UPSTAXX
LIVE

Serial Number

99691339

Owner

UPSTAXX, LLC.

Attorney

RISHELE ELLISON

First Use Date

Jan 1, 2026

Filing Date

Mar 9, 2026

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UPSTAXX Trademark

Serial Number: 99691339

UPSTAXX is a trademark filed by UPSTAXX, LLC. on March 9, 2026. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

UPSTAXX, LLC. (4 trademarks)

7918 Jones Branch Dr
McLean, VA 22102

Entity Type: 16

Trademark Details

Filing Date

March 9, 2026

Registration Date

Not Registered

First Use Anywhere

January 1, 2026

First Use in Commerce

January 1, 2026

Goods & Services

Providing a website featuring on-line non-downloadable software that enables users to organize and manage taxes, plan taxes, calculate taxes, track expenses, report taxes, prepare and file taxes, record and track tax deductions; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tax optimization, financial analysis, expense tracking, mileage tracking, bookkeeping, and invoicing; providing online non-downloadable software featuring an AI virtual financial assistant; cloud computing services featuring software for tax preparation and financial management.

Downloadable software in the nature of a mobile application for tax preparation, tax optimization, financial planning, expense tracking, mileage tracking, bookkeeping, invoicing, and wealth management; downloadable and non-downloadable mobile applications featuring artificial intelligence- powered financial advisory tools for identifying tax deductions, tax credits, and tax savings strategies; software featuring an AI-powered virtual financial assistant for personalized tax and financial guidance.

Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services

Filing History

APPLICATION FILING RECEIPT MAILED
Mar 9, 2026 MAFR
NEW APPLICATION ENTERED
Mar 9, 2026 NWAP