I received a notice, what do I do?

We are able to help you respond to a federal or state notice you have received. To best serve you, these are the step you can take to make sure we are able to help you in a timely manner.

Here is what to do:


We can’t help you unless we are looking at the notice. You can get the notice to us in one of several ways:

1. You can upload it to you TaxDome Portal. That is the safest and fastest way to get the notice to us
2. You can fax it to 212-247-0961. That’s our fax number.
3. You can bring it in to our office personally.

Our office address is:
1384 Broadway, Suite 1602
New York, NY 10018

4. You can also mail it to us. This is the least reliable and so is not recommended even if certified. If you mail us a copy, please keep a copy for yourself as a reference.

Once we have the notice in hand, we figure out what it is, what it means, and what has to be done.

Registered Representative of and securities offered through Innovation Partners, .llc, 5950 Fairview Road, Suite 140, Charlotte, NC, 28210, (704)708-5461. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with Innovation Partners, llc. For additional information, please visit FINRA BrokerCheck.

Innovation Partners, llc. (IPL), member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. IPL does not provide tax or legal advice.


Innovation Partners llc. Privacy PolicyInnovation Partners Customer Relationship Summary

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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