Accounts receivable billing services; Consulting and information concerning accounting; Tax advisory services; Tax assessment; Tax filing services; Tax preparation; Tax preparation services provided via the telephone, the Internet, and in-person; Tax and taxation planning, advice, information and consultancy services; Income tax preparation

Accounts receivables financing; Assessing insurance claims; Consulting and information concerning insurance; Estate planning; Financial consultation in the field of real estate and land acquisition, insurance, investment of funds, capital investment, business strategies, securities, stocks, and bonds; Financial investment in the field of securities, stocks, and real estate; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, tax savings plans; Financial planning, namely, tax mitigation plans; Financial planning, namely, real estate financial planning services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Insurance brokerage services; Insurance services, namely, underwriting, issuance and administration of life, health, accident, fire, casualty, business, and property insurance; Insurance administration services, namely, assisting others with adjusting insurance claims; Investment of funds for others in the fields of securities, stocks, insurance, and real estate; Real estate appraisal and valuation; Real estate consultation; Real estate investment trust advisory services; Real estate services, namely, tax appraisals; Tax payment processing 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