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