Filed July 23, 2021

Serial No. 90845554

Registered Aug. 18, 2026

Registration No. 8,397,477

Class Business management services, namely, developing corporate structure and incorporating entities; Preparing, implementing and monitoring operational budgets in the nature of accounting services; Paying monthly bills in the nature of bill payment services and managing accounts payable in the nature of accounting services; Invoicing and managing accounts receivable in the nature of accounts receivable billing; Bookkeeping and maintaining accounting records; Preparing periodic cash and financial statements; Family office business management; Tax management services, namely, tax planning; Federal, state and local tax preparation; Trust and charitable organization accounting; Reconciling investment statements; Preparing charitable organization and trust and estate tax returns; 100; 101; 102

Case Type Service mark