Drawing for CLA SAAAS

USPTO serial 99445169

CLA SAAAS

Reviewed by CopyMark Law Group

Status 643
Filing date
Status date
Registration date
—
Examiner
NOLASCO-ARIAS, KENNETH E
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

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Chad W. Swantz

Chad W. Swantz SUITER SWANTZ IP14301 FNB ParkwaySuite 220Omaha, NE 68154

Goods and services

ClassDescriptionStatusFirst use
009Downloadable computer software for customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; downloadable customized software program, namely, a value-added analysis calculatorACTIVE—
016Printed materials, namely, journals featuring newsletters, reports, guides and manuals in the field of financial management and analysis directed toward accounting clients and attendees of wealth management courses, seminars, conferences, workshops and classesACTIVE—
035Business administration services in the field of accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others for the purpose of accounting and business records auditing; account and business records auditing, and accountancy, namely, reviewing of accounts, and compilation of account information and computer databases for preparing financial statements; business administration services in the field of preparation of prospective financial statements, internal account auditing services and internal account control reviewing, monitoring, reviewing and reporting controls to prevent internal accounting fraud, and preparing business reports regarding review of financial or business documents, policies and procedures; business administration services in the field of business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting; business administration services in the field of cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and tax compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consulting; consulting services, namely, business consultation services in the field of E-Businesses; business administration services in the field of executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; business administration services in the field of providing customized accounting solutions, namely, providing temporary personnel for assistance and project management; vendor management services for selecting vendors for clients, managing and monitoring vendor-client relationships, and assessing vendor risks; account auditing of employee benefit plans concerning insurance and financeACTIVE—
036Financial management in the field of financial forecasting relating to cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; business and property valuation services in the field of bankruptcy; valuation services, namely, business and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management, real estate loan financing, and real estate appraisal; financial management in the field of financial risk management services; financial consulting services, namely, financial planning consultation relating to business performance drivers and financial performance projections; insurance consultation; financial administration of employee benefit plans concerning insurance and finance; development of employee benefit plans concerning insurance and financeACTIVE—
041Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, namely, wealth advisory and management, information technology and online business activities and operations and, developing and distributing educational materials in connection therewithACTIVE—
042Computer technology consultancy in the field of accounting software selection, and implementation of accounting software; technology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networks; consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; computer technology consultancy in the field of business software and computer networks; installation of computer software; computer network technical support services, namely, performing computer network systems monitoring, computer network system audits, computer network system inventory, regularly scheduled computer network system maintenance; providing temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; managed service provider (MSP) services, namely, remote management of IT systems of othersACTIVE—
045Litigation support services, namely, legal discovery and pre-trial analysis, and expert witness services in legal matters in the fields of litigation or forensic investigationsACTIVE—

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

DateCodeEventWhat it means
Nov 3, 2026ZZZXPREVIOUS ALLOWANCE COUNT WITHDRAWN—
Sep 22, 2026PBCRWITHDRAWN FROM PUB - OG REVIEW QUERY—
Sep 4, 2026CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Sep 2, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Sep 2, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Sep 2, 2026TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Aug 25, 2026GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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 25, 2026GNRTNON-FINAL ACTION E-MAILEDA 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 25, 2026CNRTNON-FINAL ACTION WRITTENA 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 20, 2026ZZZXPREVIOUS ALLOWANCE COUNT WITHDRAWN—
Jun 2, 2026PBCRWITHDRAWN FROM PUB - OG REVIEW QUERY—
May 12, 2026CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
May 5, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
May 5, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
May 5, 2026TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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 4, 2026GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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 4, 2026GNRTNON-FINAL ACTION E-MAILEDA 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 4, 2026CNRTNON-FINAL ACTION WRITTENA 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 4, 2026DOCKASSIGNED TO EXAMINER—
Feb 11, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Oct 15, 2025MAFRAPPLICATION FILING RECEIPT MAILED—
Oct 15, 2025NWAPNEW APPLICATION ENTERED—

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