INVESTING ACCOUNTING TAX YOU Trademark
Trademark Overview
On Monday, October 20, 2025, a trademark application was filed for INVESTING ACCOUNTING TAX YOU with the United States Patent and Trademark Office. The USPTO has given the INVESTING ACCOUNTING TAX YOU trademark a serial number of 99452508. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, March 18, 2026. This trademark is owned by Woodford Financial PLLC. The INVESTING ACCOUNTING TAX YOU trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning for retirement; Financial planning; Investment management; Debt management consultation; Financial advice in the field of taxes; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
General Information
| Serial Number | 99452508 |
| Word Mark | INVESTING ACCOUNTING TAX YOU |
| Filing Date | Monday, October 20, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, March 18, 2026 |
| 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 | Tuesday, April 7, 2026 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial planning for retirement; Financial planning; Investment management; Debt management consultation; Financial advice in the field of taxes; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs |
| Description of Mark | The mark consists of three overlapping circles resulting in an overlapping area with the word "YOU" inside. Inside the upper left circle is the word "INVESTING." Inside the upper right circle is the word "ACCOUNTING". Inside the bottom circle is the word "TAX". |
| NOT AVAILABLE | "INVESTING ACCOUNTING TAX" |
Classification Information
| 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 | Monday, October 20, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 6, 2025 |
| First Use In Commerce Date | Monday, October 6, 2025 |
Trademark Owner History
| Party Name | Woodford Financial PLLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Versailles, KY 40383
US |
Trademark Events
| Event Date | Event Description |
| Monday, October 20, 2025 | NEW APPLICATION ENTERED |
| Monday, October 20, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, March 4, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 4, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, March 6, 2026 | ASSIGNED TO EXAMINER |
| Thursday, March 12, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, March 12, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 12, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 12, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, March 12, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
