Expert Tax & Financial Guidance — Wherever You Are

    Based in New York City, we proudly serve clients locally, nationwide, and even worldwide, delivering proactive tax planning and financial clarity wherever life and business take you.

    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.

      Contact Us
      Get in Touch

      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

      Copyright © 2026. All rights reserved.