TAX TRACKER PROTECT. PERSIST. RESOLVE.

Live / Applied — Non-final action mailed (as of 04 Jan 2026)

What this means for you

Not registered yet, but its 01 May 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
99165439
Mark type
Stylized text
Filed
01 May 2025
Attorney of record
Tamara Pester

Goods and services

  • Class 035 — Advertising and business services: Consulting in the fields of accounting, tax planning, and tax return preparation specifically designed for physicians, dentists, medical groups, hospitals and healthcare systems.
  • Class 036 — Insurance and financial services: Providing financial consultation services to monitory-owned businesses, namely, assisting with obtaining capital available to such businesses through non-traditional lending sources; Financial advisory and consultancy services, namely, personal financial planning, pension and retirement programs and estate planning specifically designed for physicians, dentists, medical groups, hospitals and healthcare systems.
  • Class 045 — Legal and security services: Tracking and monitoring regulatory requirements in the field of auditing, accounting, tax, and information technology services for regulatory compliance purposes; regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations; consulting in the field of internal revenue services representation specifically designed for physicians, dentists, medical groups, hospitals and healthcare systems.

Owner

Prosecution history

  • 04 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 04 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 04 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 31 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 31 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 31 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 13 Nov 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 13 Nov 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 13 Nov 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 10 Oct 2025 — NON-FINAL ACTION WRITTEN
  • 19 Sept 2025 — ASSIGNED TO EXAMINER
  • 10 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 01 May 2025 — APPLICATION FILING RECEIPT MAILED

View this trademark record on Marksy