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) |
Request for Extension of Time to File a Statement of Use
(15 U.S.C. Section 1051(d))
The table below presents the data as entered.
Input Field
|
Entered
|
SERIAL NUMBER |
87444198 |
LAW OFFICE ASSIGNED |
LAW OFFICE 107 |
MARK SECTION |
MARK |
OPTIMA (stylized and/or with design) |
STANDARD CHARACTERS |
NO |
USPTO-GENERATED IMAGE |
NO |
MISCELLANEOUS STATEMENTS SECTION |
MISCELLANEOUS STATEMENT |
Applicant has submitted a request to divide in conjunction with the statement of use. |
OWNER SECTION |
NAME |
Optima Tax Relief, LLC |
STREET |
3100 S. Harbor Blvd., Ste. 250 |
CITY |
Santa Ana |
STATE |
California |
ZIP/POSTAL CODE |
92704 |
COUNTRY |
United States |
GOODS AND/OR SERVICES SECTION |
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 |
GOODS OR SERVICES |
KEEP ALL LISTED |
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 |
GOODS OR SERVICES |
KEEP ALL LISTED |
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 |
GOODS OR SERVICES |
DELETE ALL ITU GOODS/SERVICES IN THIS CLASS OR PROCESS ACCORDING TO STATEMENT OF USE AND/OR REQUEST TO DIVIDE |
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 |
GOODS OR SERVICES |
DELETE ALL ITU GOODS/SERVICES IN THIS CLASS OR PROCESS ACCORDING TO STATEMENT OF USE AND/OR REQUEST TO DIVIDE |
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 |
GOODS OR SERVICES |
KEEP ALL LISTED |
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 |
GOODS OR SERVICES |
DELETE ALL ITU GOODS/SERVICES IN THIS CLASS OR PROCESS ACCORDING TO STATEMENT OF USE AND/OR REQUEST TO DIVIDE |
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 |
GOODS OR SERVICES |
DELETE ALL ITU GOODS/SERVICES IN THIS CLASS OR PROCESS ACCORDING TO STATEMENT OF USE AND/OR REQUEST TO DIVIDE |
REQUEST TO DIVIDE |
YES |
EXTENSION SECTION |
EXTENSION NUMBER |
2 |
ONGOING EFFORT |
product or service research or development |
ALLOWANCE MAIL DATE |
12/05/2017 |
STATEMENT OF USE |
YES |
PAYMENT SECTION |
NUMBER OF CLASSES |
3 |
SUBTOTAL AMOUNT [EXTENSION FEE] |
375 |
TOTAL AMOUNT |
375 |
SIGNATURE SECTION |
ORIGINAL PDF FILE |
hw_10749207-151448314_._Request_for_Extension__signed_.pdf |
CONVERTED PDF FILE(S)
(1 page) |
\\TICRS\EXPORT17\IMAGEOUT17\874\441\87444198\xml18\ESU0002.JPG |
SIGNATORY'S NAME |
Jesse E. Stockwell |
SIGNATORY'S POSITION |
Managing Member |
FILING INFORMATION |
SUBMIT DATE |
Tue Oct 09 15:18:21 EDT 2018 |
TEAS STAMP |
USPTO/ESU-XXX.X.X.XXX-201
81009151821149236-8744419
8-610ac1af2e167cc6acd7cf3
6cd8ad3cbd3e6fb4e25cab2b4
9e75cb9d93ea5cf8b-CC-1971
-20181009151448314138 |
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
All ITU goods/services in this class are to be deleted or processed according to a separately filed Statement of Use and/or according to a request to divide.
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
All ITU goods/services in this class are to be deleted or processed according to a separately filed Statement of Use and/or according to a request to divide.
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
All ITU goods/services in this class are to be deleted or processed according to a separately filed Statement of Use and/or according to a request to divide.
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
All ITU goods/services in this class are to be deleted or processed according to a separately filed Statement of Use and/or according to a request to divide.
The applicant has submitted a Request to Divide in paper or is filing a Request to Divide as part of the TEAS Allegation of Use form. This is the second extension request. The applicant has made the
following ongoing efforts to use the mark in commerce on or in connection with each of those goods/services covered by the extension request: product or service research or development
A Statement of Use has already been submitted or is being submitted along with the Extension request as evidence that applicant believes that it has made valid use of the mark in commerce. If
the USPTO finds the Statement of Use to be fatally defective, the applicant requests additional time to file an amended or substitute Statement of Use.
MISCELLANEOUS STATEMENTS
Applicant has submitted a request to divide in conjunction with the statement of use.
A fee payment in the amount of $375 will be submitted with the form, representing payment for 3 classes.
Declaration
Original PDF file:
hw_10749207-151448314_._Request_for_Extension__signed_.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: 10/10/2018
Serial Number: 87444198
Internet Transmission Date: Tue Oct 09 15:18:21 EDT 2018
TEAS Stamp: USPTO/ESU-XXX.X.X.XXX-201810091518211492
36-87444198-610ac1af2e167cc6acd7cf36cd8a
d3cbd3e6fb4e25cab2b49e75cb9d93ea5cf8b-CC
-1971-20181009151448314138