USPTO serial 98562399
SMARTTAX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 17, 2026
- Examiner
- WATSON, JULIE A
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Roman Vayner
9711 Washingtonian Blvd., Suite 550Gaithersburg, MD 20878United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts. | ACTIVE | Jul 1, 2024 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by SMARTDATA WEALTH, INC.
- Other trademarks owned by SMARTDATA WEALTH, INC.
- Other trademarks owned by CLARIFEES LLC
- Other trademarks owned by CLARIFEES LLC
- Other trademarks in Class 042
- Similar marks named SMARTTAX
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 17, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 17, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Feb 23, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 23, 2026 | CNSR | ALLOWED SUPPLEMENTAL REGISTER - SOU ACCEPTED | — |
| Feb 23, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 23, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 22, 2026 | ALIE | ASSIGNED TO LIE | — |
| Feb 20, 2026 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Feb 20, 2026 | PGRR | PETITION GRANTED - RESPONSE RECEIVED | — |
| Feb 19, 2026 | APET | ASSIGNED TO PETITION STAFF | — |
| Dec 16, 2025 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Dec 1, 2025 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Dec 1, 2025 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Aug 15, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 15, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 15, 2025 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| May 27, 2025 | DMCC | DATA MODIFICATION COMPLETED | — |
| May 27, 2025 | ALIE | ASSIGNED TO LIE | — |
| May 14, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 14, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 2, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 25, 2025 | IUAF | USE AMENDMENT FILED | — |
| Feb 25, 2025 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 18, 2025 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Dec 24, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 24, 2024 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Dec 18, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 26, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 26, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 25, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 21, 2024 | NWAP | NEW APPLICATION ENTERED | — |