TAX AUTOPILOT

Live / Registered — Registered (as of 23 Jun 2026)

What this means for you

Registered since 23 Jun 2026. 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 (next due by 23 Jun 2032: the §8 declaration of use).

Record

Serial number
98977965
Registration number
8318058
Mark type
Word mark
Filed
03 Aug 2023
Published for opposition
13 Aug 2024
Registered
23 Jun 2026
Next maintenance filing
§8 declaration of use, due by 23 Jun 2032 (grace period to 23 Dec 2032)
Attorney of record
Eric Adler

Goods and services

  • Class 035 — Advertising and business services: Tax advisory services; Tax consulting services; Tax preparation services provided via the internet
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for tax management; Software as a service (SAAS) services featuring software for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software for interacting with complex products to reduce paperwork burdens, namely, software for communicating with financial institutions; Software as a service (SAAS) services featuring software for analyzing and reporting data; Software as a service (SAAS) services featuring software for automating tax preparation tasks; Software as a service (SAAS) services featuring software for management of investment portfolios; Software as a service (SAAS) services featuring software for use in the field of charitable giving, financial planning, and asset distribution, namely, software for finding charitable organizations, determining appropriate donation amounts, and donating money; Software as a service (SAAS) services featuring software for interacting with wealth management service providers; Software as a service (SAAS) services featuring software for use in the field of family offices services, namely, software for providing financial advice; Software as a service (SAAS) services featuring software for interacting with family office service providers; Software as a service (SAAS) services featuring software for use in the field of private banking services, namely, software for managing bank accounts, providing advice on portfolio management, tax, insurance, trust and estate planning matters; Software as a service (SAAS) services featuring software for interacting with private banking service providers; Software as a service (SAAS) services featuring software using artificial intelligence for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with complex products to reduce paperwork burdens, namely, software for communicating with financial institutions; Software as a service (SAAS) services featuring software using artificial intelligence for analyzing and reporting data; Software as a service (SAAS) services featuring software using artificial intelligence for automating tax preparation tasks; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of wealth management; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of charitable giving, financial planning, and asset distribution, namely, software for finding charitable organizations, determining appropriate donation amounts, and donating money; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with wealth management service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of family offices services, namely, software for providing financial advice; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with family office service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of private banking services, namely, software for managing bank accounts, providing advice on portfolio management, tax, insurance, trust and estate planning matters; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with private banking service providers;

Owner

Prosecution history

  • 23 Jun 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 23 Jun 2026 — REGISTERED-PRINCIPAL REGISTER
  • 03 Jun 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 03 Jun 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 31 May 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 29 May 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 29 May 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 20 May 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 20 May 2026 — FINAL REFUSAL E-MAILED
  • 20 May 2026 — SU - FINAL REFUSAL - WRITTEN
  • 20 May 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 20 May 2026 — FINAL REFUSAL E-MAILED
  • 20 May 2026 — SU - FINAL REFUSAL - WRITTEN
  • 15 May 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 15 May 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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