OPTIMA TAX SHIELD Trademark

Trademark Overview


On Friday, January 17, 2025, a trademark application was filed for OPTIMA TAX SHIELD with the United States Patent and Trademark Office. The USPTO has given the OPTIMA TAX SHIELD trademark a serial number of 99005380. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Wednesday, December 17, 2025. This trademark is owned by Optima Tax Relief, LLC. The OPTIMA TAX SHIELD trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Communication Services categories with the following description:

Financial advisory and consultancy services in the field of tax fraud and identity theft; Providing advice and consultation in the field of tax fraud and identity theft;

Promoting public awareness of tax fraud and identity theft; Promoting public awareness of tax fraud and identity theft signs and prevention; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Business monitoring services, namely, monitoring IRS transcripts, tax-related notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud, and providing an alert as to any changes therein for business purposes;

Telecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet concerning personal data security, namely, possible fraud and identity theft for fraud prevention purposes;
optima tax shield

General Information


Serial Number99005380
Word MarkOPTIMA TAX SHIELD
Filing DateFriday, January 17, 2025
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateWednesday, December 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services in the field of tax fraud and identity theft; Providing advice and consultation in the field of tax fraud and identity theft;
Goods and ServicesPromoting public awareness of tax fraud and identity theft; Promoting public awareness of tax fraud and identity theft signs and prevention; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Business monitoring services, namely, monitoring IRS transcripts, tax-related notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud, and providing an alert as to any changes therein for business purposes;
Goods and ServicesTelecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet concerning personal data security, namely, possible fraud and identity theft for fraud prevention purposes;
NOT AVAILABLETAX SHIELD

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 17, 2025
Primary Code035
First Use Anywhere DateFriday, January 10, 2025
First Use In Commerce DateFriday, January 10, 2025

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 17, 2025
Primary Code036
First Use Anywhere DateFriday, January 10, 2025
First Use In Commerce DateFriday, January 10, 2025

International Class038 - Services allowing people to communicate with another by a sensory means.
US Class Codes100, 101, 104
Class Status Code6 - Active
Class Status DateFriday, September 26, 2025
Primary Code038
First Use Anywhere DateFriday, January 10, 2025
First Use In Commerce DateFriday, January 10, 2025

Trademark Owner History


Party NameOptima Tax Relief, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSanta Ana, CA 92707

Trademark Events


Event DateEvent Description
Friday, January 17, 2025NEW APPLICATION ENTERED
Wednesday, June 18, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 26, 2025ASSIGNED TO EXAMINER
Monday, June 30, 2025NON-FINAL ACTION WRITTEN
Monday, June 30, 2025NON-FINAL ACTION E-MAILED
Monday, June 30, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 26, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 26, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, September 27, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 24, 2025NON-FINAL ACTION WRITTEN
Friday, October 24, 2025NON-FINAL ACTION E-MAILED
Friday, October 24, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 17, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 17, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 17, 2025TEAS/EMAIL CORRESPONDENCE ENTERED