Consultation, advisory, and assessment services with regard to accounting and taxes, namely, accounting consultation, accounting advisory services, tax consultation, tax advisory services, and tax assessment; consultation and advisory services in the fields of accounting and taxes, namely, tax calculation, tax planning, tax return preparation, tax refund planning, tax file management, preparation of tax forms, and tax return filing; providing tax and tax preparation management information and consultation; providing information concerning accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds planning, tax file management, preparation of tax forms, and tax returns filing; providing tax analysis and calculation in the nature of accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and commentary to consumers in the fields of tax return preparation and tax planning; providing tax calculation, planning, preparation, and filing services; electronic tax filing services; consultation, advisory, and analysis services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax preparation purposes; consultation, advisory, and analysis services with regard to organizing, tracking and reporting tax deductible expenses; marketing services for financial institutions; marketing services that enable financial institutions to market tax preparation software and services to consumers; marketing services that enable financial institutions to market the integration of tax preparation software and services with consumers' online banking services and bank accounts

Consultation, advisory, and analysis services with regard to tax payment financial management; assistance with regard to tax payment financial management, namely, online tax payment processing services; providing financial analysis and calculation of tax payments; provision of information concerning tax payment financial management; on-line banking services enabling users to directly deposit tax refunds into accounts at financial institutions; electronic transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds payments; electronic transaction processing services related to deposits of tax refunds payments; online financial account financial management services for consumers accessed by consumers via secure internet banking platforms

Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of on-line non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing temporary use of on-line non-downloadable software for processing tax payments; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; technical support services, namely, troubleshooting problems with computer software via telephone, e-mail and other means