HELPING OUR CLIENTS ACHIEVE FINANCIAL SUCCESS THROUGH SOUND ADVICE

Owners

Goods & Services

Account auditing; Accountancy services; Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting; Business auditing; Business information and accounting advisory services; Consulting and information concerning accounting; Consulting services, namely, expert analysis and management consulting in economics and accounting; Cost accounting; Forensic accounting services; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax filing services

Charitable fundraising services for sending underprivileged children to one of several camps around the United States which accept these children at discounted rates for one or more weeks; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial consultation; Financial consultation in the field of elder care; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, personalized strategy for achieving financial independence for the elderly; Financial trust planning; Investment consultancy; Investment consultation; Investment management; On-line cash account services; On-line financial planning services; Online, real-time tax payment processing, tax payment management, and tax payment analysis services; Payroll tax debiting services; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Tax payment processing services

Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advertising, forensic accounting, business valuation, family office services, and elder care planning and distribution of printed materials in connection therewith in hard copy or electronic format on the same topics; Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advising, forensic accounting, business valuation, family office services and elder care planning and distribution of course material in connection therewith; Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advertising, forensic accounting, business valuation, family office services, and elder care planning and distribution of training material in connection therewith