LACROSS FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT

accounting services, namely, tax filing services, tax advisory services, personal accounting services, tax and taxation planning, advice, information and consultancy services, and tax preparation services provided via telephone, email, Internet, and in-person; estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

financial services, namely, estate trust management, financial planning services, and wealth management services