| Serial Number | 99299601 |
| Word Mark | TURBOTAX |
| Filing Date | Wednesday, July 23, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, July 23, 2025 |
| 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 | Computer software for tax planning, tax calculation, tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax deductible expensesÍž computer software for professional tax practice management; computer software for customers to directly deposit tax refunds into accounts at financial institutions; computer software for enabling communication between tax professionals and customers; 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; computer software for importing financial data from other electronic services and software; computer software for integrating tax-related data with online banking data; computer software for organizing, tracking, and reporting tax deductible expenses; computer software for pre-populating tax forms with tax data from online banking accounts; computer software for processing tax payments; computer software for use in providing assistance with regard to accounting and taxes; computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; computer software for controlling access to, collaboration, and sharing of financial and business information, data, and documents; computer software for enabling communication between technical support representatives and customers; computer software for providing online backup of electronic files; computer software for providing technical support; computer software for applying artificial intelligence and machine learning to optimize tax calculation, preparation, planning, management, and filing; computer software for artificial intelligence processing and machine learning to assist users in tax calculation, preparation, planning, management, and filing; 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, and 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 transfers, funds transfers, wire transfers, making deposits, making remote deposits, tax payment processing; transaction processing services for consumers, namely, processing of debit card transactions and tax payments and refunds; 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, management, and filing services; association and membership services, namely promoting the interests of, and providing business referral, marketing, and business management services to member tax professionals; 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, tax management, preparation of tax forms, and tax returns filing |
| Goods and Services | Providing non-downloadable software for tax calculation, preparation, planning, management, and filing; providing non-downloadable software for organizing, tracking, and reporting tax deductible expenses; providing non-downloadable software for processing tax payments; providing non-downloadable software for professional tax practice management; software as a service (SAAS) services featuring software for tax calculation, preparation, planning, management, and 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 non-downloadable software for communication between financial, business and tax professionals and customers; providing non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing non-downloadable software for multiple users to screen share and communicate for providing assistance with regard to accounting and taxes; providing non-downloadable software for providing clients with tax assistance; providing non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing 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 non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing an online forum for users to post and respond to questions in the field of tax; providing non-downloadable software for communication between technical support representatives and customers; providing non-downloadable software for providing technical support; database integration services and data integration services for financial institutions to integrate tax related data with online banking data; providing non-downloadable software for online backup of electronic files; providing non-downloadable software for applying artificial intelligence and machine learning to optimize tax calculation, preparation, planning, management, and filing; providing non-downloadable software for artificial intelligence processing and machine learning to assist users in tax calculation, preparation, planning, management, and filing; providing 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 | 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 | 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 | 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 |
| Event Date | Event Description |
| Wednesday, July 23, 2025 | NEW APPLICATION ENTERED |
| Wednesday, July 23, 2025 | APPLICATION FILING RECEIPT MAILED |