USPTO serial 99691339
UPSTAXX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- KHOURI, SANI PHILIPPE
- Law office
- TMO LAW OFFICE 110
What this means
Status 680 means the examining attorney approved your mark for publication in the USPTO Official Gazette. Publication for opposition usually follows within weeks, opening a 30-day window for third parties to oppose. Watch for publication (status 686) and monitor the 30-day opposition window.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
McLean, VA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
RISHELE ELLISON
RISHELE ELLISON9103 Woodmore Town Centre Dr658Lanham, MD 20706Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software in the nature of a mobile application for tax preparation, tax optimization, financial planning, expense tracking, mileage tracking, bookkeeping, invoicing, and wealth management;downloadable mobile applications featuring artificial intelligence-powered financial advisory tools for identifying tax deductions, tax credits, and tax savings strategies; downloadable software featuring an AI-powered virtual financial assistant for personalized tax and financial guidance | ACTIVE | Jan 1, 2026 |
| 036 | Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services | ACTIVE | Jan 1, 2026 |
| 042 | Providing a website featuring on-line non-downloadable software that enables users to organize and manage taxes, plan taxes, calculate taxes, track expenses, report taxes, prepare and file taxes, record and track tax deductions; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tax optimization, financial analysis, expense tracking, mileage tracking, bookkeeping, and invoicing; providing online non-downloadable software featuring an AI virtual financial assistant; cloud computing services featuring software for tax preparation and financial management; providing temporary use of online, non-downloadable mobile applications featuring artificial intelligence- powered financial advisory tools for identifying tax deductions, tax credits, and tax savings strategies. | ACTIVE | Jan 1, 2026 |
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 |
|---|---|---|---|
| Oct 30, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 14, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 14, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 14, 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. |
| Oct 14, 2026 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Oct 14, 2026 | PETG | PETITION TO REVIVE-GRANTED | — |
| Oct 14, 2026 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Jul 12, 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. |
| Jul 12, 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. |
| Jul 12, 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. |
| Jul 9, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 7, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 9, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 9, 2026 | NWAP | NEW APPLICATION ENTERED | — |