| Serial Number | 99299601 |
| Word Mark | TURBOTAX |
| Filing Date | Wednesday, July 23, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Monday, March 9, 2026 |
| 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 | NOT AVAILABLE |
| Goods and Services | Downloadable and recorded computer software for tax planning, tax calculation, tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax deductible expenses; downloadable and recorded computer software for professional tax practice management; downloadable and recorded computer software for customers to directly deposit tax refunds into accounts at financial institutions; downloadable and recorded computer software for enabling communication between computers and mobile devices for use by tax professionals and customers; downloadable and recorded computer software for enabling users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of tax planning, tax return preparation, and tax return filing; downloadable and recorded computer software for importing financial data from other electronic services and software in the nature of data transfer; downloadable and recorded computer software for integrating tax-related data with online banking data; downloadable and recorded computer software for organizing, tracking, and reporting tax deductible expenses; downloadable and recorded computer software for pre-populating tax forms with tax data from online banking accounts; downloadable and recorded computer software for processing tax payments; downloadable and recorded computer software for use in providing assistance with regard to accounting and taxes in the nature of bookkeeping, financial analysis, tax calculation, preparing, planning, tax file management, and filing bookkeeping, financial analysis, tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; downloadable and recorded computer software for controlling access to, collaboration, and sharing of financial and business information, data, and documents; downloadable and recorded computer software for enabling electronic communication, via email, audio and video conferencing, or direct messaging, between technical support representatives and customers; downloadable and recorded computer software for providing online backup of electronic files; downloadable and recorded computer software for providing technical support that diagnoses hardware and software problems and enables user communication with technical support agents; downloadable and recorded computer software for applying artificial intelligence and machine learning to optimize tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for artificial intelligence processing and machine learning to assist users in tax calculation, preparation, planning, management, and filing; downloadable and recorded computer software for automated analysis of financial data and for producing automated insights to facilitate decision-making in tax return preparation and filing |
| Goods and Services | Consultation, advisory, analysis, and assistance services with regard to tax payment financial analysis, calculation of tax payments, and financial management; online banking services enabling users to directly deposit tax refunds into accounts at financial institutions; online financial services, namely electronic bill payment, direct debit fund transfers, funds transfers, money wire transfers, making check deposits, making remote check deposits, tax payment processing; transaction processing services for consumers, namely, processing of debit card transactions and tax payments and refunds in the nature of providing electronic processing of electronic charges and payments; provision of information concerning tax payment financial management |
| Goods and Services | Consultation and advisory services in the fields of accounting and taxes; electronic tax filing services; providing tax calculation, preparation, planning, tax file management, and filing services; association and membership services, namely promoting the business interests of member tax professionals, and providing tax professional business referrals, marketing, and business management services to member tax professionals; business consultation, advisory, analysis, and assistance services with regard to organizing, tracking, and reporting tax deductible expenses; marketing and promotional services for financial institutions and tax professionals; matching small business owners and consumers with professionals in the fields of accounting, finance, investments and tax; online business directories featuring financial advisors, tax professionals, and accountants; providing an online searchable database of tax professionals with the purpose of matching to customers; providing information concerning taxes, tax calculation, tax planning, tax return preparation, tax refunds in the nature of tax planning information, tax file management, preparation of tax forms, and tax returns filing |
| Pseudo Mark | TURBO TAX |
| Goods and Services | Providing online non-downloadable software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for organizing, tracking, and reporting tax deductible expenses; providing online non-downloadable software for processing tax payments; providing online non-downloadable software for professional tax practice management; software as a service (SAAS) services featuring software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; software as a service (SAAS) services featuring software for organizing, tracking, and reporting tax-deductible expenses; software as a service (SAAS) services featuring software for processing tax payments; providing online non-downloadable software for electronic communication, via email, audio and video conferencing, or direct messaging, between financial, business and tax professionals and customers; providing online non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing online non-downloadable software for multiple users to screen share and communicate audio and video conferencing or direct messaging for providing assistance with regard to accounting and taxes; providing online non-downloadable software for providing clients with tax filing assistance; providing online non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing online non-downloadable software for users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share documents, information, data, images, photographs, and electronic messages; providing online non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing online non-downloadable software for communication between computers an mobile devices for use by technical support representatives and customers; providing online non-downloadable software for providing technical support that diagnoses hardware and software problems and enables user communication with technical support agents; database integration services in the nature of software as a service (SAAS) services featuring software for database integration for financial institutions to integrate tax related data with online banking data; providing online non-downloadable software for online backup of electronic files; providing online non-downloadable software for applying artificial intelligence and machine learning to optimize tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for artificial intelligence processing and machine learning to assist users in tax calculation, tax return preparation, tax planning, tax records management, and tax return filing; providing online non-downloadable software for automated analysis of financial data and for producing automated insights to facilitate decision-making in tax return preparation and filing |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 23, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, October 16, 1984 |
| First Use In Commerce Date | Wednesday, October 17, 1984 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 23, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, September 30, 1984 |
| First Use In Commerce Date | Sunday, September 30, 1984 |
| 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 | Wednesday, July 23, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 31, 2009 |
| First Use In Commerce Date | Wednesday, September 30, 2009 |
| 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 | Wednesday, July 23, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, January 27, 1997 |
| First Use In Commerce Date | Friday, January 31, 1997 |
| Party Name | Intuit Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mountain View, CA 94043 US |
| Event Date | Event Description |
| Wednesday, July 23, 2025 | NEW APPLICATION ENTERED |
| Wednesday, July 23, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, December 1, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 10, 2025 | ASSIGNED TO EXAMINER |
| Thursday, December 11, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, December 11, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, December 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 27, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 27, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 27, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 9, 2026 | FINAL REFUSAL WRITTEN |
| Monday, March 9, 2026 | FINAL REFUSAL E-MAILED |
| Monday, March 9, 2026 | NOTIFICATION OF FINAL REFUSAL EMAILED |