U.S. federal trademark · Serial No. 99121197 · Reg. No. 8054129
Accounting services; Consulting services, namely, expert analysis and management consulting in economics and accounting; Bookkeeping; Tax consultation; Tax assessment; Tax preparation; Philanthropy consultation relating to taxation planning; Management of tax files; Financial record-keeping for insurance risk management; Tracking and monitoring insurance compliance for business purposes; Insurance claims auditing services; Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Promotion of financial and insurance services, on behalf of third parties; Business advice and information relating to loans, finance and capital; Matching borrowers with potential lenders in the field of consumer and mortgage lending; Mortgage fulfillment services in the nature of auditing real estate transactions after closings
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