Client Resource Area

Find quick answers to the questions you may have with these additional resources.

Our Secure Portal

A quick guide to accessing and using our secure client portal, NetClient CS

New Client Forms

Download the forms you need to bring to your first appointment before you meet with your accountant.

Get Organized

Find a comprehensive list of the kinds of documents you may need to bring to complete your tax return.

Check Your Refund

Access links to get the status of your Federal or state tax refund payments.

Federal & State Notices

These are the best steps to take if you have received a Federal or state notice in the mail.

Request Personal Documents

Fill out the form to request copies of tax returns we have filed for you in the past.

Financial Calculators

A library of calculators to answer your financial questions.

David is a registered representative at LifeMark Securities Corp. For additional information, please visit FINRA BrokerCheck LifeMark Securities Corp., member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. LIFEMARK does not provide tax or legal advice. LifeMark Securities Corp. Privacy PolicyLifeMark Securities Corp. DOL Best Interest Disclosure Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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