Trademark: 87981162
Status Date
Tuesday, July 16, 2019
Registration Number
5808267
Registration Date
Tuesday, July 16, 2019
Filing Date
Thursday, June 1, 2017
Published for Opposition
Tuesday, March 27, 2018
9 Computer software for tax planning; computer software for use in providing assistance with regard to accounting and taxes; computer software that enables users to capture, upload, download, store, organize, and view information and data, all in the fields of tax planning, personal accounting, financial management and generating and submitting applications for financial services; downloadable software in the nature of a mobile application for tax planning and tax calculation, personal accounting and financial management; computer software for use in connecting consumers with third-party financial services; computer software for use in providing automated personal financial management services; computer software for use in asset allocation and sector analysis; computer software for consumers to create a unified financial profile for themselves, their businesses and their families
35 Consultation, advisory, analysis, and assistance services with regard to personal accounting and taxes; consultation and advisory services in the fields of personal accounting and taxes, including tax planning and tax management; providing tax management information and consultation; providing information concerning personal accounting, taxes, tax planning and tax management; providing tax analysis and calculation in the nature of personal accounting and assessment and planning services; providing advice, analysis, news, and opinions to consumers in the fields of tax planning; providing tax calculation and planning services; consultation, advisory, analysis, and assistance services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; connecting qualified service providers with consumers, namely, connecting consumers to offers that provide lower interest rates and fees; connecting qualified service providers with consumers, namely, connecting consumers to offers for financial services; providing aggregated and anonymized financial data to others for economic and financial trend analysis; providing recommendations of service providers to consumers for commercial purposes, namely, providing automated recommendations on choosing financial services; providing automated recommendations on choosing financial services, namely, providing a website for users with specific informed recommendations of specific consumer financial services validated by the automated analysis of user provided data
36 Consultation, advisory, analysis, and assistance services with regard to tax payment management; providing analysis and calculation of tax payments; provision of information concerning tax payment management; providing online financial calculators; financial management services via global computer networks; providing information to consumers in the fields of personal financial management; providing information to consumers on optimizing interest and fees for financial and card accounts; financial risk assessment services, namely, financial risk scoring and modeling; providing financial history, payment history, loan and debt burden information to consumers; financial portfolio analysis services, namely, providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing financial data analysis for financial purposes and financial advice; providing information on optimizing interest and minimizing fees for financial and card based accounts
38 Providing an online forum for users to post and respond to questions in the fields of tax; providing an online forum for users to post and respond to questions; providing online forums, online chat rooms and electronic bulletin boards for transmission of messages among users; providing on-line chat rooms and electronic bulletin boards for transmission of messages among users in the fields of tax and healthcare; providing on-line forums for transmission of messages among users of mobile phones and mobile communication devices; providing electronic bulletin boards for transmission of messages among users in the field of general interest; providing on-line forums in the field of financial software and financial online services; providing telecommunications access services for users to publish and share their own content via mobile phones and mobile communication devices
41 Publication of the editorial content of sites accessible via a global computer network all in the fields of tax preparation, tax planning and tax filing; providing online non-downloadable articles in the fields of tax preparation, tax planning and tax filing; providing on-line non-downloadable infographics and videos in the fields of tax preparation, tax planning and tax filing; providing a website featuring non-downloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies
