THE ANATOMY OF A TAX STRATEGY
Live / Applied — New application — not yet assigned to an examiner (as of 24 Feb 2026)
What this means for you
Not registered yet, but its 24 Feb 2026 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
- 99666847
- Mark type
- Stylized text
- Filed
- 24 Feb 2026
- Attorney of record
- Alyce Zawacki
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable audio and video recordings featuring tax planning and preparation instruction; Downloadable non-fiction books on a variety of topics
- Class 016 — Paper goods and printed matter: Printed forms in the field of bookkeeping and taxes; Printed non-fiction books on a variety of topics; Printed bookkeeping books
- Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax preparation; Tax planning; Management of tax files; Bookkeeping; Providing business information in the field of social media
- Class 036 — Insurance and financial services: Financial advice relating to tax; Real estate services, namely, tax appraisals; Providing financial information via a website
- Class 041 — Education and entertainment services: Education services, namely, providing non-downloadable webinars in the field of tax planning and preparation; Educational services, namely, conducting classes, seminars, and workshops in the field of tax planning and preparation; Bookkeeping instruction; Providing online, non-downloadable, short-form videos in the field of tax planning and preparation via social media websites
Owner
- Roderick Robeson CPA LLC, Austin, TX, US
Prosecution history
- 24 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 24 Feb 2026 — NEW APPLICATION ENTERED