UPSTAXX
Live / Applied — New application — not yet assigned to an examiner (as of 09 Mar 2026)
What this means for you
Not registered yet, but its 09 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
- 99691339
- Mark type
- Stylized text
- Filed
- 09 Mar 2026
- Attorney of record
- RISHELE ELLISON
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable software in the nature of a mobile application for tax preparation, tax optimization, financial planning, expense tracking, mileage tracking, bookkeeping, invoicing, and wealth management; downloadable and non-downloadable mobile applications featuring artificial intelligence- powered financial advisory tools for identifying tax deductions, tax credits, and tax savings strategies; software featuring an AI-powered virtual financial assistant for personalized tax and financial guidance.
- Class 036 — Insurance and financial services: Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services
- Class 042 — Scientific and technological services: Providing a website featuring on-line non-downloadable software that enables users to organize and manage taxes, plan taxes, calculate taxes, track expenses, report taxes, prepare and file taxes, record and track tax deductions; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tax optimization, financial analysis, expense tracking, mileage tracking, bookkeeping, and invoicing; providing online non-downloadable software featuring an AI virtual financial assistant; cloud computing services featuring software for tax preparation and financial management.
Owner
- UPSTAXX, LLC., McLean, VA, US
Prosecution history
- 09 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 09 Mar 2026 — NEW APPLICATION ENTERED