Tax preparation, tax consulting and tax planning services including income tax preparation services for individuals, trusts, corporations, LLC's, estates, fiduciaries and gift taxes; Tax audit representation for federal and state income taxes, employment tax, workers compensation tax, employment classification, subcontractor classification audits, sales and use taxes and government collection activities; Accounting, bookkeeping and business consulting services, monthly and annual write-up services, financial statement preparation, business consulting and planning and audits

Investment advisory and planning services, retirement planning, financial planning, estate planning and personal financial planning; Insurance services for life, long term care, disability and other insurance products including variable and fixed annuities; Mortgage and loan services; Mortgage banking, mortgage loans, Loan financing, and Banking