TURBOINVESTOR

Trademark usage description

tax consultation, tax advisory, tax assessment, and tax preparation services; tax consultation, tax advisory, tax assessment, and tax preparation serv Read More

Classification Information

Class [035]
Tax consultation, tax advisory, tax assessment, and tax preparation services; tax consultation, tax advisory, tax assessment, and tax preparation services relating to tax liability on personal investing activity.

Classification kind code

Class [036]
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.

Classification kind code

Class [042]
Providing temporary use of online non-downloadable software for use in tax planning, tax calculation, and tax return preparation; Providing temporary use of online non-downloadable software for organizing, tracking and calculating tax liabilities on personal investing activity; providing temporary use of online non-downloadable software for importing information regarding personal investing activity and providing tax liability estimates on personal investments; providing temporary use of online non-downloadable software for providing consumers with a snapshot of their annual personal investment taxes, portfolio allocation, and performance insights; providing temporary use of online non-downloadable software for connecting consumers with experts that provide tax guidance on personal investment tax strategy; providing temporary use of online non-downloadable software for analyzing investments and developing personal tax optimization strategies; providing temporary use of non-downloadable software to pre-populate tax forms with data from online personal investment accounts.

Classification kind code

Mark Details

Serial Number

2283431

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 12^th Oct 2023	Pre-Assessment Letter Sent
Submitted for opposition 30 on 27^th Sept 2023	Filed
Submitted for opposition 1 on 27^th Sept 2023	Created
Submitted for opposition 31 on 27^th Sept 2023	Formalized

TURBOINVESTOR

Classification Information

Class [035]Tax consultation, tax advisory, tax assessment, and tax preparation services; tax consultation, tax advisory, tax assessment, and tax preparation services relating to tax liability on personal investing activity.

Classification kind code

Classification kind code

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [035]
Tax consultation, tax advisory, tax assessment, and tax preparation services; tax consultation, tax advisory, tax assessment, and tax preparation services relating to tax liability on personal investing activity.