Serial Number
99718763
Owner
TAX ALPHA SOLUTIONS, LLCAttorney
KATELYN J DOUGHERTYFirst Use Date
Aug 22, 2024
Filing Date
Mar 23, 2026
TAX ALPHA COMPANIES Trademark
Serial Number: 99718763
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Attorney of Record
KATELYN J DOUGHERTYCorrespondence Address
KATELYN J DOUGHERTY HARBOUR BUSINESS LAW
400 N. ASHLEY DRIVE
SUITE 1900
Tampa, FL 33602
United States
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.