CERTIFIED TAX PLANNING ADVISOR Trademark
Trademark Overview
On Monday, March 23, 2026, a trademark application was filed for CERTIFIED TAX PLANNING ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED TAX PLANNING ADVISOR trademark a serial number of 99719393. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 23, 2026. This trademark is owned by Trinity Tax Strategies LLC. The CERTIFIED TAX PLANNING ADVISOR trademark is filed in the Advertising, Business and Retail Services category with the following description:
Tax planning; Family office services in the nature of tax planning; Tax and taxation planning, advice, information and consultancy services
General Information
| Serial Number | 99719393 |
| Word Mark | CERTIFIED TAX PLANNING ADVISOR |
| Filing Date | Monday, March 23, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, March 23, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Tax planning; Family office services in the nature of tax planning; Tax and taxation planning, advice, information and consultancy services |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 23, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Trinity Tax Strategies LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Richardson, TX 75080
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 23, 2026 | NEW APPLICATION ENTERED |
| Monday, March 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 23, 2026 | APPLICATION FILING RECEIPT MAILED |
