Optima Tax Relief, LLC logo

Optima Tax Relief, LLC

7 Marks
LLC
First Filed:Jun 5, 2012Latest Filed:Jan 17, 2025Address:6 Hutton Centre Dr., Suite 200, Santa Ana, CA 92707

Portfolio Overview

Registered
4(57%)
Pending
1(14%)
Dead
2(29%)

Top Classes

Class 35
Advertising, Business Services & Retail
5(71%)
Class 42
Software, IT Services & Scientific Research
3(43%)
Class 36
Insurance, Financial Services & Real Estate
3(43%)

TTAB Proceedings

No litigation activity

Top Firms

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Trademark Portfolio

7 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
OPTIMA TAX SHIELD
OPTIMA TAX SHIELD
Service Mark
Word
PENDING
Owner:
Serial:99005380
Filed:Jan 17, 2025
Classes:35, 36, 38, +1
Goods & Services
Tax fraud and identity theft consultation and alert services; Design and development of tax fraud identity theft 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;; 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;; 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
Combined
ABANDONED
Owner:
Serial:99005398
Filed:Jan 17, 2025
Classes:35, 36, 38, +1
Goods & Services
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;; 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;; 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
OPTIMA
Trademark
Combined
REGISTERED
Owner:
Serial:87444198
Filed:May 10, 2017
Classes:9, 41
Registration:6216981
Registered:Dec 8, 2020
Goods & Services
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, 36, 42, +1
Registration:5619272
Registered:Nov 27, 2018
Goods & Services
Identity theft insurance consultation services; Design and development of identity theft insurance policies for others; Providing information in the field of identity theft insurance; Providing a website with client portal featuring information in the field of identity theft insurance; Providing an interactive website featuring a client portal for users to perform financial transaction and payment processing 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, 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; 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; 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
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
Goods & Services
"TAX PROTECTION PLAN"
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
Goods & Services
"TAX RELIEF"
OPTIMA TAX RELIEF
OPTIMA TAX RELIEF
Service Mark
Word
ABANDONED
Owner:
Serial:85643927
Filed:Jun 5, 2012
Classes:35
Goods & Services
"TAX RELIEF"

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