Computer software for tax planning; computer software for use in providing assistance with regard to accounting and taxes; computer software that enables users to capture, upload, download, store, organize, and view information and data, all in the fields of tax planning, personal accounting, financial management and generating and submitting applications for financial services; downloadable software in the nature of a mobile application for tax planning and tax calculation, personal accounting and financial management; computer software for use in connecting consumers with third-party financial services; computer software for use in providing automated personal financial management services; computer software for use in asset allocation and sector analysis; computer software for consumers to create a unified financial profile for themselves, their businesses and their families

Consultation, advisory, analysis, and assistance services with regard to personal accounting and taxes; consultation and advisory services in the fields of personal accounting and taxes, including tax planning and tax management; providing tax management information and consultation; providing information concerning personal accounting, taxes, tax planning and tax management; providing tax analysis and calculation in the nature of personal accounting and assessment and planning services; providing advice, analysis, news, and opinions to consumers in the fields of tax planning; providing tax calculation and planning services; consultation, advisory, analysis, and assistance services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; connecting qualified service providers with consumers, namely, connecting consumers to offers that provide lower interest rates and fees; connecting qualified service providers with consumers, namely, connecting consumers to offers for financial services; providing aggregated and anonymized financial data to others for economic and financial trend analysis; providing recommendations of service providers to consumers for commercial purposes, namely, providing automated recommendations on choosing financial services; providing automated recommendations on choosing financial services, namely, providing a website for users with specific informed recommendations of specific consumer financial services validated by the automated analysis of user provided data

Consultation, advisory, analysis, and assistance services with regard to tax payment management; providing analysis and calculation of tax payments; provision of information concerning tax payment management; providing online financial calculators; financial management services via global computer networks; providing information to consumers in the fields of personal financial management; providing information to consumers on optimizing interest and fees for financial and card accounts; financial risk assessment services, namely, financial risk scoring and modeling; providing financial history, payment history, loan and debt burden information to consumers; financial portfolio analysis services, namely, providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing financial data analysis for financial purposes and financial advice; providing information on optimizing interest and minimizing fees for financial and card based accounts

Providing an online forum for users to post and respond to questions in the fields of tax; providing an online forum for users to post and respond to questions; providing online forums, online chat rooms and electronic bulletin boards for transmission of messages among users; providing on-line chat rooms and electronic bulletin boards for transmission of messages among users in the fields of tax and healthcare; providing on-line forums for transmission of messages among users of mobile phones and mobile communication devices; providing electronic bulletin boards for transmission of messages among users in the field of general interest; providing on-line forums in the field of financial software and financial online services; providing telecommunications access services for users to publish and share their own content via mobile phones and mobile communication devices

Publication of the editorial content of sites accessible via a global computer network all in the fields of tax preparation, tax planning and tax filing; providing online non-downloadable articles in the fields of tax preparation, tax planning and tax filing; providing on-line non-downloadable infographics and videos in the fields of tax preparation, tax planning and tax filing; providing a website featuring non-downloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies

Providing temporary use of on-line non-downloadable software for tax planning; software as a services (SAAS) services featuring software for tax planning; providing temporary use of online, non-downloadable mobile application software for tax planning; providing temporary use of on-line non-downloadable software that enables users to capture, upload, download, store, organize, view information and data, all in the fields of tax planning, personal accounting, financial management, and generating and submitting applications for financial services; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means; providing temporary use of non-downloadable software for use in connecting consumers with third-party financial services; providing temporary use of non-downloadable software for use in providing automated personal financial management services; providing temporary use of non-downloadable software for use in asset allocation and sector analysis; providing temporary use of non-downloadable software for consumers to create a unified financial profile for themselves, their businesses and their families; providing temporary use of non-downloadable software for use by consumers aggregate, access, view and manipulate financial records from multiple accounts in a single location; platform as a service (PAAS) featuring computer software platforms for use by consumers to aggregate, access, view, manipulate and share financial records from multiple accounts in a single location; fraud protection services, namely, computer security services in the nature of threat analysis for protecting data; identity protection and restoration services, namely, electronic monitoring of personally identification information to detect identity theft via the Internet