FOR LIFE OUTSIDE THE BOX

Owners

Goods & Services

Educational services, namely, conducting classes and courses in the field of preparation of tax returns

Providing temporary use of online, non-downloadable software for tax return preparation, tax planning, tax calculation, and tax return filing; Software as a service (SaaS) services featuring software in the fields of tax preparation for tax return preparation, tax planning, tax calculation, and tax return filing.

Financial services, namely issuing credit cards, debit cards, prepaid debit cards and gift cards; savings account services; checking account services; checking account services featuring overdraft protection; checking account and savings account services featuring automated and goal-based savings; credit and loan services, namely, loan financing, financial loan consultation; financing of loans, namely, extensions of credit; providing personal loans and lines of credit; charitable fundraising services, namely providing financial support and sponsorship of charities, non-profits and community development projects in underserved neighborhoods

Downloadable computer software for tax return preparation, tax planning, tax calculation, and tax return filing; downloadable computer software for use in tracking and valuing charitable donations for the purpose of claiming tax deductions

tax return preparation for others; tax planning services; business management and consulting services; accounting services; bookkeeping; budgeting services, namely, business assistance, advisory services and consultancy in the field of budgeting; bill paying services, namely, business advisory services in the field of bill paying; payroll services for others, namely, payroll preparation and payroll processing services