TAX ALPHA COMPANIES
LIVE

Serial Number

99718763

Owner

TAX ALPHA SOLUTIONS, LLC

Attorney

KATELYN J DOUGHERTY

First Use Date

Aug 22, 2024

Filing Date

Mar 23, 2026

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TAX ALPHA COMPANIES Trademark

Serial Number: 99718763

TAX ALPHA COMPANIES is a trademark filed by TAX ALPHA SOLUTIONS, LLC on March 23, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

TAX ALPHA SOLUTIONS, LLC

400 N. Ashley Drive
Tampa, FL 33602

Entity Type: 16

Trademark Details

Filing Date

March 23, 2026

Registration Date

Not Registered

First Use Anywhere

August 22, 2024

First Use in Commerce

January 1, 2025

Goods & Services

Tax and taxation planning, advice, information and consultancy services; Providing business continuity consulting; Business consulting and information services; Business consultancy; Business consulting services in the field of Wealth preservation planning & strategies, capital deployment planning & strategies, tax-advantaged investment planning & strategies, business exit planning & strategies, commercial real estate transactions, and eminent domain compensation & tax related strategies

Financial advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Real estate investment consultancy; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial planning, namely, relating to commercial real estate transactions; capital gains tax mitigation and reinvestment strategies; eminent domain compensation and tax related strategies, and private equity, private credit, venture capital, and institutional investment opportunities

Education services, namely, providing seminars, workshops, and online content in the field of capital gains tax mitigation and wealth preservation; tax-advantaged investment strategies and real estate reinvestment planning; eminent domain compensation and tax related strategies; and general tax-advantaged investment strategies, capital gains tax mitigation and wealth preservation, and business sales, mergers, acquisitions and business valuations.

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 13, 2026 GNRN
NON-FINAL ACTION E-MAILED
Aug 13, 2026 GNRT
NON-FINAL ACTION WRITTEN
Aug 13, 2026 CNRT
ASSIGNED TO EXAMINER
Aug 4, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 3, 2026 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 3, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Mar 23, 2026 MAFR
NEW APPLICATION ENTERED
Mar 23, 2026 NWAP