TURBOINVESTOR

Intuit Inc.

Application Filed: 2023-09-27

Trademark Application Details

Status

630

Live/Pending

NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

Research	OneLook Acronym Finder
Serial Number	98200612
Mark Drawing Code	4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney Name	Connie L. Ellerbach
Attorney Docket Number	20797-00073

Timeline

2023-09-27	Application Filed
2023-09-30	Location: NEW APPLICATION PROCESSING
2023-09-30	Status: Live/Pending
2023-09-30	Transaction Date

Trademark Applicants & Owners

Owner:	Intuit Inc.
Address	2535 Garcia Avenue Mountain View DE 94043
Legal Entity Type	Corporation
Legal Entity State	DE

Documents

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Attorney of Record

CONNIE L. ELLERBACH
FENWICK & WEST LLP
801 CALIFORNIA STREET
SILICON VALLEY CENTER
MOUNTAIN VIEW, CA 94041

Good, Services, and Codes

International Codes:	35
U.S. Codes:	100,101,102
International Codes:	36
U.S. Codes:	100,101,102
International Codes:	42
U.S. Codes:	100,101

Type Code	Type
GS0361	Providing analysis and calculation of tax payments; consultation, advisory, and analysis services with regard to tax payment management for personal investments; online, real-time tax payment financial management and tax payment financial analysis services; financial services, namely, coordination, within a single account, of a personal investment portfolio's tax management needs; payment processing services and accounts payable automation, namely, streamlining data feed integration in the field of tax liabilities; financial portfolio management by providing custom models and custom model allocations and portfolios using these models for minimizing costs, decreasing tax liability and decreasing volatility; tax withholding agent services in the nature of holding funds for others in trust in anticipation of tax liability; financial planning, namely, creating personalized strategies for achieving financial goals and minimizing income and estate tax liabilities

Type Code

Type

GS0361

Providing analysis and calculation of tax payments; consultation, advisory, and analysis services with regard to tax payment management for personal investments; online, real-time tax payment financial management and tax payment financial analysis services; financial services, namely, coordination, within a single account, of a personal investment portfolio's tax management needs; payment processing services and accounts payable automation, namely, streamlining data feed integration in the field of tax liabilities; financial portfolio management by providing custom models and custom model allocations and portfolios using these models for minimizing costs, decreasing tax liability and decreasing volatility; tax withholding agent services in the nature of holding funds for others in trust in anticipation of tax liability; financial planning, namely, creating personalized strategies for achieving financial goals and minimizing income and estate tax liabilities

Trademark Filing History

Description	Date	Event Coding
NEW APPLICATION ENTERED	2023-09-30	1 NWAP I:Incoming Correspondence
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED	2023-10-11	2 NWOS I:Incoming Correspondence
ASSIGNED TO EXAMINER	2024-05-20	3 DOCK D:Assigned to Examiner
NON-FINAL ACTION WRITTEN	2024-05-23	4 CNRT R:Renewal
NON-FINAL ACTION E-MAILED	2024-05-23	5 GNRT F:First Action
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2024-05-23	6 GNRN O:Outgoing Correspondence

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