| Serial Number | 98116298 |
| Word Mark | TAX AUTOPILOT |
| Filing Date | Thursday, August 3, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 8, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 13, 2024 |
| Goods and Services | Financial planning; Financial planning consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage services; Insurance consultancy; Insurance information; Consulting and information concerning insurance; Financial services, namely, wealth management services |
| Goods and Services | Tax advisory services; Tax consulting services; Tax preparation services provided via the internet |
| Goods and Services | Legal services; Legal advisory services; Legal consultation services; Legal information services |
| NOT AVAILABLE | tax |
| Goods and Services | Software as a service (SAAS) services featuring software for tax management; Software as a service (SAAS) services featuring software for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software for interacting with complex products to reduce paperwork burdens, namely, software for communicating with financial institutions; Software as a service (SAAS) services featuring software for analyzing and reporting data; Software as a service (SAAS) services featuring software for automating tax preparation tasks; Software as a service (SAAS) services featuring software for management of investment portfolios; Software as a service (SAAS) services featuring software for use in the field of charitable giving, financial planning, and asset distribution, namely, software for finding charitable organizations, determining appropriate donation amounts, and donating money; Software as a service (SAAS) services featuring software for interacting with wealth management service providers; Software as a service (SAAS) services featuring software for use in the field of family offices services, namely, software for providing financial advice; Software as a service (SAAS) services featuring software for interacting with family office service providers; Software as a service (SAAS) services featuring software for use in the field of private banking services, namely, software for managing bank accounts, providing advice on portfolio management, tax, insurance, trust and estate planning matters; Software as a service (SAAS) services featuring software for interacting with private banking service providers; Software as a service (SAAS) services featuring software for use in the field of legal services, namely, software for communicating with legal institutions; Software as a service (SAAS) services featuring software for interacting with legal service providers; Software as a service (SAAS) services featuring software for know-your- customer compliance analysis; Software as a service (SAAS) services featuring software for risk and compliance analysis, management and monitoring, in the fields of KYC (Know Your Customer), and AML (Anti Money Laundering); Software as a service (SAAS) services featuring software using artificial intelligence for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with complex products to reduce paperwork burdens, namely, software for communicating with financial institutions; Software as a service (SAAS) services featuring software using artificial intelligence for analyzing and reporting data; Software as a service (SAAS) services featuring software using artificial intelligence for automating tax preparation tasks; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of wealth management; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of charitable giving, financial planning, and asset distribution, namely, software for finding charitable organizations, determining appropriate donation amounts, and donating money; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with wealth management service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of family offices services, namely, software for providing financial advice; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with family office service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of private banking services, namely, software for managing bank accounts, providing advice on portfolio management, tax, insurance, trust and estate planning matters; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with private banking service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of legal services, namely, software for communicating with legal institutions; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with legal service providers; Software as a service (SAAS) services featuring software using artificial intelligence for know-your-customer compliance analysis; Software as a service (SAAS) services featuring software using artificial intelligence for risk and compliance analysis, management and monitoring, in the fields of KYC (Know Your Customer), and AML (Anti Money Laundering) |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, September 3, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Sunday, September 3, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Sunday, September 3, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, September 3, 2023 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Black Ore Technologies Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Austin, TX 78758 |
| Party Name | Black Ore Technologies Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Austin, TX 78758 |
| Event Date | Event Description |
| Monday, August 7, 2023 | NEW APPLICATION ENTERED |
| Tuesday, January 9, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Sunday, September 3, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 9, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, January 9, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, April 3, 2024 | ASSIGNED TO EXAMINER |
| Monday, April 8, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, April 8, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, April 8, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 3, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 3, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 3, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 5, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 13, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 13, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 8, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |