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, pre-paid, stored-value and reloadable card balance and account tracking services related thereto accessed via secure internet financial platforms; providing online financial calculators; financial management services via global computer networks; online refinancing of educational student debt and other debt obligations; providing online financial analysis and consultations that enables consumers to optimise interest and fees for financial and card accounts held at financial institutions; providing information to consumers in the fields of personal and small business financial management; connecting consumers to third party offers for financial services in the field of tax and healthcare via an interactive website; providing business information services to consumers and small businesses that enable such consumers and small businesses to optimise interest and fees for financial accounts and credit card accounts; 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; providing aggregated and anonymized financial data in the fields of personal, business and commercial transactions to others for economic and financial trend analysis; providing financial data analysis and financial advice in the fields of tax and personal and commercial transactions; consulting and information services concerning optimizing interest and minimizing fees for financial and card based accounts held at financial institutions.

Providing an online forum for users to post and respond to questions in the fields of tax; exchange of messages consisting of questions and responses to questions via Internet forums; electronic exchange of messages using chatrooms and Internet forums and providing electronic bulletin boards for transmission of messages among computer users; providing on-line chat rooms and electronic bulletin boards for transmission of messages via electronic communications network among users 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 among users in the field of general interest; providing on-line forums in the fields of financial planning software, financial management software, online financial planning services and online financial management services.

Publication of editorial content all in the fields of tax preparation, tax planning and tax filing; providing online articles in the fields of tax preparation, tax planning and tax filing; providing 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 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 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; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate via an interactive website for use in providing assistance with regard to accounting and taxes; providing temporary use of online non-downloadable 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; 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 non-downloadable software that enables communication via an interactive website between tax professionals and customers; providing temporary use of on-line non-downloadable software that enables communication 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; providing temporary use of on-line non-downloadable software for use in troubleshooting problems with tax preparation, 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, 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, finance, healthcare and tax; 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, finance, healthcare and tax; 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 for use in connecting via an interactive website consumers to third-party offers for financial planning and financial management services; providing temporary use of non-downloadable software for use in providing automated personal and small business financial management services; providing temporary use of non-downloadable software for use in asset allocation and sector analysis; providing temporary use of non-downloadable 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, electronic monitoring of credit card activity to detect fraud via the internet, identity theft and fraud protection services, namely, internet surveillance of financial and personal information, theft protection services, namely, fraud prevention in the form of personal information and financial identity monitoring, fraud resolution assistance, namely, providing advice and consultation in the field of identity theft; 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 financial information in the field of medical care subsidies; hosting a website enabling consumers to communicate with third-party financial services providers offering lower interest rates and fees for financial accounts and credit card accounts; hosting 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; 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 featuring non-downloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies; hosting a website through which users contribute and edit digital content, namely documents, information, financial and tax data, images, photographs and electronic messages all in the fields of tax, accounting, and personal and business financial management.