Tax management services; accounting services; business advisory services; audit services in the nature of individual account and business auditing and review; compilation of statistics; estate and trust tax preparation; forensic accounting services; bookkeeping and write-up services, namely, financial record-keeping for insurance risk management, regulatory compliance purposes; business management services for selecting entity designations and business restructuring; accounting consultation in maintaining accounts prepared using accounting software; payroll preparation; administration of employee benefit plans concerning insurance and finance; cash flow analysis services, namely, providing cash to mortgage holders or other notes at a discounted rate in return for ownership of the mortgage or note; business merger consultation services; debt collection advisory services; and international tax preparation and advisory services

Investment advisory services; estate and financial trust planning; financial and financial retirement planning; financial restructuring services; payroll tax debiting services; providing information in the field of employee financial benefit plans; financial management of employee pension plans; financial advice, namely, budget planning; financial projecting and forecasting services; business valuation services; Financial consulting and advising in the field of mergers and acquisitions; financial advising; and debt settlement advisory services

Litigation support services; IRS representation, namely, representation of clients in tax matters before the Internal Revenue Service and expert witness services in legal matters in the fields of tax and accounting