STOA

Owner

Goods & Services

Tax preparation; Income tax preparation; Tax consultation; Income tax consultation; Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Philanthropy consultation relating to taxation planning; Tax planning; Family office services in the nature of tax planning; Bookkeeping; Accounting services; Payroll preparation; Tax advisory services

Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning and tax calculations for use by accountants and financial advisors; Providing temporary use of online non-downloadable computer software for financial planning calculations; Providing temporary use of online non-downloadable computer software for estimating income taxes; Providing temporary use of online non-downloadable computer software for providing general information in the field of personal finance and taxes using artificial intelligence

Investment advisory services; Family office investment advisory services; Financial planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Providing information in the field of financial planning; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial retirement plan consulting services; Financial asset management; Investment advice; Advice relating to investments; Financial advisory services; Financial portfolio analysis services; Strategic financial advisory services; Providing financial advisory services; Financial research and information services; Financial information and advisory services; Financial advice and consultancy services; Financial advice relating to income tax