TEAS RF New Application

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 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2018)

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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 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2018)

Trademark/Service Mark Application, Principal Register

Serial Number: 87444198

Filing Date: 05/10/2017

To the Commissioner for Trademarks:

MARK: OPTIMA (stylized and/or with design, see below )


The literal element of the mark consists of OPTIMA.
The applicant is not claiming color as a feature of the mark. The mark consists of a winged bird flying above the mark "Optima".
The applicant, Optima Tax Relief, LLC, a limited liability company legally organized under the laws of California, having an address of
      3100 S. Harbor Blvd., Ste. 250
      Santa Ana, California 92704
      United States

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

       International Class 009:  Downloadable computer software and mobile software application featuring interactive client portal in the field of tax preparation, planning, and compliance; Electronic downloadable publications 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 in the field of identity theft; Electronic downloadable publications in the field of identity theft; Downloadable electronic newsletters delivered by email in the field of identity theft
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 016:  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
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 035:  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 offering electronic tax payment options and services; Providing an internet website portal for 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; Providing an interactive website featuring a portal for users to review and exchange business and payment information.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 036:  Insurance services, namely, identity theft insurance; 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 in the field of identity theft insurance.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 041:  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.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 045:  Fraud and identity theft protection services; Monitoring of credit reports, the internet, and public records to facilitate the detection and prevention of identity theft and fraud; Consultation in the field of data theft and identity theft; Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.



Claim of Active Prior Registration(s)
The applicant claims ownership of active prior U.S. Registration Number(s) 4391736.

Miscellaneous Statement
Applicant is the owner of the pending application for the mark OPTIMA TAX PROTECTION PLAN, U.S. Serial No. 87/051690.

The applicant's current Attorney Information:
      Catherine Dobrowitsky of Rivenoak Law Group, P.C.      P.O. Box 1595
      Birmingham, Michigan 48012
      United States
      2486771045(phone)
      2485023187(fax)
      trademarks@rivenoaklaw.com (authorized)

The applicant's current Correspondence Information:

Catherine Dobrowitsky

Rivenoak Law Group, P.C.

P.O. Box 1595

Birmingham, Michigan 48012

2486771045(phone)

trademarks@rivenoaklaw.com (authorized) E-mail Authorization: I authorize the USPTO to send e-mail correspondence concerning the application to the applicant, the applicant's attorney, or the applicant's domestic representative at the e-mail address provided in this application. I understand that a valid e-mail address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Reduced Fee status and a requirement to submit an additional processing fee of $125 per international class of goods/services.

A fee payment in the amount of $1650 has been submitted with the application, representing payment for 6 class(es).

Declaration

Declaration Signature
The attached signature image file:
\\TICRS\EXPORT17\IMAGEOUT17\874\441\87444198\xml1\RFA0003.JPG



Signatory's Name: Jesse E. Stockwell
Signatory's Position: Member
Payment Sale Number: 87444198
Payment Accounting Date: 05/10/2017

Serial Number: 87444198
Internet Transmission Date: Wed May 10 13:50:49 EDT 2017
TEAS Stamp: USPTO/BAS-XX.XX.XX.XXX-20170510135049356
509-87444198-59079b0ac8e6d470274e6b56add
f1a2d84a5115b446a8606d987399784d717c96-C
C-11764-20170510133830249005