Loan services, namely, providing information related to obtaining loan financing, personal loans, peer-topeer loans, and student loans; Loan services, namely, providing information on qualifying requirements related to obtaining loan financing, personal loans, peer-to-peer loans, and student loans; Online banking services; providing mortgage loans, business loans, automobile loans and personal loans; credit card services; issuing credit cards; credit card transaction processing services; processing electronic payments made through prepaid cards; Estate planning services; financial planning services, retirement planning services; Electronic payment processing services; electronic money transfer services; bill payment services; Credit reporting services, credit monitoring services; credit scoring services; electronic monitoring of credit card activity and credit reports

Providing online non-downloadable computer software for tracking and management of digital currency and virtual currency; Providing online non-downloadable computer software for electronic payments and money transfers; Providing online non-downloadable computer software for investment management and tracking; Providing online non-downloadable computer software for bill payment; Providing online nondownloadable computer software for personal and small business financial management; Providing online non-downloadable computer software for online banking, namely managing online accounts held at financial institutions, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management and accounting; Providing online non-downloadable computer software for creating reports and graphs; Providing online non-downloadable computer software for forecasting and analysis of data; Providing online non-downloadable computer software for data aggregation, namely business and financial data compilation and analysis, via a global computer network; Providing online non-downloadable computer software for providing banking, financial and bill payment alerts, namely for providing alerts for account balance, bill payment tracking and management, expense tracking and management, financial transaction activity, receipt of payments, credit card activity, debit card activity, stored-value card activity and product or service discount and promotion information; Providing online non-downloadable computer software for providing wireless access to data and databases; Providing online non-downloadable computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks

Consultation, advisory, analysis, and assistance services with regard to tax payment management; providing analysis and calculation of tax payments; provision of information concerning tax payment management; on-line financial services enabling users to directly deposit tax refunds into accounts at financial institutions; debit account and refund account services for the payment and deposit of tax refunds; transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds; transaction processing services for deposits of tax refunds; online debit, prepaid, stored-value and reloadable card balance and account tracking services related thereto accessed via secure internet financial platforms; providing online financial calculators; online refinancing of educational student debt and other debt obligations; providing online financial analyses that enable consumers to optimize interest rates and fees for financial accounts and credit card accounts; providing information to consumers in the fields of personal and small business financial management; providing information to consumers and small businesses on optimizing interest and fees for financial and card accounts, namely savings accounts, checking accounts, investment account, debit account, credit card account and escrow account held at financial institutions; financial risk scoring and modeling services; providing financial history, payment history, loan and debt burden information to consumers; providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; financial analysis and financial consultation services in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Providing information to consumers on automated recommendations on choosing third-party financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans in the field of medical care subsidies financial information via a website; consulting and information services concerning optimizing interest and minimizing fees for financial and card based accounts namely savings accounts, checking accounts, investment account, debit account, credit card account and escrow account, held at financial institutions; Providing information in the field of medical care subsidies financial information via a website featuring online links to the websites of others; Providing information featuring non-downloadable videos in the fields of health care subsidies via a website.

Providing an online forum for users to post and respond to questions in the fields of tax; providing online forums, online chat rooms and electronic bulletin boards for transmission of messages among users in the fields finance, accounting, loans, credit reports, tax and healthcare; providing on-line chat rooms and electronic bulletin boards for transmission of messages among users via electronic communications network in the fields of tax and healthcare; providing on-line forums for transmission of messages via electronic communications network among users of mobile phones and mobile communication devices, namely, smartphones, video phones, tablets computers, portable personal computers; providing electronic bulletin boards for transmission of messages via electronic communications network among users in the fields of finance, accounting, loans, credit reports, tax and healthcare; providing on-line forums in the field of financial software and financial online services, namely finance, accounting, loans, credit reports, tax and healthcare; Providing access to a website featuring an online community for registered users to publish and share usergenerated content in the fields of finance, accounting, loans, credit reports, tax and healthcare accessible via mobile phones and mobile communication devices, namely smartphones, video phones, tablets computers, portable personal computers; Providing access to a website through which users contribute and edit digital content in the fields of tax, accounting, and personal and business financial management; Providing access to a website featuring online links to the websites of others in the field of medical care subsidies financial information; Providing access to a website that provides consumers with automated recommendations on choosing third-party financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Providing access to a website featuring nondownloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies; providing access to a website and non-downloadable computer software featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics, in the fields of computer software, business management, financial management, tax and healthcare; providing access to a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users in the fields of computer software, business management, financial management, tax and healthcare; Providing access to a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies; providing access to a website featuring technology that enables users to contribute and edit digital content, namely documents, information, tax information, digital images, photographs and electronic messages all in the field of tax; providing access to a website featuring technology that enables users to determine eligibility for healthcare subsidies; providing access to a website featuring technology that enables users to calculate healthcare subsidies; providing access to a website featuring an online community for registered users to participate in discussions in the fields of tax and healthcare subsidies.

