FD

Owners

Goods & Services

Technology consulting in the fields of technology optimization and cybersecurity

Tax payment processing services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial consulting and advising in the field of mergers and acquisitions; Estate trust management; Estate planning; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Tax advisory services; Tax filing services; Business auditing; Account auditing; Economic forecasting and analysis; Business appraisals and evaluations in business matters; Financial record keeping for regulatory compliance purposes; Accounting services for mergers and acquisitions; Acquisition and merger consultation; Business records management services relating to business entity formation and associated state reporting requirements