USPTO serial 99498820
TAXPLAIN
Status 688Notice of Allowance
- Filing date
- Nov 16, 2025
- Status date
- Jul 14, 2026
- Registration date
- —
- Examiner
- HARDY LUDLOW, TARAH KIM
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What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
Deadline: January 14th, 2027
Owner
OptimAIze LLC
Sheridan, WY, US
OptimAIze LLC
Sheridan, WY, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software using artificial intelligence (AI) for providing tax information, tax planning analysis, financial data visualization, and automated tax return preparation functions | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jul 14, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| May 19, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| May 19, 2026 | PUBO | PUBLISHED FOR OPPOSITION |
| May 13, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Apr 20, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Apr 18, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Apr 18, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Apr 18, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Mar 9, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Mar 9, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Mar 9, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Mar 9, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Feb 12, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Nov 16, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Nov 16, 2025 | NWAP | NEW APPLICATION ENTERED |