tax return and tax extension preparation services; tax and taxation planning, advice, information, and consulting services; bill and subscription management and termination services; beneficial ownership interest report preparation and filing services

online, non-downloadable tax return and tax extension preparation and filing software; online, non-downloadable computer software for producing financial models; online, non-downloadable computer software for budget analyses; online, non-downloadable computer software for tax and finance calculations; online, non-downloadable computer software for bill and subscription management and termination; online, non-downloadable computer software for beneficial ownership interest report preparation and filing

educational services, namely, conducting classes, webinars, and seminars in the field of tax return and tax extension preparation and financial literacy and distribution of training materials in connection therewith