FORWARD TAX SOLUTIONS Trademark
Trademark Overview
On Monday, June 2, 2025, a trademark application was filed for FORWARD TAX SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the FORWARD TAX SOLUTIONS trademark a serial number of 99213068. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, October 21, 2025. This trademark is owned by Insight Wealth Solutions, LLC. The FORWARD TAX SOLUTIONS trademark is filed in the Advertising, Business and Retail Services category with the following description:
Tax planning; Tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax preparation; Tax filing services
General Information
| Serial Number | 99213068 |
| Word Mark | FORWARD TAX SOLUTIONS |
| Filing Date | Monday, June 2, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, October 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a leaf design to the left of the word FORWARD in all capital letters above the words TAX SOLUTIONS in all capital letters. There are horizontal lines above FORWARD and to the left and right of TAX SOLUTIONS. |
| Goods and Services | Tax planning; Tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax preparation; Tax filing 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, June 2, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, August 31, 2023 |
| First Use In Commerce Date | Thursday, August 31, 2023 |
Trademark Owner History
| Party Name | Insight Wealth Solutions, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houghton, MI 49931 |
Trademark Events
| Event Date | Event Description |
| Monday, June 2, 2025 | NEW APPLICATION ENTERED |
| Monday, June 2, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, October 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 7, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 21, 2025 | ASSIGNED TO EXAMINER |
