OPTIMA TAX SHIELD

Serial Number 99005380
661

Registration Progress

Application Filed
Jan 17, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Non-Final Action E-Mailed
Due: Jan 24, 2026 24 days

Trademark Image

OPTIMA TAX SHIELD

Basic Information

Serial Number
99005380
Filing Date
January 17, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
661
Status Date
Dec 17, 2025
Application
Pending
Classes
035 036 038

Rights Holder

Optima Tax Relief, LLC

16
Address
6 Hutton Centre Dr., Suite 200
Santa Ana, CA 92707

Ownership History

Optima Tax Relief, LLC

Original Applicant
16
Santa Ana, CA

Legal Representation

Attorney
Catherine T. Dobrowitsky

USPTO Deadlines

Next Deadline
24 days remaining
Non-Final Action E-Mailed
Due Date
January 24, 2026
Extension Available
Until April 24, 2026

Application History

15 events
Date Code Type Description Documents
Dec 17, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Dec 17, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Dec 17, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Oct 24, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Oct 24, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Oct 24, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Sep 27, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Sep 26, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Sep 26, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jun 30, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jun 30, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jun 30, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 26, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jun 18, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 17, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Promoting public awareness of tax fraud and identity theft; Promoting public awareness of tax fraud and identity theft signs and prevention; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Business monitoring services, namely, monitoring IRS transcripts, tax-related notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud, and providing an alert as to any changes therein for business purposes;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025
Class 036
Financial advisory and consultancy services in the field of tax fraud and identity theft; Providing advice and consultation in the field of tax fraud and identity theft;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025
Class 038
Telecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet concerning personal data security, namely, possible fraud and identity theft for fraud prevention purposes;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025

Classification

International Classes
035 036 038

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
TAX SHIELD