YOUR BUSINESS MATTERS

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Goods & Services

Providing a web-based online portal featuring online marketing guides, referral marketing guides, strategic marketing alliance guides, human resources guides, small business operations guides, and a business growth blog, all exclusively marketed to and for use by licensed tax professionals, insurance professionals, financial planners, and real estate professionals; drafting and preparing advertising copywriting, graphic design, and website design exclusively for licensed tax professionals, insurance professionals, financial planners, and real estate professionals

Providing a secured-access, members only website exclusively for use by licensed tax professionals, insurance professionals, financial planners, and real estate professionals featuring online software tools that give members the ability to create forms, spreadsheets, analyses and reports in the fields of financial planning, insurance, and asset/debt management and which assist the members in the development, management, and growth of their tax, insurance, financial and real estate services businesses; providing a web-based online portal featuring temporary use of non-downloadable software exclusively for use by licensed tax professionals, insurance professionals, financial planners, and real estate professionals for use in developing, managing, and growing their tax, insurance, financial and real estate services businesses; providing a web-based online portal featuring non-downloadable software featuring templates for preparing marketing letters, letter writing templates for employee management, and legal document templates, all exclusively marketed to and for use by licensed tax professionals, insurance professionals, financial planners, and real estate professionals; non-downloadable software for business form preparation, non-downloadable software for tax practice analysis, non-downloadable software for client relationship management, non-downloadable software featuring letter writing templates for tax business operations, and non-downloadable appointment calendar software, all exclusively marketed to and for use by licensed tax professionals, insurance professionals, financial planners, and real estate professionals; providing a website featuring temporary use of non-downloadable tax planning software, insurance analysis software, home financing analysis software, personal financial analysis software, small business analysis software, estate planning analysis software, bulk e-mail marketing software, personal balance sheet calculator software, education funding analysis software, retirement funding analysis software, and personal credit analysis tools, all exclusively marketed to and for use by licensed tax professionals, insurance professionals, financial planners, and real estate professionals