Consultation, advisory, analysis, and assistance services with regard to accounting and taxes; Tax calculation, tax planning, tax return preparation, tax refund, tax management, preparation of tax forms, and tax return filing; 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; Providing information concerning accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds, tax management, preparation of tax forms, and tax return filing; Providing recommendations on choosing financial services

Providing online non-downloadable software for use in tax planning, tax calculation, tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing online non-downloadable software for analyzing and processing user tax data using algorithms, OCR (optical character recognition), and machine learning; providing online non-downloadable software for compiling user data to create pre-filled forms for accounting, tax planning, and estate planning purposes; providing online non-downloadable software for assisting users with aggregating wage, interest, dividend, and other income and expense information for tax related purposes; providing online non-downloadable software featuring pattern recognition, collections of algorithms, and machine learning to user-provided data, in the fields of tax and legal analysis; providing online non-downloadable software for publishing and accessing a library of electronic publications and videos relating to tax law, tax-related regulations, tax preparation, and information on tax-related professionals, judges, and authorities; providing online non-downloadable software for providing a graphical interface display that curates user-specific electronic publications and informational videos in the field of tax