USPTO serial 99536321
AGENTIC TAX AND COMPLIANCE
Reviewed by CopyMark Law Group
Status 653
- Filing date
- Status date
- Registration date
- —
- Examiner
- SOUTHWICK, TYLER
- Law office
- TMO LAW OFFICE 136
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
Durham, NC, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Batur H. Oktay
Batur H. Oktay Davis Wright Tremaine LLP920 Fifth Avenue, Suite 3300Seattle, WA 98104-1610United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax consultancy relating to regulatory compliance; automated tax consultancy relating to regulatory compliance rendered using artificial intelligence (AI); automated tax consultancy relating to regulatory compliance featuring tax management, tax calculation, exemption certificate management compliance, tax research, tax return preparation, invoicing, electronic invoicing, preparing tax reports, and tax notice management; business management and consultation services in the field of sales tax nexus determinations, sales and use tax registrations and compliance management services; business consulting regarding lodging tax compliance management relating to lodging licenses; property tax management, namely, review of property tax assessments; business consulting as it relates to compliance management services regarding the collection of money owed for taxes and payment processing in the field of sales tax; financial record keeping relating to point of sale (POS) returns; facilitation of cross-border transactions in the nature of tariff advisory as it relates to compliance management regarding import duty taxes and cross-border shipment of goods; business consulting as it relates to tax compliance management services relating to cross-border restrictions; preparing value-added tax (VAT) returns; tax advisory services as it relates to compliance management services relating to excise taxes and preparing excise tax returns; business consulting as it relates to sales and use tax compliance management relating to import transactions; preparation of lodging tax compliance returns for business purposes; all of the foregoing rendered using artificial intelligence (AI) compliance agents | ACTIVE | Sep 30, 2025 |
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 |
|---|---|---|---|
| Jun 5, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 5, 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. |
| Jun 5, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 27, 2026 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| May 27, 2026 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| May 27, 2026 | CNSL | SUSPENSION LETTER WRITTEN | — |
| May 27, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 27, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 27, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 27, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 30, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 30, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 30, 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. |
| Apr 20, 2026 | 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. |
| Apr 20, 2026 | 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. |
| Apr 20, 2026 | 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. |
| Apr 13, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 12, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 8, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 8, 2025 | NWAP | NEW APPLICATION ENTERED | — |