The Peace of Mind Solution

We know that we are more than just a “tax” business, a “financial services” business, or even a “financial planning” business.
We are in the “Peace of Mind” business.

Between the Stimulus payments, PPP, ERD, the CARES Act, and 3 other pieces of legislation, and of course the pandemic, everything is different this year – not just the tax returns, but even the protocols under which we will prepare returns this year have changed.

Regardless of circumstance, our business is your Peace of Mind, all year round. The rest is just details.

With The Pandemic our two offices have two different protocols.

Please check for the information for both offices so you can be prepared for how we will receive your information, prepare your returns, and how you will receive your returns back and results.

  • The office is not scheduling any appointments in office until further notice.
  • Clients may schedule video or phone appointments only once they have submitted their documents.
  • Clients may drop off documents Tuesdays-Thursdays, 10 AM – 2 PM. Please call before you arrive to verify the office is staffed.
  • This office is scheduling in-office appointments and honoring social distancing practices.
  • Clients may schedule phone appointments once they have submitted their documents.
  • Clients may pick up and/or drop off documents on specific days and times. Please call before you arrive to verify the office is staffed.

We can STILL help you during this crisis!

“Tax time” can be a very challenging time of the year for you. This may be your first time filing your taxes, or, you may have little knowledge of how the process works. Find out how we continue to remotely offer the finest and most comprehensive assistance with Tax and Financial Services through our Midtown office as well as tax preparation service through our office in the Bronx, New York. Not being experienced in tax preparations could spell trouble for you and diminish the overall value of your return.

If you do not have the proper knowledge of how to file your taxes, you could end up owing the IRS when you don’t have to. In worst-case scenarios, you may need to represent yourself to the IRS in order to fix problems with your taxes. Working with the IRS can be a cumbersome task and put fear in the hearts of even the strongest of us. Don’t let the problem overwhelm you. We are here with expert knowledge so you can feel relief when you send your taxes to the IRS.

Our job Is to make sure you have money now
AND in retirement!

The Peace of Mind Solution

Now, more than ever, tax planning is essential.

The changes above may have dramatically altered both how you file your taxes, how you plan, and how you save. They may also have changed the value of your tax return preparation itself. We know that you may have questions or concerns about the changes that have been made on how to process your taxes. With the dozens of hours of Continuing Professional Education, we take each year, and dozens of hours keeping up with changes that seem to happen daily these days, we can give you guidance, and confidence, as we help you navigate the ever-complex tax law landscape.

Financial Services in Manhattan & Bronx New York.

TaxMaster Financial Services is a professional income tax, accounting, and consulting firm.

We provide same-day service, free tax e-filing, and financial consultations in the off-season.

Tax Planning & Preparation

Investment & Financial Planning

Payroll Services

Our Goal Is to Save YOU Money!

We know that you have concerns about your financial future. As one of our clients, your financial future is just as important to us. Some example questions that you may have about your future are:

  • How will I ever afford my dream home?
  • Will I have to refinance my mortgage to make ends meet?
  • Should I pay points on a mortgage?
  • How much Social Security am I expected to collect after retirement?
  • Does it make sense to buy or lease my new car?

Instead of seeking out these answers on your own, Make the safe decision and call us today to receive “one-on-one personal service”. We will help you answer all the questions you may have about your financial future.

We Help You all year long, not just during tax season

Most years, we take the time from the beginning of May until the end of December to provide you with the most comprehensive financial information so that you can best plan your future with your money. This year, of course, we will continue to prepare taxes through July 15th. We provide financial advice at no additional charge because your tax return is a reflection of 365 days. We are the TaxMasters you are looking for to help you file your income tax in either the Manhattan or Bronx areas.

If you’re interested in having the peace of mind you deserve or the answers to your most vital questions, please call us at 212-247-9090 (TaxMaster Financial Services/LifeMark Securities) or 718-708-8400 (Bzura’s Income Tax Service).

Receive One-on-One Personal Service

We will help you answer all the questions you may have about your financial future.

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. Image Credit


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