OPTIMA TAX SHIELD

Serial Number 99005398
641

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 26 days

Trademark Image

OPTIMA TAX SHIELD

Basic Information

Serial Number
99005398
Filing Date
January 17, 2025
Drawing Code
3

Status Summary

Current Status
Active
Status Code
641
Status Date
Oct 24, 2025
Application
Pending
Classes
035 036 038 042

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

Application History

13 events
Date Code Type Description Documents
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 26, 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 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED 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 advertising; Providing an internet website portal offering information in the fields of tax planning, preparation, and regulatory 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; 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; Providing an online portal for users to review and exchange business and commercial information, namely, the business and commercial services of others;
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; Financial asset protection services, namely, designing and developing tax fraud identity theft remediation for others; Providing advice and consultation in the field of tax fraud and identity theft; Providing an Internet website portal featuring information in the field of tax identity theft; Financial advice relating to tax;
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 or cellular data concerning possible fraud and identity theft for fraud prevention purposes;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025
Class 042
Computer security services for protecting data and information from unauthorized access, namely, tax fraud and identity theft; Computer services, namely, creating an online community for registered users to participate in discussions, get feedback from their peers, and engage in social networking in the field of tax and identity theft monitoring and prevention provided via a website; Monitoring and forensic analysis of IRS transcripts, notices and reports, the internet and public records for detection and prevention of identity theft and tax fraud; Computer security services, namely, tax fraud and identity theft protection services, whereby users are notified and provided alerts 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; Computer security 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 subscription-based temporary use of on-line non-downloadable software for use in the field of tax fraud and identity theft protection services;
First Use Anywhere: Jan 10, 2025
First Use in Commerce: Jan 10, 2025

Additional Information

Design Mark
The mark consists of the mark OPTIMA with a stylized shield around the letter O and to the right the word TAX stacked above the word SHIELD.
Color Claim
Color is not claimed as a feature of the mark.

Classification

International Classes
035 036 038 042

Disclaimers

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