USPTO serial 98801605
ADDITIVE
Reviewed by CopyMark Law Group
Status 654
- Filing date
- Status date
- Registration date
- —
- Examiner
- DELANEY, ZHALEH SYBIL
- Law office
- TMO LAW OFFICE 116
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Alexandre A. Montagu
Alexandre A. Montagu MontaguLaw, P.C.44 South Broadway, Suite 100White Plains, NY 10601United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a Service (SaaS) services featuring workflow management software for managing and automating workflow for use by CPA's in tax preparation; Software as a Service (SaaS) services featuring document and records management software using artificial intelligence (AI) for management and analysis of tax documents and business records and financial data contained therein, and for automating said management processes, all for tax preparation purposes; Software as a Service (SaaS) services featuring software for use in generating detailed tax reports and documents necessary for complete tax preparation, and for use in managing and automating workflow of tax preparation related thereto for use by accountants and tax professionals; Software as a Service (SaaS) services featuring software for document management in the field of tax preparation; Software as a Service (SaaS) services featuring software using artificial intelligence (AI) for automatically extracting and organizing financial data from tax-related documents, and for accurately and efficiently performing all required tax calculations related thereto for tax preparation purposes in compliance with applicable tax laws and regulations; Software as a Service (SaaS) services featuring software for use in transmitting completed tax preparation documents to clients and federal and state tax agencies | ACTIVE | — |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 13, 2026 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Mar 6, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 6, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 6, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 20, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 8, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 8, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 8, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 8, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 19, 2025 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Apr 19, 2025 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Apr 19, 2025 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Apr 18, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 18, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 18, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 24, 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. |
| Mar 24, 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. |
| Mar 24, 2025 | CNRT | 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. |
| Mar 24, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 15, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 15, 2024 | NWAP | NEW APPLICATION ENTERED | — |