Optima Tax Relief, LLC v. Optimum Wealth Management, Inc. et al, cacdc:8:2018cv00806

Legal services, namely, tax liability negotiation and settlement; Representation of clients in tax matters before tax authorities;

Income tax consultation; income tax preparation; tax preparation; tax advisory services; tax and taxation planning, advice, information and consultancy services; tax assessment; tax consultation; tax filing services; tax lien management services; representation of clients in tax matters before tax authorities; providing consumer information in the field of tax relief programs; tax negotiation and resolution;

Providing tax planning and consulting information in the field of social media; Providing an internet website portal offering information in the fields of tax planning, preparation, and compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, identity theft, and tax dispute resolution services; Promoting public awareness of identity theft signs and prevention; Business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to accountants and tax preparers; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Providing tax preparation referrals; Fraud and identity theft protection services, namely, monitoring consumer credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud, and providing an alert as to any changes therein for business purposes; Providing an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others;

Identity theft insurance consultation services; Design and development of identity theft insurance policies for others; Providing information in the field of identity theft insurance; Providing a website with client portal featuring information in the field of identity theft insurance; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing services;

Providing an internet website portal featuring technology enabling users to perform tax return preparation; Providing an interactive website featuring a portal featuring technology for users to review and exchange business and payment information; Fraud and identity theft protection services, namely, electronic monitoring of credit reports, the internet, and public records to facilitate the detection and prevention of identity theft and fraud via the internet;

Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Fraud and identity theft protection services, namely, forensic analysis of credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud;

Downloadable computer software and mobile software application featuring interactive client portal for communicating with clients and exchanging forms, agreements and teaching materials in the field of tax preparation, planning, and compliance; downloadable computer software and mobile application software for use in customer relationship management (CRM);

Providing online newsletters in the field of tax planning, preparation, and compliance;

Tax and taxation planning, advice, information and consultancy services;