Computer software for use in tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; magnetically encoded debit cards, pre-paid debit cards, pre-paid tax refund debit cards, stored-value cards, and reloadable debit cards

Consultation, advisory, analysis, and assistance services with regard to accounting and taxes; consultation and advisory services in the fields of accounting and taxes, including tax calculation, tax planning, tax return preparation, tax refund, tax management, preparation of tax forms, and tax return filing; providing tax and tax preparation management information and consultation; providing information concerning accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds, tax management, preparation of tax forms, and tax returns filing; providing tax analysis and calculation in the nature of accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and opinions to consumers in the fields of tax return preparation and tax planning; providing tax calculation, planning, preparation, and filing services; electronic tax filing 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; consultation, advisory, analysis, and assistance services with regard to organizing, tracking and reporting tax deductible expenses; marketing services for financial institutions; marketing services that enable financial institutions to market tax preparation software and services to consumers; marketing services that enable financial institutions to market the integration of tax preparation software and services with consumers' online banking services and bank accounts

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; on-line banking services; on-line banking services enabling users to directly deposit tax refunds into accounts at financial institutions; debit card, pre-paid card, stored-value card, and reloadable card services; debit account and refund account services featuring a computer readable card; issuing debit cards, pre-paid cards, stored-value cards, and reloadable cards; transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds; transaction processing services related to deposits of tax refunds; online financial account management services for consumers accessed by consumers via secure internet banking platforms; online debit, pre-paid, stored-value and reloadable card balance and account tracking services accessed via secure internet banking platforms

Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a services (SAAS) services featuring software for preparing and filing of tax returns; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online, non-downloadable mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of non-downloadable software for online banking; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; maintenance of on-line databases for others, consisting of database integration services and data integration services for financial institutions to integrate tax related data with online banking data; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means