Trademark Overview
On Monday, March 9, 2026, a trademark application was filed for UPSTAXX with the United States Patent and Trademark Office. The USPTO has given the UPSTAXX trademark a serial number of 99691339. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 9, 2026. This trademark is owned by UPSTAXX, LLC.. The UPSTAXX trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
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.
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.
Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services
