Tax Preparation

  • Do uou want to pay the least amount of tax you possibly can? 
  • Do you want to be able to get answers to your real world questions in real time after April 15th, without the fear that it will cost you money to ask it?
  • Do you want to keep the IRS from your door?  

This is our “bread and butter.” 

We provide Financial Peace of Mind from the Insight Out.

If you would like more information about the services we provide, please call us at 212-247-9090 (TaxMaster Financial Services/IPL).

David I. Block, EA, CTC™ CFP® is Certified Tax Coach as a member of the American Institute of Certified Tax Planners.

David I. Block, EA, CTC™ CFP® is also a CERTIFIED FINANCIAL PLANNER™ and a Registered Representative with Innovation Partners, llc (IPL).

Securities offered through IPL, member FINRA/SIPC, a registered Broker Dealer. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. IPL does not provide tax or legal advice. IPL is not affiliated with Taxmaster Financial Services.

Have Questions About Our Services?

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.

 https://brokercheck.finra.org/

Innovation Partners llc. Privacy PolicyInnovation Partners Customer Relationship Summary

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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