The group's principle activity is to provide accounting and consulting services. The group’s services include retirement and estate planning; business consulting; mergers and acquisition reviews; advice on selecting computer systems; and financial services. The group’s specific customers include American Institute of Certified Public Accountants, CNNMoney.com, U.S. Securities and Exchange Commission (SEC),Office of Management and Budget , Federal Trade Commission , Internal Revenue Service , and California Franchise Tax Board. The group operates from United States.