TAX ALPHA COMPANIES Trademark

Trademark Overview


On Monday, March 23, 2026, a trademark application was filed for TAX ALPHA COMPANIES with the United States Patent and Trademark Office. The USPTO has given the TAX ALPHA COMPANIES trademark a serial number of 99718763. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 23, 2026. This trademark is owned by TAX ALPHA SOLUTIONS, LLC. The TAX ALPHA COMPANIES trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Tax and taxation planning, advice, information and consultancy services; Providing business continuity consulting; Business consulting and information services; Business consultancy; Business consulting services in the field of Wealth preservation planning & strategies, capital deployment planning & strategies, tax-advantaged investment planning & strategies, business exit planning & strategies, commercial real estate transactions, and eminent domain compensation & tax related strategies.

Financial advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Real estate investment consultancy; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial planning, namely, relating to commercial real estate transactions; capital gains tax mitigation and reinvestment strategies; eminent domain compensation and tax related strategies, and private equity, private credit, venture capital, and institutional investment opportunities

Education services, namely, providing seminars, workshops, and online content in the field of capital gains tax mitigation and wealth preservation; tax-advantaged investment strategies and real estate reinvestment planning; eminent domain compensation and tax related strategies; and general tax-advantaged investment strategies, capital gains tax mitigation and wealth preservation, and business sales, mergers, acquisitions and business valuations.
tax alpha companies

General Information


Serial Number99718763
Word MarkTAX ALPHA COMPANIES
Filing DateMonday, March 23, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, March 23, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


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 business continuity consulting; Business consulting and information services; Business consultancy; Business consulting services in the field of Wealth preservation planning & strategies, capital deployment planning & strategies, tax-advantaged investment planning & strategies, business exit planning & strategies, commercial real estate transactions, and eminent domain compensation & tax related strategies.
Description of MarkThe mark consists of the word “TAX” in large, upper case, bold, block letters. The left side of the “X” is represented by a rightwards arrow with a short tail extending towards the left. Directly under the “A” in the word “TAX” sits the word “ALPHA” in small, upper-case, bold, block letters. Under the “X” and to the right of the word “ALPHA” sits the word “COMPANIES” in small, thin, upper-case, block letters.
Goods and ServicesFinancial advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Real estate investment consultancy; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial planning, namely, relating to commercial real estate transactions; capital gains tax mitigation and reinvestment strategies; eminent domain compensation and tax related strategies, and private equity, private credit, venture capital, and institutional investment opportunities
Goods and ServicesEducation services, namely, providing seminars, workshops, and online content in the field of capital gains tax mitigation and wealth preservation; tax-advantaged investment strategies and real estate reinvestment planning; eminent domain compensation and tax related strategies; and general tax-advantaged investment strategies, capital gains tax mitigation and wealth preservation, and business sales, mergers, acquisitions and business valuations.

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 23, 2026
Primary Code035
First Use Anywhere DateThursday, August 22, 2024
First Use In Commerce DateWednesday, January 1, 2025

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 23, 2026
Primary Code036
First Use Anywhere DateThursday, August 22, 2024
First Use In Commerce DateWednesday, January 1, 2025

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, March 23, 2026
Primary Code041
First Use Anywhere DateThursday, August 22, 2024
First Use In Commerce DateWednesday, January 1, 2025

Trademark Owner History


Party NameTAX ALPHA SOLUTIONS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTampa, FL 33602
US

Trademark Events


Event DateEvent Description
Monday, March 23, 2026NEW APPLICATION ENTERED
Monday, March 23, 2026APPLICATION FILING RECEIPT MAILED