TURBOTAX

Live / Applied — Final refusal mailed (as of 09 Mar 2026)

What this means for you

Not registered yet, but its 23 Jul 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
99299601
Mark type
Stylized text
Filed
23 Jul 2025
Attorney of record
Kelu Sullivan

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable and recorded computer software for tax planning, tax calculation, tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax deductible expenses; downloadable and recorded computer software for professional tax practice management; downloadable and recorded computer software for customers to directly deposit tax refunds into accounts at financial institutions; downloadable and recorded computer software for enabling communication between computers and mobile devices for use by tax professionals and customers; downloadable and recorded computer software for enabling users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of tax planning, tax return preparation, and tax return filing; downloadable and recorded computer software for importing financial data from other electronic services and software in the nature of data transfer; downloadable and recorded computer software for integrating tax-related data with online banking data; downloadable and recorded computer software for organizing, tracking, and reporting tax deductible expenses; downloadable and recorded computer software for pre-populating tax forms with tax data from online banking accounts; downloadable and recorded computer software for processing tax payments; downloadable and recorded computer software for use in providing assistance with regard to accounting and taxes in the nature of bookkeeping, financial analysis, tax calculation, preparing, planning, tax file management, and filing bookkeeping, financial analysis, tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; downloadable and recorded computer software for controlling access to, collaboration, and sharing of financial and business information, data, and documents; downloadable and recorded computer software for enabling electronic communication, via email, audio and video conferencing, or direct messaging, between technical support representatives and customers; downloadable and recorded computer software for providing online backup of electronic files; downloadable and recorded computer software for providing technical support that diagnoses hardware and software problems and enables user communication with technical support agents; downloadable and recorded computer software for applying artificial intelligence and machine learning to optimize tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for artificial intelligence processing and machine learning to assist users in tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for automated analysis of financial data and for producing automated insights to facilitate decision-making in tax return preparation and filing
  • Class 035 — Advertising and business services: Consultation and advisory services in the fields of accounting and taxes; electronic tax filing services; providing tax calculation, preparation, planning, tax file management, and filing services; association and membership services, namely promoting the business interests of member tax professionals, and providing tax professional business referrals, marketing, and business management services to member tax professionals; business consultation, advisory, analysis, and assistance services with regard to organizing, tracking, and reporting tax deductible expenses; marketing and promotional services for financial institutions and tax professionals; matching small business owners and consumers with professionals in the fields of accounting, finance, investments and tax; online business directories featuring financial advisors, tax professionals, and accountants; providing an online searchable database of tax professionals with the purpose of matching to customers; providing information concerning taxes, tax calculation, tax planning, tax return preparation, tax refunds in the nature of tax planning information, tax file management, preparation of tax forms, and tax returns filing
  • Class 036 — Insurance and financial services: Consultation, advisory, analysis, and assistance services with regard to tax payment financial analysis, calculation of tax payments, and financial management; online banking services enabling users to directly deposit tax refunds into accounts at financial institutions; online financial services, namely electronic bill payment, direct debit fund transfers, funds transfers, money wire transfers, making check deposits, making remote check deposits, tax payment processing; transaction processing services for consumers, namely, processing of debit card transactions and tax payments and refunds in the nature of providing electronic processing of electronic charges and payments; provision of information concerning tax payment financial management
  • Class 042 — Scientific and technological services: Providing online non-downloadable software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for organizing, tracking, and reporting tax deductible expenses; providing online non-downloadable software for processing tax payments; providing online non-downloadable software for professional tax practice management; software as a service (SAAS) services featuring software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; software as a service (SAAS) services featuring software for organizing, tracking, and reporting tax-deductible expenses; software as a service (SAAS) services featuring software for processing tax payments; providing online non-downloadable software for electronic communication, via email, audio and video conferencing, or direct messaging, between financial, business and tax professionals and customers; providing online non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing online non-downloadable software for multiple users to screen share and communicate audio and video conferencing or direct messaging for providing assistance with regard to accounting and taxes; providing online non-downloadable software for providing clients with tax filing assistance; providing online non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing online non-downloadable software for users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share documents, information, data, images, photographs, and electronic messages; providing online non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing online non-downloadable software for communication between computers an mobile devices for use by technical support representatives and customers; providing online non-downloadable software for providing technical support that diagnoses hardware and software problems and enables user communication with technical support agents; database integration services in the nature of software as a service (SAAS) services featuring software for database integration for financial institutions to integrate tax related data with online banking data; providing online non-downloadable software for online backup of electronic files; providing online non-downloadable software for applying artificial intelligence and machine learning to optimize tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for artificial intelligence processing and machine learning to assist users in tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for automated analysis of financial data and for producing automated insights to facilitate decision-making in tax return preparation and filing

Owner

Prior registrations

Prosecution history

  • 01 Apr 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Apr 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 01 Apr 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 09 Mar 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 09 Mar 2026 — FINAL REFUSAL E-MAILED
  • 09 Mar 2026 — FINAL REFUSAL WRITTEN
  • 27 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 27 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 27 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 11 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 11 Dec 2025 — NON-FINAL ACTION E-MAILED
  • 11 Dec 2025 — NON-FINAL ACTION WRITTEN
  • 10 Dec 2025 — ASSIGNED TO EXAMINER
  • 01 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 23 Jul 2025 — APPLICATION FILING RECEIPT MAILED

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