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Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Oct 2025)

What this means for you

Registered since 02 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87666873
Registration number
5795204
Mark type
Stylized text
Filed
31 Oct 2017
Published for opposition
27 Mar 2018
Registered
02 Jul 2019
Attorney of record
Chad W. Swantz

Goods and services

  • Class 035 — Advertising and business services: Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information into computer databases for financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in place to prevent internal fraud, financial statement analysis and accounting advice, and attestation services in the nature of preparing reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and consulting in connection with regulatory compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax consulting; consulting services, namely, business consultation services in the field of E- Businesses; executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; Providing temporary personnel for customized accounting solutions and project management; business appraisal services including for bankruptcy purposes; tax assessment; business consultancy in the fields of design, administration and audits of employee benefit plans concerning insurance and finance
  • Class 036 — Insurance and financial services: Financial asset management services; Financial administration, consulting and investment consulting and advice in the field of employee financial benefit plans; estate planning services; financial planning services; insurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning, non-qualified deferred compensation plan planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; personal property valuation services in the field of bankruptcy; valuation services, namely, valuation of intellectual property and intangible assets, estate valuations, health care valuations, shareholder valuations, and securities valuations, and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, namely, providing financial planning utilizing a process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; insurance consultation
  • Class 041 — Education and entertainment services: Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, information technology and online business activities and operations and developing and distributing educational materials in connection therewith

Owner

Prosecution history

  • 20 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 02 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 21 Feb 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 21 Feb 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Feb 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 21 Feb 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Jul 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 20 May 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 20 May 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 May 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 May 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 May 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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