Filed Oct. 28, 2026

Serial No. 50187839

Examining Attorney null

Class Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for answering user questions automatically, without human intervention, and for facilitating communication with tax and financial professionals, all in the fields of financial, tax, retirement, estate and trust, real estate, and cash flow planning for individuals, families, and business owners; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial planning, tax planning, retirement planning, estate, trust and legacy planning, real estate planning, and cash flow budgeting and planning, offered on both a self-service basis and through tax and financial professionals; Providing temporary use of on-line non-downloadable software for financial scenario modeling and Monte Carlo simulation analysis; Application service provider featuring application programming interface (API) software for use by accounting, tax, and financial advisory firms in providing financial, tax, retirement, estate and trust, real estate, and cash flow planning analyses to their clients; Software as a service (SAAS) services featuring software for creating, tracking, and measuring the outcomes of financial planning recommendations; Software as a service (SAAS) services featuring software for connecting to and aggregating users' financial accounts and organizing and analyzing account data, excluding general-purpose business intelligence and business analytics software and general-purpose data management software; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for analyzing personal and business financial data, financial statements, tax returns, and financial documents and for generating financial and tax planning analyses and recommendations automatically or with review by tax and financial professionals, excluding general-purpose business intelligence and business analytics software, general-purpose data management software, and general-purpose document management software; 100; 101

Case Type Service mark