Extension of Time to File SOU

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1581 (Rev 09/2005)

OMB No. 0651-0054 (Exp 12/31/2020)

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Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1581 (Rev 09/2005)

OMB No. 0651-0054 (Exp 12/31/2020)

SOU Extension Request
(15 U.S.C. Section 1051(d))

To the Commissioner for Trademarks:

MARK: OPTIMA (stylized and/or with design)
SERIAL NUMBER: 87444198

The applicant, Optima Tax Relief, LLC, having an address of
      3100 S. Harbor Blvd., Ste. 250
      Santa Ana, California 92704
      United States
requests a six-month extension of time to file the Statement of Use under 37 C.F.R. Section 2.89 in this application.    The Notice of Allowance mailing date was 12/05/2017.

For International Class 009:
Current identification: 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

For a trademark/service mark: The applicant has a continued bona fide intention, and is entitled, to use the mark in commerce on or in connection with all of the goods/services listed in the Notice of Allowance or as subsequently modified for this specific class; for a collective/certification mark: the applicant has a continued bona fide intention, and is entitled, to exercise legitimate control over the use of the mark in commerce on or in connection with the goods/services/collective membership organization listed in the Notice of Allowance, or as subsequently modified for this specific class.


For International Class 016:
Current identification: 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

For a trademark/service mark: The applicant has a continued bona fide intention, and is entitled, to use the mark in commerce on or in connection with all of the goods/services listed in the Notice of Allowance or as subsequently modified for this specific class; for a collective/certification mark: the applicant has a continued bona fide intention, and is entitled, to exercise legitimate control over the use of the mark in commerce on or in connection with the goods/services/collective membership organization listed in the Notice of Allowance, or as subsequently modified for this specific class.


For International Class 035:
Current identification: 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

For a trademark/service mark: The applicant has a continued bona fide intention, and is entitled, to use the mark in commerce on or in connection with all of the goods/services listed in the Notice of Allowance or as subsequently modified for this specific class; for a collective/certification mark: the applicant has a continued bona fide intention, and is entitled, to exercise legitimate control over the use of the mark in commerce on or in connection with the goods/services/collective membership organization listed in the Notice of Allowance, or as subsequently modified for this specific class.


For International Class 036:
Current identification: 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

For a trademark/service mark: The applicant has a continued bona fide intention, and is entitled, to use the mark in commerce on or in connection with all of the goods/services listed in the Notice of Allowance or as subsequently modified for this specific class; for a collective/certification mark: the applicant has a continued bona fide intention, and is entitled, to exercise legitimate control over the use of the mark in commerce on or in connection with the goods/services/collective membership organization listed in the Notice of Allowance, or as subsequently modified for this specific class.


For International Class 041:
Current identification: 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

For a trademark/service mark: The applicant has a continued bona fide intention, and is entitled, to use the mark in commerce on or in connection with all of the goods/services listed in the Notice of Allowance or as subsequently modified for this specific class; for a collective/certification mark: the applicant has a continued bona fide intention, and is entitled, to exercise legitimate control over the use of the mark in commerce on or in connection with the goods/services/collective membership organization listed in the Notice of Allowance, or as subsequently modified for this specific class.


For International Class 042:
Current identification: 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

For a trademark/service mark: The applicant has a continued bona fide intention, and is entitled, to use the mark in commerce on or in connection with all of the goods/services listed in the Notice of Allowance or as subsequently modified for this specific class; for a collective/certification mark: the applicant has a continued bona fide intention, and is entitled, to exercise legitimate control over the use of the mark in commerce on or in connection with the goods/services/collective membership organization listed in the Notice of Allowance, or as subsequently modified for this specific class.


For International Class 045:
Current identification: 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

For a trademark/service mark: The applicant has a continued bona fide intention, and is entitled, to use the mark in commerce on or in connection with all of the goods/services listed in the Notice of Allowance or as subsequently modified for this specific class; for a collective/certification mark: the applicant has a continued bona fide intention, and is entitled, to exercise legitimate control over the use of the mark in commerce on or in connection with the goods/services/collective membership organization listed in the Notice of Allowance, or as subsequently modified for this specific class.


This is the first extension request.



A fee payment in the amount of $875 will be submitted with the form, representing payment for 7 classes.


Declaration



Original PDF file:
hw_6858160141-141303674_.__for_Extension_of_Time_to_File_Stmt_of_Use_executed_05_17_18.pdf
Converted PDF file(s) (1 page)
Signature File1

Signatory's Name: Jesse E. Stockwell
Signatory's Position: Managing Member

RAM Sale Number: 87444198
RAM Accounting Date: 05/21/2018

Serial Number: 87444198
Internet Transmission Date: Fri May 18 14:21:30 EDT 2018
TEAS Stamp: USPTO/ESU-XX.XX.XXX.XXX-2018051814213064
4375-87444198-6102da9b279e4b965859d8a3e0
1346293446dabc4e329bd1dd44af12a059c22238
-CC-608-20180518141303674575