Turbotax Trademark Details
Word Mark | Turbotax |
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Status | Alive Registered 700 — Registered |
Serial Number | 86035818 |
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Registration Number | 4679594 |
Status Date | Tuesday, January 27, 2015 |
Filing Date | Tuesday, January 27, 2015 |
Registration Date | Tuesday, January 27, 2015 |
Attorney | Linda G. Henry, Esq. |
Correspondent
LINDA G. HENRY, ESQ.
FENWICK & WEST LLP
801 CALIFORNIA ST
MOUNTAIN VIEW, CA 94041-1990
FENWICK & WEST LLP
801 CALIFORNIA ST
MOUNTAIN VIEW, CA 94041-1990
Case File Statements
Indication of Colors | Color is not claimed as a feature of the mark. |
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Description of Mark | The mark consists of the stylized wording "TURBOTAX" to the left a stylized check mark superimposed on a design of a circle that is intended to appear as three-dimensional. |
Goods & Services | Computer software for use in tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; magnetically encoded debit cards, pre-paid debit cards, pre-paid tax refund debit cards, stored-value cards, and reloadable debit cards |
Goods & Services | Consultation, advisory, and assessment services with regard to accounting and taxes, namely, accounting consultation, accounting advisory services, tax consultation, tax advisory services, and tax assessment; consultation and advisory services in the fields of accounting and taxes, namely, tax calculation, tax planning, tax return preparation, tax refund, tax management, preparation of tax forms, and tax return filing; providing tax and tax preparation management information and consultation; providing information concerning accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds, tax management, preparation of tax forms, and tax returns filing; providing tax analysis and calculation in the nature of accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and opinions to consumers in the fields of tax return preparation and tax planning; providing tax calculation, planning, preparation, and filing services; electronic tax filing services; consultation, advisory, analysis, and assistance services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; consultation, advisory, analysis, and assistance services with regard to organizing, tracking and reporting tax deductible expenses; marketing services for financial institutions; marketing services that enable financial institutions to market tax preparation software and services to consumers; marketing services that enable financial institutions to market the integration of tax preparation software and services with consumers' online banking services and bank accounts |
Goods & Services | Consultation, advisory, and analysis services with regard to tax payment management; assistance with regard to tax payment management, namely, online tax payment processing services; providing analysis and calculation of tax payments; provision of information concerning tax payment management; on-line banking services; on-line banking services enabling users to directly deposit tax refunds into accounts at financial institutions; debit card, pre-paid card, stored-value card, and reloadable debit card services; debit account and refund account services featuring a computer readable card; issuing debit cards, pre-paid cards, stored-value cards, and reloadable debit cards; transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds; transaction processing services related to deposits of tax refunds; online financial account management services for consumers accessed by consumers via secure internet banking platforms; online debit, pre-paid, stored-value and reloadable debit card balance and account tracking services accessed via secure internet banking platforms |
Goods & Services | Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a services (SAAS) services featuring software for preparing and filing of tax returns; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online, non-downloadable mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of non-downloadable software for managing online bank accounts; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means |
Pseudo Mark | Turbo Tax |
Classifications
International Class Codes |
009
|
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U.S. Class Codes | 021, 023, 026, 036, 038 |
Status | 6 — Active |
Status Date | Wednesday, August 21, 2013 |
First Use Anywhere | Monday, October 28, 2013 |
First Use In Commerce | Monday, October 28, 2013 |
Primary Code | 009 |
International Class Codes |
035
|
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U.S. Class Codes | 100, 101, 102 |
Status | 6 — Active |
Status Date | Wednesday, August 21, 2013 |
First Use Anywhere | Monday, October 28, 2013 |
First Use In Commerce | Monday, October 28, 2013 |
Primary Code | 035 |
International Class Codes |
036
|
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U.S. Class Codes | 100, 101, 102 |
Status | 6 — Active |
Status Date | Wednesday, August 21, 2013 |
First Use Anywhere | Monday, October 28, 2013 |
First Use In Commerce | Monday, October 28, 2013 |
Primary Code | 036 |
International Class Codes |
042
|
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U.S. Class Codes | 100, 101 |
Status | 6 — Active |
Status Date | Wednesday, August 21, 2013 |
First Use Anywhere | Monday, October 28, 2013 |
First Use In Commerce | Monday, October 28, 2013 |
Primary Code | 042 |
Trademark Timeline
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Aug 12 2013Trademark application filed with USPTO
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Aug 15 2013New Application Entered In Tram
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Aug 21 2013New Application Office Supplied Data Entered In Tram
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Aug 22 2013Notice of Design Search Code and Pseudo Mark E-Mailed
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Oct 28 2013First use anywhere for the mark
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Oct 28 2013First use in commerce for the mark
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Oct 28 2013First use anywhere for the mark
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Oct 28 2013First use in commerce for the mark
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Oct 28 2013First use anywhere for the mark
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Oct 28 2013First use in commerce for the mark
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Oct 28 2013First use anywhere for the mark
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Oct 28 2013First use in commerce for the mark
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Nov 01 2013Assigned To Examiner
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Nov 10 2013Notification of Non-Final Action E-Mailed
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Nov 10 2013Non-Final Action E-Mailed
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Nov 10 2013Non-Final Action Written
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Feb 12 2014Applicant/correspondence Changes (non-Responsive) Entered
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Feb 12 2014Teas Change of Owner Address Received
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Mar 14 2014Correspondence Received In Law Office
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Mar 14 2014Teas Response To Office Action Received
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Mar 15 2014Teas/email Correspondence Entered
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Apr 06 2014Notification of Final Refusal Emailed
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Apr 06 2014Final Refusal E-Mailed
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Apr 06 2014Final Refusal Written
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Apr 08 2014Examiner's Amendment Entered
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Apr 08 2014Notification of Examiners Amendment E-Mailed
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Apr 08 2014Examiners Amendment E-Mailed
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Apr 08 2014Examiners Amendment -Written
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Apr 11 2014Approved For Pub - Principal Register
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Apr 30 2014Law Office Publication Review Completed
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Apr 30 2014Assigned To Lie
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May 14 2014Notification of Notice of Publication E-Mailed
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Jun 03 2014Official Gazette Publication Confirmation E-Mailed
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Jun 03 2014Published For Opposition
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Jul 29 2014Noa E-Mailed - Sou Required From Applicant
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Nov 04 2014Use Amendment Filed
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Nov 04 2014Teas Statement of Use Received
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Dec 03 2014Case Assigned To Intent To Use Paralegal
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Dec 08 2014Statement of Use Processing Complete
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Dec 20 2014Allowed Principal Register - Sou Accepted
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Dec 23 2014Notice of Acceptance of Statement of Use E-Mailed
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Jan 27 2015Registered-Principal Register
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Jan 27 2015Trademark officially registered with the USPTO