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We will send your requested documents to the email or portal account we have on file.

If you would like to update your information or ask a question, please do not hesitate to contact us.

  • We need your names as they appear on your tax return for the year you are requesting.
  • Do not enter your email in the message area; we will only use the email address we have on file.
  • We deliver documents in 48-72 hours.





    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 Policy • LifeMark 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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