Tax advisory services; Tax consulting services; Tax preparation services provided via the internet

Financial planning; Financial planning consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage services; Insurance consultancy; Insurance information; Consulting and information concerning insurance; Financial services, namely, wealth management services

Software as a service (SAAS) services featuring software for tax management; Software as a service (SAAS) services featuring software for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software for interacting with complex products to reduce paperwork burdens; Software as a service (SAAS) services featuring software for analyzing and reporting data; Software as a service (SAAS) services featuring software for automating tax preparation tasks; Software as a service (SAAS) services featuring software for use in the field of wealth management; Software as a service (SAAS) services featuring software for use in the field of charitable giving, financial planning, and asset distribution; Software as a service (SAAS) services featuring software for interacting with wealth management service providers; Software as a service (SAAS) services featuring software for use in the field of family offices services; Software as a service (SAAS) services featuring software for interacting with family office service providers; Software as a service (SAAS) services featuring software for use in the field of private banking services; Software as a service (SAAS) services featuring software for interacting with private banking service providers; Software as a service (SAAS) services featuring software for use in the field of medical services; Software as a service (SAAS) services featuring software for interacting with medical service providers; Software as a service (SAAS) services featuring software for use in the field of legal services; Software as a service (SAAS) services featuring software for interacting with legal service providers; Software as a service (SAAS) services featuring software for know-your-customer compliance analysis; Software as a service (SAAS) services featuring software for risk and compliance analysis, management and monitoring, in the fields of KYC (Know Your Customer), and AML (Anti Money Laundering); Software as a service (SAAS) services featuring software using artificial intelligence for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with complex products to reduce paperwork burdens; Software as a service (SAAS) services featuring software using artificial intelligence for analyzing and reporting data; Software as a service (SAAS) services featuring software using artificial intelligence for automating tax preparation tasks; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of wealth management; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of charitable giving, financial planning, and asset distribution; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with wealth management service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of family offices services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with family office service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of private banking services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with private banking service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of medical services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with medical service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of legal services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with legal service providers; Software as a service (SAAS) services featuring software using artificial intelligence for know-your-customer compliance analysis; Software as a service (SAAS) services featuring software using artificial intelligence for risk and compliance analysis, management and monitoring, in the fields of KYC (Know Your Customer), and AML (Anti Money Laundering)

Legal services; Legal advisory services; Legal consultation services; Legal information services