Helping you save money and plan for your future.

New Client Questionnaire

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 information,

including your last year's tax return
.

New Client Questionnaire - Bronx Office

New Client Questionnaire - Manhattan Office

Arnold and David are registered representatives at INVEST Financial Corporation.

For additional information, please visit FINRA BrokerCheck
BrokerCheck
INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Taxmaster Financial Services. INVEST does not provide tax or legal advice.

INVEST Financial Corporation's Privacy Policy


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.

TaxMaster Financial Services Corporation's continuing mission is to serve you by providing the highest level of expertise and professionalism possible.

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