Accountancy services; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; Business auditing; Accounting Services; Accounting consultation; Administrative accounting; Business information and accounting advisory services; Computerized accounting services; Consulting and information concerning accounting; Consulting services, namely, expert analysis and management consulting in economics and accounting; Cost accounting; Tax assessment; Tax consultation; Tax filing services; Tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Income tax consultation; Income tax preparation; Management of tax files

Fiduciary tax payment processing services; Online, real-time tax payment processing, tax payment management, and tax payment analysis services; Payroll tax debiting services; Tax payment processing services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consulting and advising in the field of mergers and acquisitions; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial investment analysis and stock research; Financial loan consultation; Financial investment in the field of securities, stocks, bonds, commodities, real estate, art, precious metals, coins and other collectables; Financial planning; Financial management; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment consultation; Investment management; Investment advisory services; Information, advisory, consultancy and research services relating to finance and investments; Fund investment consultation; Investment of funds for others; Providing information and research in the field of finance and financial investments; Annuity services, namely, account and investment administration; Brokerage services for capital investments; Capital investment consulting; Capital investment services; Equity capital investment; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Mutual funds and capital investment; Real estate investment services; Global investment research services