CPA-VERIFIED SMB Trademark
Trademark Overview
On Wednesday, May 20, 2026, a trademark application was filed for CPA-VERIFIED SMB with the United States Patent and Trademark Office. The USPTO has given the CPA-VERIFIED SMB trademark a serial number of 99836611. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 20, 2026. This trademark is owned by SoForma. The CPA-VERIFIED SMB trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Business consulting services in the field of small and medium-sized business mergers, acquisitions, and ownership transitions; providing an online platform for structured financial verification and exit readiness preparation for small and medium-sized businesses; business due diligence consulting services
Financial due diligence services in the field of small and medium-sized business acquisitions; financial verification services for small and medium-sized businesses preparing for sale or ownership transition
General Information
| Serial Number | 99836611 |
| Word Mark | CPA-VERIFIED SMB |
| Filing Date | Wednesday, May 20, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, May 20, 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
| Pseudo Mark | CERTIFIED PUBLIC ACCOUNTANT VERIFIED SMALL MEDIUM BUSINESS |
| Pseudo Mark | CPA VERIFIED SMB |
| Goods and Services | Business consulting services in the field of small and medium-sized business mergers, acquisitions, and ownership transitions; providing an online platform for structured financial verification and exit readiness preparation for small and medium-sized businesses; business due diligence consulting services |
| Pseudo Mark | CERTIFIED PUBLIC ACCOUNTANT VERIFIED SMALL TO MEDIUM BUSINESS |
| Pseudo Mark | CERTIFIED PUBLIC ACCOUNTANT VERIFIED SMALL AND MEDIUM BUSINESS |
| Goods and Services | Financial due diligence services in the field of small and medium-sized business acquisitions; financial verification services for small and medium-sized businesses preparing for sale or ownership transition |
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 | Wednesday, May 20, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, May 1, 2026 |
| First Use In Commerce Date | Friday, May 1, 2026 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 20, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 1, 2026 |
| First Use In Commerce Date | Friday, May 1, 2026 |
Trademark Owner History
| Party Name | SoForma |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Miami, FL 33129
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 20, 2026 | NEW APPLICATION ENTERED |
| Wednesday, May 20, 2026 | APPLICATION FILING RECEIPT MAILED |
