David Block

President and CEO

Guiding You Toward Financial Clarity & Peace of Mind

Your life and business doesn’t end on April 15th — that’s why we provide financial advisory services 12 months a year. We’re here all year to help you simplify financial decisions, reduce your tax burden, and create a sense of confidence and calm around money — so you can focus on what matters most to you.

Providing Trusted Tax & Financial Advisory Services Since 1960

For more than 60 years, TaxMaster Financial Services has walked alongside business owners, executives, and professionals as they’ve faced the real challenges of money: unpredictable cash flow, rising taxes, and the pressure to grow with confidence. Our approach goes beyond numbers — blending proven financial strategy with the psychology of finance, so you not only make smarter business choices, but also improve your relationship with money itself.

Decades of Trusted

Certified Expertise

Decades of Experience

Accountability Partner

Committed to Excellence

Rooted in Integrity

Need financial clarity? Book a consultation today

Get Started

Our Vision

To change what it means to work with a financial partner. We believe tax returns are the end result of careful planning, which makes tax season just one moment in a much bigger financial story. With year-round Tax and Advisory Services, our vision is to guide clients toward clarity, confidence, and peace of mind all year long — helping them align money with values, goals, and the life they want to build.

Our Mission

We exist to help people change the way they experience money. That means reducing taxes, building healthier cash flow, and creating life-centered financial plans that reflect what really matters to them. Whether you’re running a business or planning for your family, our mission is to give you both the strategy and the confidence to move forward.

Watch Video

Secure Your Financial Future — Starting Today

We provide proactive, expert-driven tax and financial solutions that help you reduce taxes, grow smarter, and gain financial peace of mind.

Meet Our Advisory Team

Our team combines deep tax expertise with financial life planning and real-world business insight. But more importantly, we listen. We believe every financial decision is also a life decision — so we provide the personal attention, forward-looking insights, and integrity you deserve.

View All Team

David Block

President and CEO

Giovanny Diaz (Tina)

Tax Advisor

Henry Li

Senior Accountant

Subscribe To Our Newsletter

Stay informed with the latest tax tips, and financial strategies.

We provide expert tax planning and financial consulting to help you reduce liabilities.

Quick Links

Useful Links

Contact Us

Phone

(212) 247-9090

Get in Touch

info@taxmaster.com

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Professionals of Innovation Partners LLC and IP Financial Advisory Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site.

Securities products are offered through Innovation Partners LLC, member FINRA/SIPC.

Advisory services are offered through IP Financial Advisory Services LLC. IP Financial Advisory Services LLC is a registered Investment Advisory Services firm with the SEC under the Investment Advisors Act of 1940.

Innovation Partners LLC , IP Financial Advisory Services LLC, and TaxMaster Financial Services Corp. are not affiliated.

David Block is licensed to business in the following states:

Innovation Partners LLC: AZ, CT, DC, FL, GA, ME, NC, NJ, NY, OR, PA, VA, VT

IP Financial Advisory Services LLC: NY

Important Information and Form CRS | Business Continuity