The group's principal activities are providing income tax preparations and financial planning services to individuals and businesses. The group attracts business through direct mail advertising, promotions and seminars. A large majority of the company's clients are first introduced to the group's products by direct mail advertising. The group provides federal, state and local tax preparation services to individuals predominantly in the middle and upper income group through 43 offices operating in 5 states across the United States. The group in addition, provides financial planning services like securities brokerage services and insurance agency services.
