THE MODERN SAVVY CPA

Live / Applied — Final refusal maintained — action continuing final mailed (as of 02 Feb 2026)

What this means for you

Not registered yet, but its 13 Nov 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98268094
Mark type
Stylized text
Filed
13 Nov 2023
Attorney of record
Berkley Sweetapple

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial planning consultation

Owner

Prosecution history

  • 02 Feb 2026 — NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
  • 02 Feb 2026 — ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
  • 02 Feb 2026 — ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
  • 07 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 07 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 07 Jan 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 10 Oct 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 10 Oct 2025 — FINAL REFUSAL E-MAILED
  • 10 Oct 2025 — FINAL REFUSAL WRITTEN
  • 09 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 09 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 09 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 09 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 09 Jun 2025 — NON-FINAL ACTION E-MAILED
  • 09 Jun 2025 — NON-FINAL ACTION WRITTEN

View this trademark record on Marksy