Financial records management; providing an on-line computer web site that provides financial document indexing for others, account management, and financial reporting; tax preparation, tax calculations, tax consultation, tax advisory services; tax and taxation planning, advice, information, and consultancy services

Financial consultancy; financial management; financial risk management consultation; financial services, namely, wealth management services; providing financial information via a web site; estate planning; investment management

Educational services, namely, conducting in-person classes, seminars, and workshops, as well as online coursework in the field of tax planning, investment planning, financial planning, and estate planning