Publication of editorial content all in the fields of tax preparation, tax planning and tax filing; providing online educational articles in the fields of tax preparation, tax planning and tax filing; providing educational infographics and online videos in the fields of tax preparation, tax planning and tax filing; Publication of editorial content all in the fields of health care subsidies; Providing news in the fields of tax return preparation and tax planning.

Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a service (SAAS) services featuring software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online, non-downloadable mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing temporary use of online non-downloadable software for determining eligibility for healthcare subsidies and for calculating healthcare subsidies; providing temporary use of on-line non-downloadable software that enables multiple users to screen share and communicate by chat, telephone, instant messaging, video chat, video conference and email via an interactive website for use in providing remote technical support of software and remote technical support in the fields of tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services, namely for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate by chat, telephone, instant messaging, video chat, video conference and email via an interactive website for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line nondownloadable software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, tax information, digital images, photographs, and electronic messages, all in the fields of tax planning, tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services, namely for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line nondownloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between tax professionals and customers; providing temporary use of on-line non-downloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between technical support representatives and customers; providing temporary use of on-line non-downloadable software for use in providing technical support of software; providing temporary use of on-line non-downloadable software for use in troubleshooting problems with computer software and online computer services, namely nondownloadable software for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing, via telephone, online chat, e-mail, video and other means, namely social media and instant messaging; hosting a website and non-downloadable computer software featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics, in the fields of computer software, business management, financial management, tax and healthcare; hosting a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users in the fields of computer software, business management, financial management, tax and healthcare; hosting a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies; hosting a website featuring technology that enables users to contribute and edit digital content, namely documents, information, tax information, digital images, photographs and electronic messages all in the field of tax; hosting a website featuring technology that enables users to determine eligibility for healthcare subsidies; hosting a website featuring technology that enables users to calculate healthcare subsidies; hosting a website featuring an online community for registered users to participate in discussions in the fields of tax and healthcare subsidies; technical support services, namely, troubleshooting problems with computer software and online computer services, namely non-downloadable software for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing, via telephone, e-mail and other means, namely online chat, social media and instant messaging; providing temporary use of non-downloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between consumers and thirdparty financial services providers; providing temporary use of non-downloadable software for use in providing automated personal and small business financial management services; providing temporary use of nondownloadable software for use in asset allocation and sector analysis; providing temporary use of nondownloadable software for consumers to create a unified financial profile for themselves, their businesses and their families; providing temporary use of non-downloadable software for use by consumers and small businesses to aggregate, access, view and manipulate financial records from multiple accounts in a single location; platform as a service (PAAS) featuring computer software platforms for use by consumers and small businesses to aggregate, access, view, manipulate and share financial records from multiple accounts in a single location; fraud protection services, namely, computer security services in the nature of threat analysis for protecting personal and financial information; identity protection and restoration services, namely, electronic monitoring of personal identification information to detect identity theft via the Internet; Hosting a website featuring online links to the websites of others in the field of medical care subsidies financial information; Hosting a website that provides consumers with automated recommendations on choosing thirdparty financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Hosting a website featuring an online community for registered users to publish and share user-generated content in the fields of finance, accounting, loans, credit reports, tax and healthcare accessible via mobile phones and mobile communication devices, namely smartphones, video phones, tablets computers, portable personal computers; Hosting a website through which users contribute and edit digital content in the fields of tax, accounting, and personal and business financial management; Hosting a website featuring non-downloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies.

Consultation, advisory, analysis, and assistance services with regard to tax payment management; providing analysis and calculation of tax payments; provision of information concerning tax payment management; on-line financial services enabling users to directly deposit tax refunds into accounts at financial institutions; debit account and refund account services for the payment and deposit of tax refunds; transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds; transaction processing services for deposits of tax refunds; online debit, prepaid, stored-value and reloadable card balance and account tracking services related thereto accessed via secure internet financial platforms; providing online financial calculators; online refinancing of educational student debt and other debt obligations; providing online financial analyses that enable consumers to optimize interest rates and fees for financial accounts and credit card accounts; providing information to consumers in the fields of personal and small business financial management; providing information to consumers and small businesses on optimizing interest and fees for financial and card accounts, namely savings accounts, checking accounts, investment account, debit account, credit card account and escrow account held at financial institutions; financial risk scoring and modeling services; providing financial history, payment history, loan and debt burden information to consumers; providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; financial analysis and financial consultation services in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Providing information to consumers on automated recommendations on choosing third-party financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans in the field of medical care subsidies financial information via a website; consulting and information services concerning optimizing interest and minimizing fees for financial and card based accounts namely savings accounts, checking accounts, investment account, debit account, credit card account and escrow account, held at financial institutions; Providing information in the field of medical care subsidies financial information via a website featuring online links to the websites of others; Providing information featuring non-downloadable videos in the fields of health care subsidies via a website.

