YOUR TRAVELING CPA

Live / Applied — New application — not yet assigned to an examiner (as of 03 Mar 2026)

What this means for you

Not registered yet, but its 03 Mar 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
99680597
Mark type
Stylized text
Filed
03 Mar 2026
Attorney of record
Amanda Westfall

Goods and services

  • Class 035 — Advertising and business services: Tax preparation services; bookkeeping; financial statement preparation for businesses and business management; tax planning; business consulting services; forensic accounting services
  • Class 036 — Insurance and financial services: financial forecasting services; cash flow management services; financial planning for all stages of life; financial planning services for retirement; wealth transfer planning; estate administration services at the request of executors and probate attorneys, namely, estate accounting, estate asset assessment, providing guidance on annuities and life insurance, and planning for final distribution of assets to beneficiaries
  • Class 045 — Legal and security services: litigation support services, namely, in accounting and finance

Owner

Prosecution history

  • 03 Mar 2026 — APPLICATION FILING RECEIPT MAILED
  • 03 Mar 2026 — NEW APPLICATION ENTERED

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