Optima Tax Relief, LLC logo

Optima Tax Relief, LLC

5 Live Marks
8 on record
LLC
First Filed:Jun 5, 2012Latest Filed:Apr 13, 2026Address:6 Hutton Centre Dr., Suite 200, Santa Ana, CA 92707, US

Portfolio Overview

Top Classes

Class 35
Advertising, Business Services & Retail
6(75%)
Class 36
Insurance, Financial Services & Real Estate
4(50%)
Class 38
Telecommunications
3(38%)

TTAB Proceedings

No litigation activity

Top Firms

Loading...

Trademark Portfolio

8 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
OPTIMA TAX SHIELD
OPTIMA TAX SHIELD
Service Mark
Word
REGISTERED
Owner:
Serial:99760781
Filed:Apr 13, 2026
Classes:35, 36, 38
Registration:8532868
Registered:Nov 3, 2026
Description: Class 35: Promoting public awareness of the indicators or signs of identity theft and identity fraud based on stolen or unauthorized use of personal identifying information; Promoting public awareness of identify theft and identity fraud that occurs when a social security number (SSN), government identification number or other personally identifiable information is stolen or misappropriated and used to obtain a fraudulent payment or refund, commit employment related identity theft or access or modify a government agency user account without account owner authorization; Monitoring government administrative agency filings and proceedings for others for business purposes; Monitoring services for business purposes, namely, monitoring public transcripts, government-issued notices and public reports, the internet and public records to facilitate the detection and prevention of identity theft and identity fraud; Collection and analysis of data in government agency proceedings, reports and filings and other public records for detecting identity theft and identity fraud for others for business purposes; Collection and analysis of data in connection with identity theft and identity fraud prevention, protection and recovery services, namely, monitoring the internet and public records to detect duplicate or fraudulent filings before government agencies and assisting victims in resolving fraudulent activity for others for business purposes; Providing subscription-based online monitoring services featuring the collection and analysis of data in connection with identity theft and identity fraud prevention, protection and recovery services, namely, monitoring the internet and public records to detect duplicate or fraudulent filings, communications and proceedings before government agencies and assisting users in resolving fraudulent activity for business purposes; Providing subscription-based online monitoring services featuring the collection and analysis of data in connection with identity theft and fraud prevention, protection and recovery services, namely, monitoring the internet and public records to detect duplicate or fraudulent filings before governmental agencies and issuing reports and updates to users in connection therewith for business purposes; Promoting public awareness of the prevention of identity theft and identity fraud based on stolen or unauthorized use of personal identifying information
Class 36: Financial advisory and consultancy services in the field of identity theft and fraud resolution assistance, namely, assisting others with analyzing and securing stolen identities and correcting or removing fraudulent filings and disclosures before governmental agencies; Financial advisory and consultancy services in the field of identity theft and identity fraud; Providing financial advice and consultation in the field of identity theft and identity fraud
Class 38: Electronic transmission of alerts, notifications and reports relating to identity theft, fraud, and suspicious government agency user account activity; Telecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet concerning personal data security, namely, possible fraud and identity theft for fraud prevention purposes
OPTIMA TAX SHIELD
OPTIMA TAX SHIELD
Service Mark
Combined
ABANDONED
Owner:
Serial:99005398
Filed:Jan 17, 2025
Classes:35, 36, 38, +1
Description: Class 35: Tax and taxation planning, advice, information and consultancy services; Providing tax planning and consulting information in the field of social media; Providing an internet website portal offering information in the fields of tax planning, preparation, and 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; Tax fraud and identity theft protection 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 an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others; Subscription-based online retail store services in the fields of tax fraud and identity theft protection services
