Trademark/Service Mark Application, Principal Register
PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
TEAS Plus Application
Serial Number:98056791
Filing Date:06/23/2023
NOTE: Data fields with the * are mandatory under TEAS Plus. The wording "(if applicable)" appears where the field is only mandatory under the facts of the particular
application.
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Tax Management Associates, Inc.
*MAILING ADDRESS
5121 Parkway Plaza Blvd
*CITY
Charlotte
*STATE
(Required for U.S. applicants)
North Carolina
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
28217
*EMAIL ADDRESS
XXXX
LEGAL ENTITY INFORMATION
*TYPE
CORPORATION
* STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION
North Carolina
GOODS AND/OR SERVICES AND BASIS INFORMATION
*INTERNATIONAL CLASS
009
*IDENTIFICATION
Downloadable software in the nature of a mobile application for delegating administrative actions and access, namely, financial tracking,
invoicing, and labor management, administrative services, workflow automation, audit performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and case
management, providing data analytics, tracking business metrics, managing and reporting business content and intelligence, and automating office procedures and programs in the fields of state and
local government
*FILING BASIS
SECTION 1(b)
*INTERNATIONAL CLASS
042
*IDENTIFICATION
Platform as a service (PAAS) featuring computer software platforms for delegating administrative actions and access, namely, financial
tracking, invoicing, and labor management, administrative services, workflow automation, audit performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and
case management, providing data analytics, tracking business metrics, managing and reporting business content and intelligence, and automating office procedures and programs in the fields of state
and local government; Providing temporary use of non-downloadable cloud-based software for delegating administrative actions and access, namely, financial tracking, invoicing, and labor
management, administrative services, workflow automation, audit performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and case management, providing
data analytics, tracking business metrics, managing and reporting business content and intelligence, and automating office procedures and programs in the fields of state and local government;
Software as a service (SAAS) services featuring software for delegating administrative actions and access, namely, financial tracking, invoicing, and labor management, administrative services,
workflow automation, audit performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and case management, providing data analytics, tracking business
metrics, managing and reporting business content and intelligence, and automating office procedures and programs in the fields of state and local government
*FILING BASIS
SECTION 1(b)
ADDITIONAL STATEMENTS INFORMATION
*TRANSLATION
(if applicable)
*TRANSLITERATION
(if applicable)
*CLAIMED PRIOR REGISTRATION
(if applicable)
*CONSENT (NAME/LIKENESS)
(if applicable)
*CONCURRENT USE CLAIM
(if applicable)
ATTORNEY INFORMATION
NAME
Sloan L. E. Carpenter
ATTORNEY DOCKET NUMBER
20051-00012
ATTORNEY BAR MEMBERSHIP NUMBER
XXX
YEAR OF ADMISSION
XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY
XX
FIRM NAME
Parker Poe Adams & Bernstein LLP
STREET
301 Fayetteville Street, Suite 1400
CITY
Raleigh
STATE
North Carolina
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
ZIP/POSTAL CODE
27601
PHONE
919-828-0564
EMAIL ADDRESS
trademarks@parkerpoe.com
OTHER APPOINTED ATTORNEY
William B. Cannon, Christopher M. Thomas, Amy Allen Hinson, Timothy D. St. Clair, Laura M. Wright, Eva Frongello
CORRESPONDENCE INFORMATION
NAME
Sloan L. E. Carpenter
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE
trademarks@parkerpoe.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES)
NOT PROVIDED
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Plus
NUMBER OF CLASSES
2
APPLICATION FOR REGISTRATION PER CLASS
250
*TOTAL FEES DUE
500
*TOTAL FEES PAID
500
SIGNATURE INFORMATION
* SIGNATURE
/Sloan Carpenter/
* SIGNATORY'S NAME
Sloan Carpenter
* SIGNATORY'S POSITION
Attorney of Record, North Carolina bar member
SIGNATORY'S PHONE NUMBER
919-828-0564
* DATE SIGNED
06/23/2023
SIGNATURE METHOD
Signed directly within the form
PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
TEAS Plus Application
Serial Number:98056791
Filing Date:06/23/2023
To the Commissioner for Trademarks:
MARK: VANTAGE (Standard Characters, see mark)
The literal element of the mark consists of VANTAGE. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Tax Management Associates, Inc., a corporation of North Carolina, having an address of
5121 Parkway Plaza Blvd
Charlotte, North Carolina 28217
United States
XXXX
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:
For specific filing basis information for each item, you must view the display within the Input Table.
International Class 009: Downloadable software in the nature of a mobile application for delegating administrative actions and access, namely, financial tracking, invoicing, and labor
management, administrative services, workflow automation, audit performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and case management, providing
data analytics, tracking business metrics, managing and reporting business content and intelligence, and automating office procedures and programs in the fields of state and local government
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. (15 U.S.C. Section 1051(b)).
For specific filing basis information for each item, you must view the display within the Input Table.
International Class 042: Platform as a service (PAAS) featuring computer software platforms for delegating administrative actions and access, namely, financial tracking, invoicing, and labor
management, administrative services, workflow automation, audit performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and case management, providing
data analytics, tracking business metrics, managing and reporting business content and intelligence, and automating office procedures and programs in the fields of state and local government;
Providing temporary use of non-downloadable cloud-based software for delegating administrative actions and access, namely, financial tracking, invoicing, and labor management, administrative
services, workflow automation, audit performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and case management, providing data analytics, tracking
business metrics, managing and reporting business content and intelligence, and automating office procedures and programs in the fields of state and local government; Software as a service (SAAS)
services featuring software for delegating administrative actions and access, namely, financial tracking, invoicing, and labor management, administrative services, workflow automation, audit
performance, audit reporting and audit findings for ad valorem taxation, providing client engagement and case management, providing data analytics, tracking business metrics, managing and reporting
business content and intelligence, and automating office procedures and programs in the fields of state and local government
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. (15 U.S.C. Section 1051(b)).
The owner's/holder's proposed attorney information: Sloan L. E. Carpenter. Other appointed attorneys are William B. Cannon, Christopher M. Thomas, Amy Allen Hinson, Timothy D. St. Clair, Laura M.
Wright, Eva Frongello. Sloan L. E. Carpenter of Parker Poe Adams & Bernstein LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is
located at
301 Fayetteville Street, Suite 1400
Raleigh, North Carolina 27601
United States
919-828-0564(phone)
trademarks@parkerpoe.com
The docket/reference number is 20051-00012.
Sloan L. E. Carpenter submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any
U.S. Commonwealth or territory.
The applicant's current Correspondence Information:
Sloan L. E. Carpenter
PRIMARY EMAIL FOR CORRESPONDENCE: trademarks@parkerpoe.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): NOT PROVIDED
Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed,
and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $500 has been submitted with the application, representing payment for 2 class(es).
Declaration
Declaration Signature
Signature: /Sloan Carpenter/ Date: 06/23/2023
Signatory's Name: Sloan Carpenter
Signatory's Position: Attorney of Record, North Carolina bar member
Signatory's Phone Number: 919-828-0564
Signature method: Signed directly within the form
Payment Sale Number: 98056791
Payment Accounting Date: 06/23/2023
Serial Number: 98056791
Internet Transmission Date: Fri Jun 23 16:59:06 ET 2023
TEAS Stamp: USPTO/FTK-XX.XX.XXX.XXX-2023062316590761
9077-98056791-8604bc8b46480fc8acc94e97d9
ec7287f102f3777d4173ab277ae6f28389258178
0-ET-59067737-20230623164217397978