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 NON-FINAL ACTION - MAILED as of Friday, October 24, 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, Communication Services, and Computer & Software Services & Scientific Services categories with the following description:
Telecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet or cellular data concerning possible fraud and identity theft for fraud prevention purposes;
Tax and taxation planning, advice, information and consultancy services; Providing tax planning and consulting information in the field of social media advertising; Providing an internet website portal offering information in the fields of tax planning, preparation, and regulatory compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, tax fraud and identity theft, and tax dispute resolution services; Promoting public awareness of tax fraud and 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; Pr...
Financial advisory and consultancy services in the field of tax fraud and identity theft; Financial asset protection services, namely, designing and developing tax fraud identity theft remediation for others; Providing advice and consultation in the field of tax fraud and identity theft; Providing an Internet website portal featuring information in the field of tax identity theft; Financial advice relating to tax;
Computer security services for protecting data and information from unauthorized access, namely, tax fraud and identity theft; Computer services, namely, creating an online community for registered users to participate in discussions, get feedback from their peers, and engage in social networking in the field of tax and identity theft monitoring and prevention provided via a website; Monitoring and forensic analysis of IRS transcripts, notices and reports, the internet and public records for detection and prevention of identity theft and tax fraud; Computer security services, namely, tax fraud and identity theft protection services, whereby users are notified and provided alerts as to any changes in a user's IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud; Providing an internet website portal featuring technology enabling users to perform tax return preparation; Computer security services, ...
