New Clients – Manhattan Office

Home New Clients – Manhattan Office

feel free to call us    NYC: 212 • 247 • 9090    BRONX: 718 • 804 • 8400      info@taxmaster.com

Welcome to TaxMaster Financial Services Corporation!

To help us help you better, please fill out this secure, encrypted form, prior to your visit with us. When you come to see us, be sure also to bring all your tax information.

New Client Form

(Manhattan Office)

Not sure what to bring?

Please review the list of tax documents you will likely need to bring to your first appointment.

What Documents do I need?

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 Policy • LifeMark 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.

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