USPTO serial 99299601
TURBOTAX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 28, 2026
- Examiner
- NADELMAN, ANDREA KOYNER
- Law office
- FILE REPOSITORY (FRANCONIA)
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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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Mountain View, CA, US
Mountain View, CA, US
Mountain View, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kelu Sullivan
Kelu Sullivan Kelly IP, LLP1150 Connecticut Avenue, NWSuite 600Washington, DE 20036Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable and recorded computer software for tax planning, tax calculation, tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax deductible expenses; downloadable and recorded computer software for professional tax practice management; downloadable and recorded computer software for customers to directly deposit tax refunds into accounts at financial institutions; downloadable and recorded computer software for enabling communication between computers and mobile devices for use by tax professionals and customers; downloadable and recorded computer software for enabling users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of tax planning, tax return preparation, and tax return filing; downloadable and recorded computer software for importing financial data from other electronic services and software in the nature of data transfer; downloadable and recorded computer software for integrating tax-related data with online banking data; downloadable and recorded computer software for organizing, tracking, and reporting tax deductible expenses; downloadable and recorded computer software for pre-populating tax forms with tax data from online banking accounts; downloadable and recorded computer software for processing tax payments; downloadable and recorded computer software for use in providing assistance with regard to accounting and taxes in the nature of bookkeeping, financial analysis, tax calculation, tax preparing, tax planning, tax file management, and filing, and bookkeeping; downloadable and recorded computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; downloadable and recorded computer software for controlling access to, collaboration, and sharing of financial and business information, data, and documents; downloadable and recorded computer software for enabling electronic communication via email, audio conferencing in the nature of voice over internet protocol (VOIP) and video conferencing, and direct instant messaging, between technical support representatives and customers; downloadable and recorded computer software for providing online backup of electronic files; downloadable and recorded computer software for providing technical support that diagnoses hardware and software problems and enables user communication with technical support agents via instant messaging; downloadable and recorded computer software for applying artificial intelligence and machine learning to optimize tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for artificial intelligence processing and machine learning to assist users in tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for automated analysis of financial data and for producing automated insights to facilitate decision-making in tax return preparation and filing. | ACTIVE | Oct 17, 1984 |
| 035 | Consultation and advisory services in the fields of accounting and taxes; electronic tax filing services; providing tax calculation, preparation, planning, tax file management, and filing services; association and membership services, namely promoting the business interests of member tax professionals, and providing tax professional business referrals, marketing, and business management services to member tax professionals; business consultation, advisory, analysis, and assistance services with regard to organizing, tracking, and reporting tax deductible expenses; marketing and promotional services for financial institutions and tax professionals; matching small business owners and consumers with professionals in the fields of accounting, finance, investments and tax; online business directories featuring financial advisors, tax professionals, and accountants; providing an online searchable database of tax professionals with the purpose of matching to customers; providing information concerning taxes, tax calculation, tax planning, tax return preparation, tax refunds in the nature of tax planning information, tax file management, preparation of tax forms, and tax returns filing | ACTIVE | — |
| 036 | Consultation, advisory, analysis, and assistance services with regard to tax payment financial analysis, calculation of tax payments, and financial management; online banking services enabling users to directly deposit tax refunds into accounts at financial institutions; online financial services, namely electronic bill payment, direct debit fund transfers, funds transfers, money wire transfers, making check deposits, making remote check deposits, tax payment processing; transaction processing services for consumers, namely, processing of debit card transactions and tax payments and refunds in the nature of providing electronic processing of electronic charges and payments; provision of information concerning tax payment financial management | ACTIVE | — |
| 042 | Providing online non-downloadable software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for organizing, tracking, and reporting tax deductible expenses; providing online non-downloadable software for processing tax payments; providing online non-downloadable software for professional tax practice management; software as a service (SAAS) services featuring software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; software as a service (SAAS) services featuring software for organizing, tracking, and reporting tax-deductible expenses; software as a service (SAAS) services featuring software for processing tax payments; providing online non-downloadable software for electronic communication via email, audio conferencing in the nature of voice over internet protocol (VOIP) and video conferencing, and direct instant messaging, between financial, business and tax professionals and customers; providing online non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing online non-downloadable software for multiple users to screen share and communicate via audio conferencing in the nature of voice over internet protocol (VOIP) and video conferencing and direct instant messaging for providing assistance with regard to accounting and taxes; providing online non-downloadable software for providing clients with tax filing assistance; providing online non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing online non-downloadable software for users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share documents, information, data, images, photographs, and electronic messages; providing online non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing online non-downloadable software for communication between computers and mobile devices for use by technical support representatives and customers; providing online non-downloadable software for providing technical support that diagnoses hardware and software problems and enables user communication with technical support agents via instant messaging; database integration services in the nature of software as a service (SAAS) services featuring software for database integration for financial institutions to integrate tax related data with online banking data; providing online non-downloadable software for online backup of electronic files; providing online non-downloadable software for applying artificial intelligence and machine learning to optimize tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for artificial intelligence processing and machine learning to assist users in tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for automated analysis of financial data and for producing automated insights to facilitate decision-making in tax return preparation and filing | ACTIVE | Jan 31, 1997 |
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 Intuit Inc.
- Other trademarks owned by Intuit Inc.
- Other trademarks owned by Intuit Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named TURBOTAX
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 15, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 15, 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. |
| Sep 15, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 28, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 28, 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. |
| Jun 9, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 9, 2026 | 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. |
| Jun 3, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 14, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 13, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 13, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 13, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Apr 1, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 1, 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. |
| Apr 1, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 9, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Mar 9, 2026 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Mar 9, 2026 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 27, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 27, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 27, 2026 | 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. |
| Dec 11, 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. |
| Dec 11, 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. |
| Dec 11, 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. |
| Dec 10, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 1, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 23, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 23, 2025 | NWAP | NEW APPLICATION ENTERED | — |