamless transition and I will continue to work with them for the foreseeable future. If you currently have a tax return that still needs to be completed I will work with Greg to ensure your tax returns are filed by the appropriate deadlines.

I will continue to be available as needed and will consult with Greg regarding the specifics of your tax situation. The existing Borg Firm staff look forward to continuing to work with you as well. The fee structure will remain the same. You can still reach us at 214-810-4272 or you can reach Lifetime Tax Advisors at 972-771-6707. As our lease was up for our current office, we will soon relocate to another office building nearby.

What’s next for Keith

I plan to continue to invest in real estate including putting partnerships together for passive investors, so you may hear from me if some interesting opportunities arise. I plan to continue to travel the world including the possibility of some international investments.

The additional time will also allow me to get more involved with Escuela Integrada, in Antigua Guatemala. It's a school that provides opportunities for impoverished children and their families. You can learn more here: wearegraces.org

Most Genuinely,

Keith Borg