EXPLAINWHY

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 18 Oct 2023)

What this means for you

Registered since 18 Oct 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal was due 18 Oct 2026; it can still be filed, with a surcharge, until 18 Apr 2027).

Record

Serial number
86971875
Registration number
5064333
Mark type
Word mark
Filed
11 Apr 2016
Published for opposition
02 Aug 2016
Registered
18 Oct 2016
Next maintenance filing
§8 & §9 renewal, due by 18 Oct 2026 (grace period to 18 Apr 2027)
Attorney of record
Kelu Sullivan

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software for tax planning, tax calculation, and tax return preparation and filing; computer software for processing tax payments; computer software for organizing, tracking and reporting tax deductible expenses; 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 software for users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of tax planning, tax return preparation, and tax return filing; 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; mobile application software for users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of tax planning, tax return preparation, and tax return filing
  • Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; providing temporary use of on-line non-downloadable software for processing tax payments; providing temporary use of on-line non-downloadable software for organizing, tracking and reporting tax deductible expenses; providing temporary use of on-line non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of on-line non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing temporary use of on-line non-downloadable software for users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of tax planning, tax return preparation, and tax return filing

Owner

Prosecution history

  • 15 Sept 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Sept 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Sept 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 09 Jun 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 09 Jun 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 09 Jun 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 09 Jun 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 09 Jun 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 18 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Oct 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Apr 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 18 Oct 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 27 Feb 2017 — CORRECTION UNDER SECTION 7 - PROCESSED

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