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UPSTAXX

99691339 | Trademark

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Filed March 9, 2026
Serial No. 99691339
Examining Attorney SANI PHILIPPE KHOURI
Class Downloadable software in the nature of a mobile application for tax preparation, tax optimization, financial planning, expense tracking, mileage tracking, bookkeeping, invoicing, and wealth management; downloadable and non-downloadable mobile applications featuring artificial intelligence- powered financial advisory tools for identifying tax deductions, tax credits, and tax savings strategies; software featuring an AI-powered virtual financial assistant for personalized tax and financial guidance.; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101
UPSTAXX
Case Type Trademark Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 1 week, 5 days ago
Filing Date # Docket Text