Filed March 10, 2026

Serial No. 99693539

Examining Attorney MITCHELL IRVIN KNIEF

Class Downloadable software using artificial intelligence for tax preparation, financial management, and accounting; Downloadable software using artificial intelligence for accessing legal information; Downloadable software and mobile applications using artificial intelligence for accessing, providing, and searching in the fields of tax, financial management, accounting, and legal services; Downloadable software and mobile applications for providing access to information on taxes, financial management, budgeting, accounting, and legal services; Downloadable computer application software embedded with generative artificial intelligence (AI) and machine learning algorithms for mobile devices, mobile phones, smartphones, handheld computers tablet computers, and computers for summarizing financial reports; Downloadable computer application software using generative artificial intelligence (AI) and machine learning algorithms for managing documents and information related to legal cases, managing documents and information relating to accounting, tax, and financial management matters; downloadable cloud-based search engine software specifically for use in the field of tax, financial management, and accounting; downloadable cloud-based search engine software for use in the field of tax law; Downloadable cloud-based software for database management in the field of tax, financial management, and law; Downloadable computer software for tax planning, tax calculation, tax return preparation and tax return filing; Downloadable electronic data files and databases, namely, business and tax forms, for use with computer software; Downloadable tax management software; Downloadable preparation software; downloadable cloud-based search engine software specifically for use in the field of tax, financial management, and accounting; downloadable cloud-based search engine software for use in the field of tax law; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101; 107; 100; 101; 100; 101

Case Type Trademark Service mark