TRILITH TAX PLANNING

Owners

Goods & Services

Banking and financing services; Banking consultation; Clearing and reconciling financial transactions via a global computer network; Credit and financial consultation; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial consultancy; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means; Financial management; Financial management via the Internet; Financial planning; Financial portfolio management; Financial risk management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic remote check deposit services; Investment banking services; Issuance of bank checks; Mutual fund brokerage; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information in the field of finance; Providing on-line financial calculators

Financial statement preparation and analysis for businesses; Tax and taxation planning, advice, information and consultancy services; Accountancy services; Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data for accounting, banking, financial, insurance, legal, and travel; Business advice and information relating to loans, finance and capital; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Confirming scheduled appointments for others; Confirming scheduled appointments for others in the field of accounting, banking, financial, insurance, legal, and travel; Consulting and information concerning accounting; Financial auditing; Financial records management; Forensic accounting research services; Forensic accounting services; Income tax consultation; Income tax preparation; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Organizational services for business purposes; Philanthropy consultation relating to taxation planning; Preparation of financial statements; Providing a website featuring public policy information in the field of tax reform and tax policy; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing facilities for business meetings; Providing financial indices based on selected groups of securities; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing information, news and commentary in the field of business; Providing statistical information and indexes of mortgages, interests, and prices for others; Tax advisory services; Tax assessment; Tax consultation; Tax filing services; Tax preparation; Tax preparation services provided via telephone, internet, and in-person; Updating and maintaining business contact information via the Internet