OPTIMA
Live / Registered — Registered — partial Section 8 accepted (as of 14 Oct 2025)
What this means for you
Registered since 27 Nov 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87978877
- Registration number
- 5619272
- Mark type
- Design + words
- Filed
- 10 May 2017
- Published for opposition
- 10 Oct 2017
- Registered
- 27 Nov 2018
- Attorney of record
- Catherine T. Dobrowitsky
Goods and services
- Class 035 — Advertising and business services: Providing tax planning and consulting information in the field of social media; Providing an internet website portal offering information in the fields of tax planning, preparation, and compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, identity theft, and tax dispute resolution services; Promoting public awareness of identity theft signs and prevention; Business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to accountants and tax preparers; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Providing tax preparation referrals; Fraud and identity theft protection services, namely, monitoring consumer credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud, and providing an alert as to any changes therein for business purposes; Providing an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others
- Class 036 — Insurance and financial services: [ Identity theft insurance consultation services; Design and development of identity theft insurance policies for others; Providing information in the field of identity theft insurance; Providing a website with client portal featuring information in the field of identity theft insurance; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing services ]
- Class 042 — Scientific and technological services: Providing an internet website portal featuring technology enabling users to perform tax return preparation; Providing an interactive website featuring a portal featuring technology for users to review and exchange business and payment information; Fraud and identity theft protection services, namely, electronic monitoring of credit reports, the internet, and public records to facilitate the detection and prevention of identity theft and fraud via the internet
- Class 045 — Legal and security services: Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Fraud and identity theft protection services, namely, forensic analysis of credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud
Owner
- Optima Tax Relief, LLC, Santa Ana, CA, US
- Optima Tax Relief, LLC, Santa Ana, CA, US
- Optima Tax Relief, LLC, Santa Ana, CA, US
Prior registrations
Prosecution history
- 20 Oct 2025 — SEC. 15 ACKNOWLEDGEMENT - E-MAILED
- 20 Oct 2025 — REGISTERED - SEC. 15 ACKNOWLEDGED
- 20 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 16 Oct 2025 — TEAS SECTION 15 RECEIVED
- 14 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 14 Oct 2025 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
- 30 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 24 Sept 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 24 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Sept 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 24 Sept 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 21 Apr 2025 — POST REGISTRATION ACTION MAILED - SEC. 8
- 21 Apr 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL