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Tax planning, reporting and consultation services; trust, estate and investment custody, administration, record keeping and reporting services, namely, preparing tax letters, statements, summaries and reports, and shareholder record keeping services; corporate financial action reporting and management, tracking and reporting financial account, asset and financial transaction information, preparing financial account statements and summaries for businesses; providing information in the field of taxes via various means, which may include but are not limited to, the internet, global networks, telephone, and facsimile