FOR LIFE OUTSIDE THE BOX

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 10 Dec 2025 filing date already counts against anyone who files later.

Record

Serial number

99540862

Mark type

Stylized text

Filed

10 Dec 2025

Published for opposition

21 Apr 2026

Attorney of record

Timothy J. Feathers

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software for tax return preparation, tax planning, tax calculation, and tax return filing; downloadable computer software for use in tracking and valuing charitable donations for the purpose of claiming tax deductions
• Class 035 — Advertising and business services: tax return preparation for others; tax planning services; business management and consulting services; accounting services; bookkeeping; budgeting services, namely, business assistance, advisory services and consultancy in the field of budgeting; bill paying services, namely, business advisory services in the field of bill paying; payroll services for others, namely, payroll preparation and payroll processing services
• Class 036 — Insurance and financial services: Financial services, namely issuing credit cards, debit cards, prepaid debit cards and gift cards; savings account services; checking account services; checking account services featuring overdraft protection; checking account and savings account services featuring automated and goal-based savings; credit and loan services, namely, loan financing, financial loan consultation; financing of loans, namely, extensions of credit; providing personal loans and lines of credit; charitable fundraising services, namely providing financial support and sponsorship of charities, non-profits and community development projects in underserved neighborhoods
• Class 041 — Education and entertainment services: Educational services, namely, conducting classes and courses in the field of preparation of tax returns
• Class 042 — Scientific and technological services: Providing temporary use of online, non-downloadable software for tax return preparation, tax planning, tax calculation, and tax return filing; Software as a service (SaaS) services featuring software in the fields of tax preparation for tax return preparation, tax planning, tax calculation, and tax return filing.

Owner

• HRB Innovations, Inc., Kansas City, MO, US

Prosecution history

• 23 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 20 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 20 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 20 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 12 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 12 Jan 2026 — NON-FINAL ACTION E-MAILED
• 12 Jan 2026 — NON-FINAL ACTION WRITTEN
• 09 Jan 2026 — ASSIGNED TO EXAMINER
• 10 Dec 2025 — APPLICATION FILING RECEIPT MAILED
• 10 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 10 Dec 2025 — NEW APPLICATION ENTERED