Serial Number:
98200612
Mark:
TURBOINVESTOR
Status:
Publication/Registration review complete (By the Clerk)
Status Date:
10-30-2024
Filing Date:
Registration Number:
N/A
Registration Date:
N/A
Providing financial analysis of tax payments for tax planning purposes; financial consultation, advisory, and analysis services with regard to tax payment management for personal investments; online, real-time tax payment financial management and tax payment financial analysis services; financial services, namely, coordination, within a single account, of a personal investment portfolio's tax management needs; tax payment processing services; financial portfolio management that uses custom models and custom model allocations to create custom portfolios, all for purposes of minimizing costs, decreasing tax liability and decreasing volatility; tax savings account services provided by a tax withholding agent, namely, savings account services where funds are held in trust for others so that the funds may be used to pay tax liabilities; financial planning, namely, creating personalized strategies for achieving financial goals and minimizing income and estate tax liabilities Tax consultation, tax advisory, tax assessment, and tax preparation services; tax consultation, tax advisory, tax assessment, and tax preparation services relating to tax liability on personal investing activity; providing�calculation of tax payments for tax planning purposes Providing temporary use of online non-downloadable software for use in tax planning, tax calculation, and tax return preparation; Providing temporary use of online non-downloadable software for organizing, tracking and calculating tax liabilities on personal investing activity; providing temporary use of online non-downloadable software for importing information regarding personal investing activity and providing tax liability estimates on personal investments; providing temporary use of online non-downloadable software for providing consumers with a snapshot of their annual personal investment taxes, portfolio allocation, and performance insights; providing temporary use of online non-downloadable software for connecting consumers with experts that provide tax guidance on personal investment tax strategy; providing temporary use of online non-downloadable software for analyzing investments and developing personal tax optimization strategies; providing temporary use of online non-downloadable software to pre-populate tax forms with data from online personal investment accounts; accounts payable automation, namely, providing online non-downloadable software for use in streamlining data feed integration in the field of tax liabilities
Mark Description:
N/A
Class:
Scientific and technological services
Type of Mark:
Servicemark
Published for Opposition Date:
11-19-2024
Owner:
Mark Drawing Status:
4
Abandon Date:
N/A
Business Name:
801 CALIFORNIA STREET
Correspondent Name:
