OPTIMA TAX SHIELD

Live / Applied — Final refusal mailed (as of 13 Jan 2026)

What this means for you

Not registered yet, but its 17 Jan 2025 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
99005380
Mark type
Stylized text
Filed
17 Jan 2025
Attorney of record
Catherine T. Dobrowitsky

Goods and services

  • Class 035 — Advertising and business services: Promoting public awareness of tax fraud and identity theft; Promoting public awareness of tax fraud and identity theft signs and prevention; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Business monitoring services, namely, monitoring IRS transcripts, tax-related notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud, and providing an alert as to any changes therein for business purposes;
  • Class 036 — Insurance and financial services: Financial advisory and consultancy services in the field of tax fraud and identity theft; Providing advice and consultation in the field of tax fraud and identity theft;
  • Class 038 — Telecommunications services: Telecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet concerning personal data security, namely, possible fraud and identity theft for fraud prevention purposes;

Owner

Prosecution history

  • 13 Jan 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 13 Jan 2026 — FINAL REFUSAL E-MAILED
  • 13 Jan 2026 — FINAL REFUSAL WRITTEN
  • 17 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 17 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 17 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 24 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 24 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 24 Oct 2025 — NON-FINAL ACTION WRITTEN
  • 27 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 30 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 30 Jun 2025 — NON-FINAL ACTION E-MAILED
  • 30 Jun 2025 — NON-FINAL ACTION WRITTEN

View this trademark record on Marksy