Consultation, advisory, analysis, and assistance services with regard to personal and small business accounting and taxes; consultation and advisory services in the fields of personal and small business accounting and taxes, including tax calculation, tax planning, tax return preparation, tax refund, tax management, preparation of tax forms, and tax return filing; providing tax and tax preparation management information and consultation; providing information concerning personal and small business accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds, tax management, preparation of tax forms, and tax returns filing; providing tax analysis and calculation in the nature of personal and small business accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and opinions to consumers in the fields of tax return preparation and tax planning; providing tax calculation, planning, preparation, and filing services; electronic tax filing services; consultation, advisory, analysis, and assistance services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; consultation, advisory, analysis, and assistance services with regard to organizing, tracking and reporting tax deductible expenses

Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a services (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 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 for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line non-downloadable software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, 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 between tax professionals and customers; providing temporary use of on-line non-downloadable software that enables communication 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 services via telephone, online chat, e-mail, video and other means; providing 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; providing a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users; providing a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies; providing a website featuring technology that enables users to contribute and edit digital content in the field of tax; providing a website featuring technology that enables users to determine eligibility for healthcare subsidies; providing a website featuring technology that enables users to calculate healthcare subsidies; creating and hosting an online community featuring shared communications in the fields of tax and healthcare subsidies; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means; providing temporary use of non-downloadable software for use in connecting consumers with third-party financial 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; identity protection and restoration services.

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 banking 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 related to deposits of tax refunds; online debit, pre-paid, stored-value and reloadable card balance and account tracking services accessed via secure internet banking platforms; providing online financial calculators; providing a website featuring online links to the websites of others in the field of financial information relating to medical care subsidies; financial management services via global computer networks; online refinancing of educational student debt and other debt obligations; connecting consumers to offers that provide lower interest rates and fees; providing online services to optimize interest and fees for financial and card accounts; providing information to consumers in the fields of personal and small business financial management; connecting consumers to offers for financial services; providing information to consumers and small businesses on optimizing interest and fees for financial and 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 to others for economic and financial trend analysis; providing financial data analysis and financial advice; providing automated recommendations on choosing financial services; providing information on optimizing interest and minimizing fees for financial and card based accounts.

Computer software for tax planning, tax calculation, and tax return preparation and filing; computer software for processing tax payments; computer software for organizing, tracking and reporting tax deductible expenses; computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; computer software for customers to directly deposit tax refunds into accounts at financial institutions; computer software to pre-populate tax forms with tax data from online banking accounts; computer software that enables multiple users to screen share and communicate for use in providing remote technical support of software and remote technical support of online services; computer software that enables multiple users to screen share and communicate for use in providing assistance with regard to accounting and taxes; computer software for use in providing assistance with regard to accounting and taxes; computer software that enables communication between tax professionals and customers; computer software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, 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; computer software that enables communication between technical support representatives and customers; computer software for use in providing 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; computer software for use in troubleshooting problems with tax preparation, computer software and online services via telephone, online chat, e-mail, video and other means; mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, personal and small business accounting, financial management, generating and submitting applications for financial services and for organizing, tracking and reporting tax-deductible, personal and small business expenses; computer software that enables users to photograph and upload documents; computer software for use in connecting consumers with third-party financial services; computer software for use in providing automated personal and small business financial management services; computer software for use in asset allocation and sector analysis; computer software for consumers to create a unified financial profile for themselves, their businesses and their families; computer software for use by consumers and small businesses to aggregate, access, view, manipulate and share financial records from multiple accounts in a single location.