Class 36: Tax fraud and identity theft consultation and alert services; Design and development of tax fraud identity theft and remediation for others; Providing information in the field of tax fraud and identity theft; Providing a website with client portal featuring information in the field of tax identity theft; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing; Tax payment processing services; Financial advice relating to tax
Class 38: 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
Class 42: Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Tax fraud and identity theft protection services, namely, monitoring and forensic analysis of IRS transcripts, notices and reports, the internet and public records to facilitate the detection and prevention of identity theft and tax fraud; Tax fraud and identity theft protection services, namely, notifying users and providing an alert 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;
OPTIMA TAX SHIELD
OPTIMA TAX SHIELD
Service Mark
Word
ABANDONED
Owner:
Serial:99005380
Filed:Jan 17, 2025
Classes:35, 36, 38
Description: Class 35: Promoting public awareness of tax fraud and identity theft; Promoting public awareness of tax fraud and identity theft signs and prevention; Monitoring IRS and governmental administrative agency proceedings for others for business purposes; 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
Class 36: Financial advisory and consultancy services in the field of tax fraud and identity theft; Providing advice and consultation in the field of tax fraud and identity theft
Class 38: Telecommunication services, namely, providing electronic message alerts concerning personal data security via the internet; Telecommunication services, namely, providing electronic message alerts via the internet concerning personal data security, namely, possible fraud and identity theft for fraud prevention purposes;
OPTIMA
OPTIMA
Trademark
Combined
REGISTERED
Owner:
Serial:87444198
Filed:May 10, 2017
Classes:9, 41
Registration:6216981
Registered:Dec 8, 2020
Description: Downloadable computer software and mobile software application featuring interactive client portal for communicating with clients and exchanging forms, agreements and teaching materials in the field of tax preparation, planning, and compliance; downloadable computer software and mobile application software for use in customer relationship management (CRM) | Providing online newsletters in the field of tax planning, preparation, and compliance
OPTIMA
OPTIMA
Service Mark
Combined
REGISTERED
Owner:
Serial:87978877
Filed:May 10, 2017
Classes:35, 42, 45
Registration:5619272
Registered:Nov 27, 2018
Description: Class 35: Providing tax planning and consulting information in the field of social media; Providing an internet website portal offering information in the fields of tax planning, preparation, and compliance; Providing an internet website portal featuring information about tax return preparation; Promoting public awareness of tax planning, tax compliance, identity theft, and tax dispute resolution services; Promoting public awareness of 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; Fraud and identity theft protection services, namely, monitoring consumer credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud, and providing an alert as to any changes therein for business purposes; Providing an interactive website featuring a portal for users to review and exchange business and commercial information about the business and payment services of others
Class 42: Providing an internet website portal featuring technology enabling users to perform tax return preparation; Providing an interactive website featuring a portal featuring technology for users to review and exchange business and payment information; Fraud and identity theft protection services, namely, electronic monitoring of credit reports, the internet, and public records to facilitate the detection and prevention of identity theft and fraud via the internet
Class 45: Online social networking services in the field of tax and identity theft monitoring and prevention provided via a website; Fraud and identity theft protection services, namely, forensic analysis of credit reports, the internet and public records to facilitate the detection and prevention of identity theft and fraud
OPTIMA TAX PROTECTION PLAN
OPTIMA TAX PROTECTION PLAN
Service Mark
Combined
REGISTERED
Owner:
Serial:87051690
Filed:May 26, 2016
Classes:35
Registration:5252231
Registered:Jul 25, 2017
Description: Tax and taxation planning, advice, information and consultancy services
OPTIMA TAX RELIEF
OPTIMA TAX RELIEF
Service Mark
Combined
REGISTERED
Owner:
Serial:85821127
Filed:Jan 11, 2013
Classes:45
Registration:4391736
Registered:Aug 27, 2013
Description: Legal services, namely, tax liability negotiation and settlement; Representation of clients in tax matters before tax authorities
OPTIMA TAX RELIEF
OPTIMA TAX RELIEF
Service Mark
Word
ABANDONED
Owner:
Serial:85643927
Filed:Jun 5, 2012
Classes:35
Description: "TAX RELIEF"