42 Providing temporary use of on-line non-downloadable software for tax planning; software as a services (SAAS) services featuring software for tax planning; providing temporary use of online, non-downloadable mobile application software for tax planning; providing temporary use of on-line non-downloadable software that enables users to capture, upload, download, store, organize, view information and data, all in the fields of tax planning, personal accounting, financial management, and generating and submitting applications for financial services; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means; providing temporary use of non-downloadable software for use in connecting consumers with third-party financial services; providing temporary use of non-downloadable software for use in providing automated personal financial management services; providing temporary use of non-downloadable software for use in asset allocation and sector analysis; providing temporary use of non-downloadable software for consumers to create a unified financial profile for themselves, their businesses and their families; providing temporary use of non-downloadable software for use by consumers aggregate, access, view and manipulate financial records from multiple accounts in a single location; platform as a service (PAAS) featuring computer software platforms for use by consumers to aggregate, access, view, manipulate and share financial records from multiple accounts in a single location; fraud protection services, namely, computer security services in the nature of threat analysis for protecting data; identity protection and restoration services, namely, electronic monitoring of personally identification information to detect identity theft via the Internet
In the statement, line 37 "on-line banking services enabling users to directly deposit tax refunds into accounts at financial institutions; debit account and refund" should be deleted; line 38 should be deleted; and providing online financial calculators; financial management services via global computer networks; providing information to consumers in the fields of personal financial management; providing information to consumers on optimizing interest and fees for financial and card accounts; financial risk assessment services, namely, financial risk scoring and modeling; providing financial history, payment history, loan and debt burden information to consumers; financial portfolio analysis services, namely, providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing financial data analysis for financial purposes and financial advice; providing information on optimizing interest and minimizing fees for financial and card based accounts should be inserted; In the statement, page 2, lines 1 through 17 should be deleted.
Jan 6, 2020
Certificate Of Correction Issued
Dec 27, 2019
Assigned To Paralegal
Nov 26, 2019
Teas Section 7 Request Received
Jul 16, 2019
Registered-Principal Register
Jun 12, 2019
Notice Of Approval Of Extension Request E-Mailed
Jun 12, 2019
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 11, 2019
Allowed Principal Register - Sou Accepted
Jun 11, 2019
Statement Of Use Processing Complete
May 22, 2019
Use Amendment Filed
Jun 11, 2019
Divisional Processing Complete
May 22, 2019
Divisional Request Received
Jun 8, 2019
Extension 2 Granted
May 22, 2019
Extension 2 Filed
Jun 10, 2019
Case Assigned To Intent To Use Paralegal
May 22, 2019
Teas Request To Divide Received
May 22, 2019
Teas Extension Received
May 22, 2019
Teas Statement Of Use Received
Nov 22, 2018
Notice Of Approval Of Extension Request E-Mailed
Nov 20, 2018
Extension 1 Granted
Nov 20, 2018
Extension 1 Filed
Nov 20, 2018
Teas Extension Received
May 22, 2018
Noa E-Mailed - Sou Required From Applicant
Mar 27, 2018
Official Gazette Publication Confirmation E-Mailed
Mar 27, 2018
Published For Opposition
Mar 7, 2018
Notification Of Notice Of Publication E-Mailed
Feb 21, 2018
Approved For Pub - Principal Register
Feb 20, 2018
Examiner's Amendment Entered
Feb 20, 2018
Notification Of Examiners Amendment E-Mailed
Feb 20, 2018
Examiners Amendment E-Mailed
Feb 20, 2018
Examiners Amendment -Written
Feb 20, 2018
Previous Allowance Count Withdrawn
Feb 13, 2018
Withdrawn From Pub - Og Review Query
Jan 29, 2018
Approved For Pub - Principal Register
Jan 26, 2018
Examiner's Amendment Entered
Jan 26, 2018
Notification Of Examiners Amendment E-Mailed
Jan 26, 2018
Examiners Amendment E-Mailed
Jan 26, 2018
Examiners Amendment -Written
Jan 26, 2018
Teas/Email Correspondence Entered
Jan 26, 2018
Correspondence Received In Law Office
Jan 22, 2018
Assigned To Lie
Jan 8, 2018
Teas Response To Office Action Received
Jul 6, 2017
Notification Of Non-Final Action E-Mailed
Jul 6, 2017
Non-Final Action E-Mailed
Jul 6, 2017
Non-Final Action Written
Jul 3, 2017
Assigned To Examiner
Jun 8, 2017
New Application Office Supplied Data Entered In Tram
Jun 5, 2017
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
