| Serial Number | 98084248 |
| Word Mark | TAXALYTICAL |
| Filing Date | Thursday, July 13, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 16, 2024 |
| Registration Number | 7447812 |
| Registration Date | Tuesday, July 16, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 30, 2024 |
| Description of Mark | The mark consists of "TAXALYTICAL" in stylized font. Above the wording is a design consisting of three stylized circles attached to each other. |
| Goods and Services | Advice on finance during retirement; Financial advisory and consultancy services; Financial advisory and consultancy services in the fields of wealth development and management, pension and retirement, financial planning and retirement plans, and personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Providing financial information; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Accounting advisory services; Accounting consultation; Accounting services; Bookkeeping; Payroll preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax filing services; Tax preparation; Administration of business payroll for others; Business management consultation and services, namely, managing and administering non-core functions, namely, mailing and shipping, records management, information services, administration, payroll and accounting, and telemarketing 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 | Sunday, August 13, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, June 30, 2023 |
| First Use In Commerce Date | Friday, June 30, 2023 |
| 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, August 13, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 30, 2023 |
| First Use In Commerce Date | Friday, June 30, 2023 |
| Party Name | Taxalytical Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Mukilteo, WA 98275 |
| Party Name | Taxalytical Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Mukilteo, WA 98275 |
| Party Name | Taxalytical Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mukilteo, WA 98275 |
| Event Date | Event Description |
| Monday, July 17, 2023 | NEW APPLICATION ENTERED |
| Tuesday, August 15, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, August 13, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 21, 2024 | ASSIGNED TO EXAMINER |
| Sunday, March 24, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, March 24, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Sunday, March 24, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Sunday, March 24, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Sunday, March 24, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 30, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 16, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 16, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 16, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |