| Serial Number | 99005398 |
| Word Mark | OPTIMA TAX SHIELD |
| Filing Date | Friday, January 17, 2025 |
| Status | 601 - ABANDONED - EXPRESS |
| Status Date | Saturday, January 24, 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 | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | 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; |
| NOT AVAILABLE | TAX |
| Goods and Services | 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; Providing tax preparation referrals; 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; Providing an online portal for users to review and exchange business and commercial information, namely, the business and commercial services of others; |
| Goods and Services | 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; |
| Description of Mark | The mark consists of the mark OPTIMA with a stylized shield around the letter O and to the right the word TAX stacked above the word SHIELD. |
| Goods and Services | 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, namely, monitoring IRS transcripts, 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; Providing subscription-based temporary use of on-line non-downloadable software for use in the field of tax fraud and identity theft protection services; |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 17, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, January 10, 2025 |
| First Use In Commerce Date | Friday, January 10, 2025 |
| 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 | Friday, January 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 10, 2025 |
| First Use In Commerce Date | Friday, January 10, 2025 |
| International Class | 038 - Services allowing people to communicate with another by a sensory means. |
| US Class Codes | 100, 101, 104 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 26, 2025 |
| Primary Code | 038 |
| First Use Anywhere Date | Friday, January 10, 2025 |
| First Use In Commerce Date | Friday, January 10, 2025 |
| 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 | Friday, January 17, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, January 10, 2025 |
| First Use In Commerce Date | Friday, January 10, 2025 |
| Party Name | Optima Tax Relief, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Ana, CA 92707 |
| Event Date | Event Description |
| Friday, January 17, 2025 | NEW APPLICATION ENTERED |
| Wednesday, June 18, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 18, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, June 26, 2025 | ASSIGNED TO EXAMINER |
| Monday, June 30, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, June 30, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, June 30, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 26, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, September 26, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 26, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 24, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, October 24, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 23, 2026 | TEAS EXPRESS ABANDONMENT RECEIVED |
| Saturday, January 24, 2026 | ABANDONMENT - EXPRESS MAILED |
| Saturday, January 24, 2026 | ABANDONMENT NOTICE E-MAILED - EXPRESS ABANDONMENT |