| Trademark Snap Shot Amendment & Mail Processing Stylesheet (Table presents the data on Amendment & Mail Processing Complete) |
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OVERVIEW |
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| SERIAL NUMBER | 87444198 | FILING DATE | 05/10/2017 |
| REG NUMBER | 0000000 | REG DATE | N/A |
| REGISTER | PRINCIPAL | MARK TYPE | TRADEMARK |
| INTL REG # | N/A | INTL REG DATE | N/A |
| TM ATTORNEY | DINALLO, KEVIN M |
L.O. ASSIGNED | 107 |
PUB INFORMATION |
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| RUN DATE | 09/01/2017 | ||
| PUB DATE | N/A | ||
| STATUS | 680-APPROVED FOR PUBLICATION | ||
| STATUS DATE | 08/31/2017 | ||
| LITERAL MARK ELEMENT | OPTIMA | ||
| DATE ABANDONED | N/A | DATE CANCELLED | N/A |
| SECTION 2F | NO | SECTION 2F IN PART | NO |
| SECTION 8 | NO | SECTION 8 IN PART | NO |
| SECTION 15 | NO | REPUB 12C | N/A |
| RENEWAL FILED | NO | RENEWAL DATE | N/A |
| DATE AMEND REG | N/A | ||
FILING BASIS |
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| FILED BASIS | CURRENT BASIS | AMENDED BASIS | |||
| 1 (a) | NO | 1 (a) | NO | 1 (a) | NO |
| 1 (b) | YES | 1 (b) | YES | 1 (b) | NO |
| 44D | NO | 44D | NO | 44D | NO |
| 44E | NO | 44E | NO | 44E | NO |
| 66A | NO | 66A | NO | ||
| NO BASIS | NO | NO BASIS | NO | ||
MARK DATA |
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| STANDARD CHARACTER MARK | NO |
| LITERAL MARK ELEMENT | OPTIMA |
| MARK DRAWING CODE | 3-AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/LETTER(S)/NUMBER(S) |
| COLOR DRAWING FLAG | NO |
CURRENT OWNER INFORMATION |
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| PARTY TYPE | 10-ORIGINAL APPLICANT |
| NAME | Optima Tax Relief, LLC |
| ADDRESS | 3100 S. Harbor Blvd., Ste. 250 Santa Ana, CA 92704 |
| ENTITY | 16-LTD LIAB CO |
| CITIZENSHIP | California |
GOODS AND SERVICES |
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| INTERNATIONAL CLASS | 009 |
| DESCRIPTION TEXT | Downloadable computer software and mobile software application featuring interactive client portal for communicating with clients and exchanging forms, agreements and teaching materials in the field of tax preparation, planning, and compliance; Electronic downloadable publications, namely, brochures, booklets, forms, agreements, and teaching materials in the field of tax preparation, planning, and compliance; Downloadable electronic newsletters delivered by email in the field of tax preparation, planning, and compliance; Downloadable computer software and mobile application software for use in customer relationship management (CRM); Downloadable computer software and mobile application software featuring interactive client portal for monitoring client identity information in the field of identity theft; Electronic downloadable publications, namely, brochures, booklets, forms, agreements, and teaching materials in the field of identity theft; Downloadable electronic newsletters delivered by email in the field of identity theft |
| INTERNATIONAL CLASS | 016 |
| DESCRIPTION TEXT | Printed publications, namely, brochures, booklets, and teaching materials in the field of tax preparation, planning, and compliance; Printed publications, namely, brochures, booklets, and teaching materials in the field of identity theft signs and prevention |
| INTERNATIONAL CLASS | 035 |
| DESCRIPTION TEXT | Providing tax planning and consulting information in the field of social media; Providing an internet website portal offering information in the fields of tax planning, preparation, and compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, identity theft, and tax dispute resolution services; Promoting public awareness of identity theft signs and prevention; Business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to accountants and tax preparers; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; Providing tax preparation referrals; Fraud and identity theft protection services, namely, monitoring consumer credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud, and providing an alert as to any changes therein for business purposes; Providing an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others |
| INTERNATIONAL CLASS | 036 |
| DESCRIPTION TEXT | Identity theft insurance consultation services; Design and development of identity theft insurance policies for others; Providing information in the field of identity theft insurance; Providing a website with client portal featuring information in the field of identity theft insurance; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing services |
| INTERNATIONAL CLASS | 041 |
| DESCRIPTION TEXT | Educational services, namely, conducting classes, seminars, conferences, and workshops offered in person and online in the field of tax preparation and tax consultancy and distribution of course materials in connection therewith in printed or electronic format; Providing online newsletters in the field of tax planning, preparation, and compliance |
| INTERNATIONAL CLASS | 042 |
| DESCRIPTION TEXT | Providing an internet website portal featuring technology enabling users to perform tax return preparation; Providing an interactive website featuring a portal featuring technology for users to review and exchange business and payment information; Fraud and identity theft protection services, namely, electronic monitoring of credit reports, the internet, and public records to facilitate the detection and prevention of identity theft and fraud via the internet |
| INTERNATIONAL CLASS | 045 |
| DESCRIPTION TEXT | Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Fraud and identity theft protection services, namely, forensic analysis of credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud |
GOODS AND SERVICES CLASSIFICATION |
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| INTERNATIONAL CLASS | 009 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 016 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 035 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 036 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 041 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 042 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 045 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
MISCELLANEOUS INFORMATION/STATEMENTS |
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| CHANGE IN REGISTRATION | NO |
| COLORS CLAIMED STATEMENT | Color is not claimed as a feature of the mark. |
| DESCRIPTION OF MARK | The mark consists of a winged bird flying above the mark "OPTIMA". |
| OWNER OF US REG NOS | 4391736 |
PROSECUTION HISTORY |
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| DATE | ENT CD | ENT TYPE | DESCRIPTION | ENT NUM |
| 08/30/2017 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED | 015 |
| 08/31/2017 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | 014 |
| 08/31/2017 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | 013 |
| 08/31/2017 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | 012 |
| 08/31/2017 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | 011 |
| 08/31/2017 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | 010 |
| 08/31/2017 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | 009 |
| 08/31/2017 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | 008 |
| 08/10/2017 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 007 |
| 08/10/2017 | GNRT | F | NON-FINAL ACTION E-MAILED | 006 |
| 08/10/2017 | CNRT | R | NON-FINAL ACTION WRITTEN | 005 |
| 08/08/2017 | DOCK | D | ASSIGNED TO EXAMINER | 004 |
| 05/16/2017 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | 003 |
| 05/15/2017 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 002 |
| 05/13/2017 | NWAP | I | NEW APPLICATION ENTERED IN TRAM | 001 |
CURRENT CORRESPONDENCE INFORMATION |
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| ATTORNEY | Catherine Dobrowitsky |
| CORRESPONDENCE ADDRESS | CATHERINE DOBROWITSKY RIVENOAK LAW GROUP, P.C. P.O. BOX 1595 BIRMINGHAM, MI 48012 |
| DOMESTIC REPRESENTATIVE | NONE |