| Serial Number | 87978877 |
| Word Mark | OPTIMA |
| Filing Date | Wednesday, May 10, 2017 |
| Status | 704 - PARTIAL SECTION 8 ACCEPTED |
| Status Date | Tuesday, October 14, 2025 |
| Registration Number | 5619272 |
| Registration Date | Tuesday, November 27, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 10, 2017 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of a winged bird flying above the mark "OPTIMA". |
| Goods and Services | Providing tax planning and consulting information in the field of social media; Providing an internet website portal offering information in the fields of tax planning, preparation, and compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, identity theft, and tax dispute resolution services; Promoting public awareness of identity theft signs and prevention; Business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to accountants and tax preparers; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Providing tax preparation referrals; Fraud and identity theft protection services, namely, monitoring consumer credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud, and providing an alert as to any changes therein for business purposes; Providing an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others |
| Goods and Services | [ Identity theft insurance consultation services; Design and development of identity theft insurance policies for others; Providing information in the field of identity theft insurance; Providing a website with client portal featuring information in the field of identity theft insurance; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing services ] |
| Goods and Services | Providing an internet website portal featuring technology enabling users to perform tax return preparation; Providing an interactive website featuring a portal featuring technology for users to review and exchange business and payment information; Fraud and identity theft protection services, namely, electronic monitoring of credit reports, the internet, and public records to facilitate the detection and prevention of identity theft and fraud via the internet |
| Goods and Services | Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Fraud and identity theft protection services, namely, forensic analysis of credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud |
| 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, May 15, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, October 4, 2018 |
| First Use In Commerce Date | Thursday, October 4, 2018 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Tuesday, October 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 4, 2018 |
| First Use In Commerce Date | Thursday, October 4, 2018 |
| 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, August 31, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, October 4, 2018 |
| First Use In Commerce Date | Thursday, October 4, 2018 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, May 15, 2017 |
| Primary Code | 045 |
| First Use Anywhere Date | Thursday, October 4, 2018 |
| First Use In Commerce Date | Thursday, October 4, 2018 |
| Party Name | Optima Tax Relief, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Ana, CA 92707 |
| Party Name | Optima Tax Relief, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Ana, CA 92704 |
| Party Name | Optima Tax Relief, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Ana, CA 92704 |
| Event Date | Event Description |
| Saturday, May 13, 2017 | NEW APPLICATION ENTERED |
| Monday, May 15, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 16, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, August 8, 2017 | ASSIGNED TO EXAMINER |
| Thursday, August 10, 2017 | NON-FINAL ACTION WRITTEN |
| Thursday, August 10, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, August 10, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 31, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 31, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 31, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, August 31, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 31, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 31, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, August 31, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 30, 2017 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Wednesday, September 20, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, September 21, 2017 | REVIEW OF CORRESPONDENCE COMPLETE |
| Tuesday, October 10, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 10, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 5, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, May 18, 2018 | SOU TEAS EXTENSION RECEIVED |
| Friday, May 18, 2018 | SOU EXTENSION 1 FILED |
| Friday, May 18, 2018 | SOU EXTENSION 1 GRANTED |
| Tuesday, May 22, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, October 9, 2018 | TEAS REQUEST TO DIVIDE RECEIVED |
| Tuesday, October 9, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, October 17, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, October 9, 2018 | DIVISIONAL REQUEST RECEIVED |
| Thursday, October 18, 2018 | DIVISIONAL PROCESSING COMPLETE |
| Tuesday, October 9, 2018 | USE AMENDMENT FILED |
| Thursday, October 18, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, October 19, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 24, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, October 25, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 27, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 27, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, October 23, 2024 | TEAS SECTION 8 RECEIVED |
| Monday, April 21, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, April 21, 2025 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Wednesday, September 24, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, September 24, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, September 24, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 24, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, September 24, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, September 24, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, September 30, 2025 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, October 14, 2025 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED |
| Tuesday, October 14, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Thursday, October 16, 2025 | TEAS SECTION 15 RECEIVED |
| Monday, October 20, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, October 20, 2025 | REGISTERED - SEC. 15 ACKNOWLEDGED |
| Monday, October 20, 2025 | SEC. 15 ACKNOWLEDGEMENT - E-MAILED |