TAX ALPHA COMPANIES
Live / Applied — New application — not yet assigned to an examiner (as of 23 Mar 2026)
What this means for you
Not registered yet, but its 23 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
- 99718763
- Mark type
- Design + words
- Filed
- 23 Mar 2026
- Attorney of record
- KATELYN J DOUGHERTY
Goods and services
- Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services; Providing business continuity consulting; Business consulting and information services; Business consultancy; Business consulting services in the field of Wealth preservation planning & strategies, capital deployment planning & strategies, tax-advantaged investment planning & strategies, business exit planning & strategies, commercial real estate transactions, and eminent domain compensation & tax related strategies.
- Class 036 — Insurance and financial services: Financial advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Real estate investment consultancy; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial planning, namely, relating to commercial real estate transactions; capital gains tax mitigation and reinvestment strategies; eminent domain compensation and tax related strategies, and private equity, private credit, venture capital, and institutional investment opportunities
- Class 041 — Education and entertainment services: Education services, namely, providing seminars, workshops, and online content in the field of capital gains tax mitigation and wealth preservation; tax-advantaged investment strategies and real estate reinvestment planning; eminent domain compensation and tax related strategies; and general tax-advantaged investment strategies, capital gains tax mitigation and wealth preservation, and business sales, mergers, acquisitions and business valuations.
Owner
- TAX ALPHA SOLUTIONS, LLC, Tampa, FL, US
Prosecution history
- 23 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 23 Mar 2026 — NEW APPLICATION ENTERED