OPTIMA TAX SHIELD
DEAD

Serial Number

99005398

Owner

Optima Tax Relief, LLC

Attorney

Catherine T. Dobrowitsky

First Use Date

Jan 10, 2025

Filing Date

Jan 17, 2025

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OPTIMA TAX SHIELD Trademark

Serial Number: 99005398

OPTIMA TAX SHIELD is a trademark filed by Optima Tax Relief, LLC on January 17, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 38 (Telecommunications), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently no longer active.

Owner Contact Info

Optima Tax Relief, LLC (8 trademarks)

Suite 280
Santa Ana, CA 92704

Entity Type: 16

Trademark Details

Filing Date

January 17, 2025

Registration Date

Not Registered

First Use Anywhere

January 10, 2025

First Use in Commerce

January 10, 2025

Goods & Services

Telecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet or cellular data concerning possible fraud and identity theft for fraud prevention purposes;

Tax and taxation planning, advice, information and consultancy services; Providing tax planning and consulting information in the field of social media advertising; Providing an internet website portal offering information in the fields of tax planning, preparation, and regulatory compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, tax fraud and identity theft, and tax dispute resolution services; Promoting public awareness of tax fraud and 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; Business monitoring services, namely, monitoring IRS transcripts, tax-related notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud, and providing an alert as to any changes therein for business purposes; Providing an online portal for users to review and exchange business and commercial information, namely, the business and commercial services of others;

Financial advisory and consultancy services in the field of tax fraud and identity theft; Financial asset protection services, namely, designing and developing tax fraud identity theft remediation for others; Providing advice and consultation in the field of tax fraud and identity theft; Providing an Internet website portal featuring information in the field of tax identity theft; Financial advice relating to tax;

Computer security services for protecting data and information from unauthorized access, namely, tax fraud and identity theft; Computer services, namely, creating an online community for registered users to participate in discussions, get feedback from their peers, and engage in social networking in the field of tax and identity theft monitoring and prevention provided via a website; Monitoring and forensic analysis of IRS transcripts, notices and reports, the internet and public records for detection and prevention of identity theft and tax fraud; Computer security services, namely, tax fraud and identity theft protection services, whereby users are notified and provided alerts as to any changes in a user's IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud; Providing an internet website portal featuring technology enabling users to perform tax return preparation; Computer security services, namely, monitoring IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud, and providing an alert as to any changes therein for business purposes; Providing subscription-based temporary use of on-line non-downloadable software for use in the field of tax fraud and identity theft protection services;

Filing History

ABANDONMENT NOTICE E-MAILED - EXPRESS ABANDONMENT
Jan 24, 2026 MAB1
ABANDONMENT - EXPRESS MAILED
Jan 24, 2026 ABN1
TEAS EXPRESS ABANDONMENT RECEIVED
Jan 23, 2026 EXAR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 24, 2025 GNRN
NON-FINAL ACTION E-MAILED
Oct 24, 2025 GNRT
NON-FINAL ACTION WRITTEN
Oct 24, 2025 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 26, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 26, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 26, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 30, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jun 30, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jun 30, 2025 CNRT
ASSIGNED TO EXAMINER
Jun 26, 2025 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jun 18, 2025 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 18, 2025 NWOS
NEW APPLICATION ENTERED
Jan 17, 2025 NWAP