Account auditing; Accountancy; Accountancy services; Accounting advisory services; Accounting consultation; Accounting services; Accounting services for mergers and acquisitions; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax filing services; Tax lien management services; Tax preparation; Tax preparation services provided via internet; Tax preparation services provided via telephony; Tax preparation services provided via video conference; Business information and accounting advisory services; Consulting and information concerning accounting; Cost accounting; Forensic accounting research services; Forensic accounting services; Income tax consultation; Income tax preparation; Management of tax files; Providing online business management services including accounting, marketing, business project management, and business development

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs