ADDITIVE

Live / Applied — Suspended — suspension check completed, case still suspended (as of 20 Oct 2025)

What this means for you

Not registered yet, but its 15 Oct 2024 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
98801605
Mark type
Stylized text
Filed
15 Oct 2024
Attorney of record
Alexandre A. Montagu

Goods and services

  • Class 042 — Scientific and technological services: Software as a Service (SaaS) services featuring workflow management software for managing and automating workflow for use by CPA's in tax preparation; Software as a Service (SaaS) services featuring document and records management software using artificial intelligence (AI) for management and analysis of tax documents and business records and financial data contained therein, and for automating said management processes, all for tax preparation purposes; Software as a Service (SaaS) services featuring software for use in generating detailed tax reports and documents necessary for complete tax preparation, and for use in managing and automating workflow of tax preparation related thereto for use by accountants and tax professionals; Software as a Service (SaaS) services featuring software for document management in the field of tax preparation; Software as a Service (SaaS) services featuring software using artificial intelligence (AI) for automatically extracting and organizing financial data from tax-related documents, and for accurately and efficiently performing all required tax calculations related thereto for tax preparation purposes in compliance with applicable tax laws and regulations; Software as a Service (SaaS) services featuring software for use in transmitting completed tax preparation documents to clients and federal and state tax agencies

Owner

Prosecution history

  • 06 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Oct 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 08 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 08 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 19 Apr 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 19 Apr 2025 — LETTER OF SUSPENSION E-MAILED
  • 19 Apr 2025 — SUSPENSION LETTER WRITTEN
  • 18 Apr 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Apr 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 18 Apr 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 24 Mar 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED

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