Banking services; on-line interactive banking services; credit card services; debit card services; financial services, namely, financial planning and investment advisory services, wealth management services, namely, financial investment counselling, financial consulting services, namely financial management, investment banking services; securities brokerage services; trust company services; insurance services; the provision of human resources programs and employee education programs, namely, employee recruitment, development and educational services, namely conducting courses of instruction in the area of banking, financial planning, credit counselling, mortgage information, house purchasing; charitable fundraising and collection of donations for charitable purposes; financial sponsorship of sports, cultural, health-related and educational events.

Computer software for use in uploading, importing, storing, accessing, and using tax related documents, electronic files, and photographs; computer software for use in converting scanned images of handwritten, typewritten or printed text into electronic text; computer software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically entering such information and data into tax forms; computer software for use in searching for and obtaining government benefits; 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 application software that allows transmission of graphics and tax, financial and business data to mobile phones; computer application software for mobile phones for use in uploading, importing, storing, accessing, and using tax related documents, electronic files, and photographs; computer application software for mobile phones for use in converting scanned images of handwritten, typewritten or printed text into electronic text; computer application software for mobile phones for use in electronically searching, reading, and pulling information and data from electronic documents and automatically entering such information and data into tax forms; computer software for use in searching for and obtaining unclaimed funds; computer software for use in tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and 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; magnetically encoded debit cards, pre-paid debit cards, pre-paid tax refund debit cards, stored-value cards, and reloadable debit cards.

Advertising the wares and services of others through all communication means; business management; business administration; consultation, advisory, analysis, and technical assistance services in the fields of accounting and taxes; consultation and advisory services in the fields of accounting and taxes, namely 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 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 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 technical assistance services namely aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; consultation, advisory, analysis, and technical assistance services namely organizing, tracking and reporting tax deductible expenses; marketing services provided to financial institutions by administering promotional contests and promotional sweepstakes and distributing related print material, by designing online banner advertisements, advertisement prompts and advertisement emails, by assessing and evaluating performance, by developing marketing strategies and marketing concepts, by evaluating markets for existing wares and services, by designing and administering growth and customer retention programs, by designing and administering marketing case studies, by designing and administering advertising campaigns, and by designing and providing marketing training programs; marketing services provided to financial institutions to assist them with marketing tax preparation software and services to consumers; marketing services provided to financial institutions to assist them with marketing the integration of tax preparation software and services with consumers' online financial transactions and consumers' accounts with financial institutions; on-line financial services, namely electronic bill payment, electronic bill presentment, direct debit transfers, funds transfers, wire transfers, making deposits, making remote deposits, tax payment processing, account reconciliation, online check fraud detection and determent, making stop payments, cash and cash flow management, cash forecasting, balance reporting, providing online financial statements, book transfers, check imaging and check reordering; consultation, advisory, analysis, and technical assistance services in the field of tax payment management; providing analysis and calculation of tax payments; provision of information concerning tax payment management; on-line financial transaction services; on-line financial transaction services enabling users to directly deposit tax refunds into accounts at financial institutions; debit card, pre-paid card, stored-value card, and reloadable card services; financial transaction account services, namely providing a computer readable card for consumers' to debit and refund their accounts at financial institutions; issuing debit cards, pre-paid cards, stored-value cards, and reloadable cards; 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 financial account management services for consumers accessed by consumers via secure internet banking platforms; online debit, pre-paid, stored-value and reloadable card balance and account tracking services accessed via secure internet banking platforms; providing temporary use of non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing temporary use of non-downloadable software for use in uploading, importing, storing, accessing, and using tax related documents, electronic files, and photographs; providing temporary use of non-downloadable software for use in converting scanned images of handwritten, typewritten or printed text into electronic text; providing temporary use of non-downloadable software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically entering such information and data into tax forms; providing temporary use of non-downloadable software for use in searching for and obtaining government benefits; 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 preparing and filing of tax returns; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable computer 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 online banking; 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; maintenance of on-line databases for others, consisting of database integration services and data integration services for financial institutions to integrate tax related data with online banking data; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and through other electronic means namely online chat rooms and an online web-based interface namely, social media websites.