USPTO serial 98801607
A+
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 3, 2026
- Examiner
- HESIK, APRIL ANNE
- 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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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
San Francisco, CA, US
San Francisco, CA, US
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 software for automating and assisting workflows for CPAs during tax preparation; Software as a Service (SaaS) services featuring software to automate the ingestion, analysis, and processing of tax documents, business records, and financial data as well as all subsequent workpaper preparation needed to render a complete service around tax preparation; Software as a Service (SaaS) services featuring software to generate detailed workpapers, reports, and related tax documents in order to streamline the workflow for accountants and tax professionals; Software as a Service (SaaS) services featuring software for document management; Software as a Service (SaaS) services featuring software to automatically extract and organize relevant financial data and prepare tax-related documentation, including workpapers determining and documenting all required calculations for tax preparation, in compliance with applicable tax laws and regulations, enhancing accuracy and efficiency in tax preparation; Software as a Service (SaaS) services featuring software to export completed tax preparation documents and workpapers | ACTIVE | May 25, 2023 |
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 |
|---|---|---|---|
| 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 | — |
| Mar 3, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 3, 2026 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Feb 6, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 6, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 4, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 4, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 8, 2025 | IUAF | USE AMENDMENT FILED | — |
| 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 | — |
| Jul 30, 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. |
| Jul 15, 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. |
| May 20, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 20, 2025 | 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. |
| May 14, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 22, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 21, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 20, 2025 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 20, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 15, 2024 | NWAP | NEW APPLICATION ENTERED | — |