Managing Partner

David I. Block, EA, CTC™, CFP®

David I. Block, EA, is a native of Brooklyn, NY, and a graduate of Wesleyan University, Middletown, CT. David has worked with TaxMaster since 1985. David brings to his work the philosophy that the financial decisions we make are determined by our emotional states of mind, and that these decisions create our destinies. In support of this approach, David is also a Certified Professional Coach, a Certified Tax Coach, has a Certificate in Financial Planning from New York University, and is a CERTIFIED FINANCIAL PLANNER™. He also works with individuals and businesses and is a Master Practitioner of Neuro-Linguistic Programming (NLP). David helps his clients find and maintain the states of mind that enable them to prosper, and strategies to help them do so.

David also offers expert accounting, tax, investment, financial planning, and business consulting services to hundreds of individuals and small businesses. David has been an Enrolled Agent (EA), licensed to practice before the Internal Revenue Service, since 1993.

David is a registered representative and a CFP® certificant with Innovation Partners LLC, with Series 7, 63, and 24 securities registration. Innovation Partners LLC. is not affiliated with TaxMaster Financial Services Corporation.

Tax Associate

Giovanny Diaz (Tina)

Tina Diaz is a graduate accountant who has worked with TaxMaster since 1989. She has been preparing tax returns for over 2 decades.  Tina also offers expert accounting, financial planning, and business consulting services to hundreds of individuals and small businesses.  Tina’s professional commitment can be seen in her unwavering dedication to providing top-notch service to TaxMaster clients. She has earned an outstanding reputation for her financial problem-solving and customer satisfaction. Tina knows that TaxMaster clients are its most important assets, and she is fully committed to providing them with the best professional service, care, and respect.

 

Tax Associate

Art Davis, CPA

Art Is a CPA and a tax attorney who has been a tax professional and tax compliance advisor since 1980. In between, he has worked for the Treasury Department; worked with a couple of major CPA firms; served on IRS Information Reporting Program Advisory Committee (IRPAC) as the real estate sector representative, including one year as Chairperson; authored an amicus brief before the California Supreme Court, for a client, which was both accepted and on point with the winning argument; and more.

What Art enjoys most though, is preparing tax returns, and talking with and advising clients. He is thrilled to be part of our team. We welcome him to TaxMaster. We and he both hope that he works with us for years to come!

Registered Representative of and securities offered through Innovation Partners, .llc, 5950 Fairview Road, Suite 140, Charlotte, NC, 28210, (704)708-5461. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with Innovation Partners, llc. For additional information, please visit FINRA BrokerCheck.

Innovation Partners, llc. (IPL), member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. IPL does not provide tax or legal advice.

Innovation Partners llc. Privacy PolicyInnovation Partners Customer Relationship Summary

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