| Serial Number | 99691339 |
| Word Mark | UPSTAXX |
| Filing Date | Monday, March 9, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Sunday, July 12, 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 | Providing a website featuring on-line non-downloadable software that enables users to organize and manage taxes, plan taxes, calculate taxes, track expenses, report taxes, prepare and file taxes, record and track tax deductions; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tax optimization, financial analysis, expense tracking, mileage tracking, bookkeeping, and invoicing; providing online non-downloadable software featuring an AI virtual financial assistant; cloud computing services featuring software for tax preparation and financial management. |
| Goods and Services | Downloadable software in the nature of a mobile application for tax preparation, tax optimization, financial planning, expense tracking, mileage tracking, bookkeeping, invoicing, and wealth management; downloadable and non-downloadable mobile applications featuring artificial intelligence- powered financial advisory tools for identifying tax deductions, tax credits, and tax savings strategies; software featuring an AI-powered virtual financial assistant for personalized tax and financial guidance. |
| Goods and Services | Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services |
| 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 | Monday, March 9, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, January 1, 2026 |
| First Use In Commerce Date | Thursday, January 1, 2026 |
| 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 | Monday, March 9, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 1, 2026 |
| First Use In Commerce Date | Thursday, January 1, 2026 |
| 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 | Monday, March 9, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, January 1, 2026 |
| First Use In Commerce Date | Thursday, January 1, 2026 |
| Party Name | UPSTAXX, LLC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | McLean, VA 22102 US |
| Event Date | Event Description |
| Monday, March 9, 2026 | NEW APPLICATION ENTERED |
| Monday, March 9, 2026 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, July 7, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 9, 2026 | ASSIGNED TO EXAMINER |
| Sunday, July 12, 2026 | NON-FINAL ACTION WRITTEN |
| Sunday, July 12, 2026 | NON-FINAL ACTION E-MAILED |
| Sunday, July 12, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |