Financial records management; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax consulting services; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation; Philanthropy consultation relating to taxation planning

Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice relating to tax; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial data analysis; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial loan consultation; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, tax planning, insurance, retirement planning, financial planning, tax planning, accounting, bookkeeping; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial services, namely, debt settlement; Financial services, namely, estate settlement services; Financial services, namely, mortgage planning; Financial trust planning; Financial valuations; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a web site; Providing investors with financial information; Providing on-line financial calculators; Strategic financial advisory services; Strategic corporate financial advisory services