OPTIMA TAX SHIELD

Serial Number 99005380
641

Registration Progress

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

Attorney Assistance

Non-Final Action Mailed
Due: Sep 30, 2025 75 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
641
Status Date
Jun 30, 2025
Application
Pending
Classes
035 036 042

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
75 days remaining
Non-Final Action Mailed
Due Date
September 30, 2025
Extension Available
Until December 30, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

6 events
Date Code Type Description Documents
Jun 30, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jun 30, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 30, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED 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
Tax and taxation planning, advice, information and consultancy services; Providing tax planning and consulting information in the field of social media; Providing an internet website portal offering information in the fields of tax planning, preparation, and compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, tax fraud and identity theft, and tax dispute resolution services; Promoting public awareness of tax fraud and identity theft signs and prevention; Business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to accountants and tax preparers; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Providing tax preparation referrals; Tax fraud and identity theft protection services, namely, monitoring IRS transcripts, 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; Providing an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others; Subscription-based online retail store services in the fields of tax fraud and identity theft protection services;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025
Class 036
Tax fraud and identity theft consultation and alert services; Design and development of tax fraud identity theft remediation for others; Providing information in the field of tax fraud and identity theft; Providing a website with client portal featuring information in the field of tax identity theft; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing; Tax payment processing services; Financial advice relating to tax;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025
Class 042
Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Tax fraud and identity theft protection services, namely, monitoring and forensic analysis of IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud; Tax fraud and identity theft protection services, namely, notifying users and providing an alert as to any changes in a user's IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud; Providing an internet website portal featuring technology enabling users to perform tax return preparation;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025

Classification

International Classes
035 036 042