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 99005398. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, January 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 Computer & Software Services & Scientific Services categories with the following description:

Tax fraud and identity theft consultation and alert services; Design and development of tax fraud identity theft and remediation for others; Providing information in the field of tax fraud and identity theft; Providing a website with client portal featuring information in the field of tax identity theft; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing; Tax payment processing services; Financial advice relating to tax;

Tax and taxation planning, advice, information and consultancy 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, 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...

Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Tax fraud and identity theft protection services, namely, monitoring and forensic analysis of IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud; Tax fraud and identity theft protection services, namely, notifying users and providing an alert 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;
optima tax shield

General Information


Serial Number99005398
Word MarkOPTIMA TAX SHIELD
Filing DateFriday, January 17, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, January 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe 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 ServicesTax fraud and identity theft consultation and alert services; Design and development of tax fraud identity theft and remediation for others; Providing information in the field of tax fraud and identity theft; Providing a website with client portal featuring information in the field of tax identity theft; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing; Tax payment processing services; Financial advice relating to tax;
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesTax and taxation planning, advice, information and consultancy 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, 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; Tax fraud and identity theft protection 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 an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others; Subscription-based online retail store services in the fields of tax fraud and identity theft protection services;
Goods and ServicesOnline social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Tax fraud and identity theft protection services, namely, monitoring and forensic analysis of IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud; Tax fraud and identity theft protection services, namely, notifying users and providing an alert 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;

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 Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, January 17, 2025
Primary Code042
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