| Serial Number | 99386968 |
| Word Mark | O SERIES |
| Filing Date | Thursday, September 11, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, June 16, 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 | Tuesday, June 16, 2026 |
| Goods and Services | Downloadable computer software for assisting businesses in tax planning, assessment, and compliance; Downloadable printable educational materials in the field of tax planning, assessment, and compliance |
| Goods and Services | Providing a website featuring on-line non-downloadable software that enables users to maintain global compliance in tax planning assessment; Platform as a service (PAAS) featuring computer software platforms for tax research, assessment and compliance information and tax preparation and filing tools; Software as a service (SAAS) services featuring software for assisting businesses in the field of tax planning, assessment and compliance |
| Goods and Services | Educational services, namely providing training, classes, courses, conferences, seminars and continuing professional education (CPE) accredited classes in the fields of tax and accounting, tax research and tax filings and distribution of educational materials in connection therewith; Educational services, namely, providing non-downloadable webcasts in the field of tax and accounting, tax research and tax filings and distribution of educational materials in connection therewith; Providing online non-downloadable books, magazines, and pamphlets all featuring tax research, assessment and compliance information and tax preparation and filing tools |
| Goods and Services | Printed books, magazines, and pamphlets all featuring tax research, assessment and compliance information and tax preparation and filing tools |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 11, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, March 24, 2003 |
| First Use In Commerce Date | Monday, March 24, 2003 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 11, 2025 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 11, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, March 24, 2003 |
| First Use In Commerce Date | Monday, March 24, 2003 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 11, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, November 30, 2009 |
| First Use In Commerce Date | Monday, November 30, 2009 |
| Party Name | Vertex, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | King of Prussia, PA 19406 US |
| Party Name | Vertex, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | King of Prussia, PA 19406 US |
| Event Date | Event Description |
| Thursday, September 11, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 11, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, February 3, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 4, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, February 18, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 18, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 18, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 18, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 18, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 18, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 21, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 10, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 16, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 16, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |