Download Docs
Export
Print

Q

99800416 | Trademark citeCite Docket

Interested in this case?

To schedule a demo, contact us at sales@docketalarm.com. Track this case, and find millions of cases like it, let us show you how.
Filed May 1, 2026
Serial No. 99800416
Examining Attorney ANDREW W CROWDER-SCHAEFER
Class Software as a service (SAAS) services featuring software for preparing, filing, optimizing, and managing federal and state tax returns and related tax compliance tasks; Software as a service (SAAS) services featuring software for organizing, managing, and storing user tax documents, financial information, tax filings, and related tax-planning workflows; Software as a service (SAAS) services featuring software for generating personalized tax strategies, identifying deductions and credits, and providing tax-optimization recommendations based on user financial data; Software as a service (SAAS) services featuring software for providing tax calculators, tax-planning tools, scenario modeling, and automated financial analyses for tax-related decision making; Software as a service (SAAS) services featuring software for delivering integrated tax-strategy tools, financial-planning dashboards, and automated guidance for reducing tax liabilities; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for preparing, filing, optimizing, and managing federal and state tax returns and related tax compliance tasks; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for organizing, managing, and storing user tax documents, financial information, tax filings, and related tax-planning workflows; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for generating personalized tax strategies, identifying deductions and credits, and providing tax-optimization recommendations based on user financial data; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for providing tax calculators, tax-planning tools, scenario modeling, and automated financial analyses for tax-related decision making; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for delivering integrated tax-strategy tools, financial-planning dashboards, and automated guidance for reducing tax liabilities; 100; 101
Q
Case Type Service mark
Status An Office action suspending further action on the application has been sent (issued) to the applicant. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 3 days, 7 hours ago
Filing Date # Docket Text
to view the full docket.