USPTO serial 99693493
TAXCLEVER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- SALCIDO, JOHN CHARLES
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Rebecca Kupfer
Rebecca Kupfer Shift Law Professional Corporation60 St. Clair Ave, E., Suite 300Toronto, M4T1N5CanadaGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | (Based on 44(e))(Based on Intent to Use) downloadable computer software for tax planning, tax calculation, tax return preparation and tax return filing; downloadable electronic data files and databases, namely, business and tax forms, for use with computer software; downloadable tax management software; downloadable tax preparation software (Based on Intent to Use) Downloadable artificial intelligence software for tax, financial management, and accounting; downloadable software using artificial intelligence for accessing, searching and providing legal information; downloadable software and mobile applications that apply artificial intelligence programming for use in the fields of tax, financial management, accounting, and legal services; downloadable software and mobile applications for providing information on tax, financial management, budgeting, accounting, and legal services; downloadable computer application software embedded with generative artificial intelligence (AI) and machine learning algorithms for mobile devices, mobile phones, smartphones, handheld electronic devices, tablet computers, and computers, and portable media devices for summarizing financial reports; Downloadable computer application software using generative artificial intelligence (AI) and machine learning algorithms for managing documents and information related to legal cases, managing documents and information relating to accounting, tax, and financial management matters; downloadable cloud-based search engine software specifically for use in the field of tax, financial management, and accounting; downloadable cloud-based search engine software for use in the field of tax law; downloadable cloud-based software for database management in the field of tax, financial management, and law; all of the foregoing expressly for use by tax professionals | ACTIVE | — |
| 042 | (Based on 44(e))(Based on Intent to Use) platform as a service (PaaS) featuring computer software platforms for use database management in the fields of accounting and taxation; platform as a service (PaaS) software featuring software platforms for enabling users to communicate with professionals in the fields of accounting and taxation; providing temporary use of online non-downloadable software for use in database management in the field of tax management; platform as a service (PaaS) featuring computer software platforms for enabling users to communicate with professionals in the field of trade finance; (Based on Intent to Use) Design, development and maintenance of cloud based, non downloadable computer AI software; providing online non-downloadable software and web-based applications featuring artificial intelligence (AI) software for use in database management in the fields of tax, wealth management, financial management, accounting, and legal services; providing online non-downloadable software featuring artificial intelligence software for use in database management for tax, financial management, accounting, and legal service providers; providing online non-downloadable software and web applications for tax planning and management purposes; software as a service (SaaS) services featuring artificial intelligence software to assist in tax planning, financial management, and legal services; providing online non-downloadable software and web applications for providing information on tax, wealth management, financial management, budgeting, accounting, and legal services; providing temporary use of online non-downloadable software featuring interactive personalized tutorials in the field of tax via a website; software as a service (SaaS) services featuring search engine software; providing temporary use of online non-downloadable computer software for tax calculation; providing online non-downloadable software to review, analyze, track, report on compliance with tax requirements, regulations, and laws; providing online non-downloadable software for automating tax planning and financial management services, develop optimized strategies, provide reporting and analytics, and services to ensure compliance with applicable laws; Providing an interactive web site featuring technology that enables users to access tax information; all of the foregoing expressly for use by tax professionals; | ACTIVE | — |
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 A&M Bookkeeping and Tax Solutions Inc.
- Other trademarks owned by A&M Bookkeeping and Tax Solutions Inc.
- Other trademarks in Class 009
- Other trademarks in Class 042
- Similar marks named TAXCLEVER
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 10, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 10, 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. |
| Nov 4, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 9, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 9, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 9, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 9, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 9, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 28, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 28, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 28, 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. |
| Jul 14, 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 14, 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 14, 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 8, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 10, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 10, 2026 | NWAP | NEW APPLICATION ENTERED | — |