Experience Financial Freedom

Clarity, confidence, and peace of mind for your future

Delivering Financial Peace of Mind from the Insight Out™

For over 60 years, we’ve guided business owners, professionals, and families through the complexities of taxes, cash flow, and financial growth. Our work goes beyond returns and spreadsheets — it’s about helping you create stability, build wealth, and make confident decisions for the future.

The Right Guidance for Your Financial Journey

Every financial situation is unique — and so are the strategies to navigate it. With trusted, certified professionals by your side, we’ll help you reduce taxes, strengthen cash flow, and unlock opportunities to grow smarter.
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Years Helping Clients Gain Clarity
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Client Retention Rate
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Business & Individual Clients Served
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Taxes Saved for Clients

Solutions Designed Around You

Business Tax Planning

Strategies that minimize liabilities and fuel smarter growth.

CFO Services & Consulting

Fractional CFO expertise to strengthen cash flow and guide smarter decisions.

Life Planning

Align your money with your values and create a roadmap for living with intention.

Retirement Planning

Build a future that gives you peace of mind and lasting security.

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Meet the People Behind the Numbers

Our team blends tax expertise with financial life planning to give you more than strategies — we give you clarity, insights, and peace of mind. Every client relationship is built on trust, personal attention, and a commitment to your success.

David Block

President and CEO

Giovanny Diaz (Tina)
Tax Advisor

Henry Li
Senior Accountant

Showcasing Our Latest Achievements

Advanced Tax Strategies & College Planning

Using entity structuring and income-shifting strategies, we created a plan to save over $400,000 in taxes across 5 years—while also building a six-figure, tax-free fund for future college costs.

Tax Savings That Fund Retirement & Education

By applying four advanced tax strategies, this client reduced her tax bill by $625,000 over 5 years—funding more than half her retirement savings and creating a tax-free tuition plan for her children.

Testimonials

    “There are VERY few coaches who understand business and finances at the level you do, and for coaches or entrepreneurs who are focused on growing a business using strong financials and regular checkins not only about the beans counted, but the inner-world correlations, you’re very unique. Looking forward to more with you!”

    Craig Filek
    Craig Filek

    Coach and Entrepreneur

      “One of the greatest gifts I have ever given to myself and my team is to work with a good coach. David Block has been a constant source of inspiration, motivation, encouragement and guidance! During this past year he has helped our team build a successful sales campaign that has taught us new skills, opened new doors, and increased existing sales in ways we would have never seen without his help.”

      Eric Kruk
      Eric Kruk

      Director- Sales, Fortune 500 Company

        “David is very enthusiastic, dedicated, intelligent and caring, showing professionalism, knowledge and dedication.”

        Cloe Madanes
        Cloe Madanes

        Co-Founder with Anthony Robbins of the Robbins Madanes Center for Strategic Intervention

          “When I first started working with David, I was in almost complete avoidance around anything that had to do with my money. In one of our first conversations, I distinguished that what I wanted to create with David was Financial Fearlessness & through our work together I have done that! I am now completely out of debt, I have a consistent & loving relationship with my money, I resurrected my credit, and am now in the process of buying property! One thing David brings to the table (along with all of his financial wisdom), is a way of being that allowed me to talk more openly about money & money shame than I ever had before in my life.”

          Kendra Cunov
          Kendra Cunov

          Teacher/Facilitator/Coach

            “My husband and I have been clients of Taxmaster for over 30 years, and always receive excellent, timely, courteous service from David Block and his team. It’s a family business, which is terrific. David patiently explains and resolves every tax situation. His entertaining emails keep us current with changing regulations, and they were especially helpful during the pandemic lockdown.”

            W. Lamb
            W. Lamb

              “David was terrific! He has a wonderful ability to sift through the chatter and get to the heart of something or to focus in on an area or topic that can help in other areas as well. He is well-versed in his craft.”

              M. Nuwaysir
              M. Nuwaysir

              Arlington, VA

                “He used a very different process than I’d heard anyone else use – called NLP – Neuro-Linguistic Programming, which I learned somewhat by experiencing it. He supported me 100% by utilizing these techniques in every session. He shared with me his coaching model and had me fill out an extensive profile and also gave me time to complete it. He took issues that I was dealing with and would ask many unexpected and deep questions that I hadn’t thought about.”

                J. Biernat
                J. Biernat

                Canandaigua, NY

                  “I can’t say enough about Tina of TaxMaster, who went above and beyond to help me get my taxes filed on a rush basis at her busiest time of year so my husband and I could purchase our house. She did so in the friendliest, most professional way possible and answered all my questions clearly and knowledgeably. Highly recommended!”

                  R. Frye
                  R. Frye

                    “David is positive in nature. He was able to see me as my best self and hold that vision for me and remind me of that. He was very intuitive and helped me come to some self realizations which had a very big impact on my overall happiness…. I really felt like he was there for me when I needed him. Very encouraging. Always professional.”

                    A. Holmblad
                    A. Holmblad

                    Copenhagen, Denmark

                      “David Block says that he welcomes calls throughout the year for Tax Master & the client to plan better TOGETHER. He meant it! A previous accountant ignored a major aspect of my income, which caused lots of trouble. David optimistically & in detail outlined how to reduce that. He also gave me vital information about the tax burden of EACH person in the filing of Married Filing Jointly, something the previous accountant never mentioned. So grateful to be helped to avoid problems & solve existing ones!”

                      J. Hanvick
                      J. Hanvick

                      Take the Next Step Toward Financial Peace of Mind

                      Managing taxes and cash flow doesn’t have to be stressful. Our experts are here to guide you with proactive, year-round advice tailored to your goals.

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