Providing an online forum for users to post and respond to questions in the fields of tax; providing online forums, online chat rooms and electronic bulletin boards for transmission of messages among users in the fields finance, accounting, loans, credit reports, tax and healthcare; providing on-line chat rooms and electronic bulletin boards for transmission of messages among users via electronic communications network in the fields of tax and healthcare; providing on-line forums for transmission of messages via electronic communications network among users of mobile phones and mobile communication devices, namely, smartphones, video phones, tablets computers, portable personal computers; providing electronic bulletin boards for transmission of messages via electronic communications network among users in the fields of finance, accounting, loans, credit reports, tax and healthcare; providing on-line forums in the field of financial software and financial online services, namely finance, accounting, loans, credit reports, tax and healthcare; Providing access to a website featuring an online community for registered users to publish and share usergenerated content in the fields of finance, accounting, loans, credit reports, tax and healthcare accessible via mobile phones and mobile communication devices, namely smartphones, video phones, tablets computers, portable personal computers; Providing access to a website through which users contribute and edit digital content in the fields of tax, accounting, and personal and business financial management; Providing access to a website featuring online links to the websites of others in the field of medical care subsidies financial information; Providing access to a website that provides consumers with automated recommendations on choosing third-party financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Providing access to a website featuring nondownloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies; providing access to a website and non-downloadable computer software featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics, in the fields of computer software, business management, financial management, tax and healthcare; providing access to a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users in the fields of computer software, business management, financial management, tax and healthcare; Providing access to a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies; providing access to a website featuring technology that enables users to contribute and edit digital content, namely documents, information, tax information, digitial images, photographs and electronic messages all in the field of tax; providing access to a website featuring technology that enables users to determine eligibility for healthcare subsidies; providing access to a website featuring technology that enables users to calculate healthcare subsidies; providing access to a website featuring an online community for registered users to participate in discussions in the fields of tax and healthcare subsidies.

Publication of editorial content all in the fields of tax preparation, tax planning and tax filing; providing online educational articles in the fields of tax preparation, tax planning and tax filing; providing educational infographics and online videos in the fields of tax preparation, tax planning and tax filing; Publication of editorial content all in the fields of health care subsidies; providing news in the fields of tax return preparation and tax planning.

Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a service (SAAS) services featuring software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online, non-downloadable mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing temporary use of online non-downloadable software for determining eligibility for healthcare subsidies and for calculating healthcare subsidies; providing temporary use of on-line non-downloadable software that enables multiple users to screen share and communicate by chat, telephone, instant messaging, video chat, video conference and email via an interactive website for use in providing remote technical support of software and remote technical support in the fields of tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services, namely for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate by chat, telephone, instant messaging, video chat, video conference and email via an interactive website for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line nondownloadable software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, tax information, digital images, photographs, and electronic messages, all in the fields of tax planning, tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services, namely for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line nondownloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between tax professionals and customers; providing temporary use of on-line non-downloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between technical support representatives and customers; providing temporary use of on-line non-downloadable software for use in providing technical support of software; providing temporary use of on-line non-downloadable software for use in troubleshooting problems with computer software and online computer services, namely nondownloadable software for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing, via telephone, online chat, e-mail, video and other means, namely social media and instant messaging; hosting a website and non-downloadable computer software featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics, in the fields of computer software, business management, financial management, tax and healthcare; hosting a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users in the fields of computer software, business management, financial management, tax and healthcare; hosting a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies; hosting a website featuring technology that enables users to contribute and edit digital content, namely documents, information, tax information, digital images, photographs and electronic messages all in the field of tax; hosting a website featuring technology that enables users to determine eligibility for healthcare subsidies; hosting a website featuring technology that enables users to calculate healthcare subsidies; hosting a website featuring an online community for registered users to participate in discussions in the fields of tax and healthcare subsidies; technical support services, namely, troubleshooting problems with computer software and online computer services, namely non-downloadable software for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing, via telephone, e-mail and other means, namely online chat, social media and instant messaging; providing temporary use of non-downloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between consumers and thirdparty financial services providers; providing temporary use of non-downloadable software for use in providing automated personal and small business financial management services; providing temporary use of nondownloadable software for use in asset allocation and sector analysis; providing temporary use of nondownloadable software for consumers to create a unified financial profile for themselves, their businesses and their families; providing temporary use of non-downloadable software for use by consumers and small businesses to aggregate, access, view and manipulate financial records from multiple accounts in a single location; platform as a service (PAAS) featuring computer software platforms for use by consumers and small businesses to aggregate, access, view, manipulate and share financial records from multiple accounts in a single location; fraud protection services, namely, computer security services in the nature of threat analysis for protecting personal and financial information; identity protection and restoration services, namely, electronic monitoring of personal identification information to detect identity theft via the Internet; Hosting a website featuring online links to the websites of others in the field of medical care subsidies financial information; Hosting a website that provides consumers with automated recommendations on choosing thirdparty financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Hosting a website featuring an online community for registered users to publish and share user-generated content in the fields of finance, accounting, loans, credit reports, tax and healthcare accessible via mobile phones and mobile communication devices, namely smartphones, video phones, tablets computers, portable personal computers; Hosting a website through which users contribute and edit digital content in the fields of tax, accounting, and personal and business financial management; Hosting a website featuring non-downloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies.