35 Tax planning, namely, tax consultation, managing tax preparation and filing by others, management of tax files, tax advisory services, tax and taxation planning, advice, information, and consultancy services, tax assessment; Risk management services, namely, providing second opinion analysis of broker recommendations, existing financial plans, and financial products; Providing stock/securities market information, namely, providing information pertaining to investors who qualify to purchase certain types of securities; Providing on-line stored value accounts in an electronic environment and investment fund transfer and transaction services, namely, providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Assisting others with the completion of financial transactions, namely, managing and coordinating professionals, including CFPs, CPAs, estate and tax attorneys, money managers, and tax preparers
Trademark: 77182024
