TAXACT, LLC logo

TAXACT, LLC

26 Marks
First Filed:Oct 14, 1998Latest Filed:Mar 11, 2025Address:3200 OLYMPUS BLVD. SUITE 150, Dallas, TX 75019, US

Portfolio Overview

Registered
21(84%)
Pending
4(16%)
Dead
1(4%)

Top Classes

Class 35
Advertising, Business Services & Retail
17(68%)
Class 42
Software, IT Services & Scientific Research
11(44%)
Class 9
Electronics, Software & Scientific Equipment
5(20%)

TTAB Proceedings

No litigation activity

Top Firms

Bell Nunnally & Martin LLP(Mar 2025)
25

Trademark Activity Timeline(1998 – 2026)

Trademark Portfolio

26 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
TAXACT
TAXACT
Trademark
Word
PENDING
Owner:
Serial:99621765
Filed:Jan 29, 2026
Classes:9
XPERT REVIEW
XPERT REVIEW
Service Mark
Word
PENDING
Owner:
Serial:99078033
Filed:Mar 11, 2025
Classes:35
Registered:Mar 24, 2026
Goods & Services
Tax return preparation advice services provided online and via telephone; pre-filing examination of tax return; tax return filing; provision of information concerning tax returns, tax planning, and electronic filing of tax forms.; No claim is made to the exclusive right to use EXPERT, apart from the mark as shown.
XPERT ASSIST PREMIUM
XPERT ASSIST PREMIUM
Service Mark
Combined
ABANDONED
Owner:
Serial:99021113
Filed:Jan 28, 2025
Classes:35
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms.; "PREMIUM"
XPERT ASSIST PREMIUM
XPERT ASSIST PREMIUM
Service Mark
Combined
REGISTERED
Owner:
Serial:99021108
Filed:Jan 28, 2025
Classes:35
Registration:8044931
Registered:Nov 25, 2025
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms.; "PREMIUM"
XPERT ASSIST UNLIMITED ACCESS
REGISTERED
Owner:
Serial:99017487
Filed:Jan 24, 2025
Classes:35
Registration:8044927
Registered:Nov 25, 2025
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms.
XPRESS CONNECT
XPRESS CONNECT
Service Mark
Word
PENDING
Owner:
Serial:99017485
Filed:Jan 24, 2025
Classes:35
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms.
XPERT ASSIST XPRESS CONNECT
PENDING
Owner:
Serial:99016001
Filed:Jan 23, 2025
Classes:35
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms.
LET'S GET THEM OVER WITH.
REGISTERED
Owner:
Serial:98860815
Filed:Nov 19, 2024
Classes:9, 35, 42
Registration:7880598
Registered:Aug 5, 2025
Goods & Services
Downloadable tax preparation software; Downloadable tax management software; Income tax preparation; Income tax consultation; Tax advisory services; Tax consultation; Tax preparation services provided via the internet and phone; Tax filing services; Tax and taxation planning, advice, information and consultancy services; Providing a website featuring on-line non-downloadable software that enables users to perform tax planning, tax calculation, and tax return preparation; Providing a website featuring on-line non-downloadable software that enables users to organize, track, and report tax-deductible expenses
97647205
97647205
Service Mark
NonVisual
REGISTERED
Owner:
Serial:97647205
Filed:Oct 25, 2022
Classes:35
Registration:7284015
Registered:Jan 23, 2024
Goods & Services
Tax return preparation services; Provision of advice and information provided online and via telephone in the fields of tax return preparation, tax return forms, tax planning, and electronic filing of tax forms
97253590
97253590
Service Mark
Design
REGISTERED
Owner:
Serial:97253590
Filed:Feb 4, 2022
Classes:35
Registration:7082386
Registered:Jun 13, 2023
Goods & Services
Tax return preparation services; Provision of advice and information provided online and via telephone in the fields of tax return preparation, tax return forms, tax planning, and electronic filing of tax forms; tax preparation services for others, provided through the professional preparer's use of non-downloadable tax software
TAXACT XPERT ASSIST
TAXACT XPERT ASSIST
Service Mark
Combined
REGISTERED
Owner:
Serial:97975882
Filed:Dec 7, 2021
Classes:35
Registration:7141101
Registered:Aug 15, 2023
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms; "EXPERT ASSIST"
TAXACT XPERT ASSIST
TAXACT XPERT ASSIST
Service Mark
Combined
REGISTERED
Owner:
Serial:97160189
Filed:Dec 7, 2021
Classes:42
Registration:7305620
Registered:Feb 13, 2024
Goods & Services
"EXPERT ASSIST"; Providing temporary use of online non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax-deductible expenses
TAXACT XPERT FULL SERVICE
TAXACT XPERT FULL SERVICE
Service Mark
Combined
REGISTERED
Owner:
Serial:97160102
Filed:Dec 7, 2021
Classes:35, 42
Registration:8111322
Registered:Jan 20, 2026
Goods & Services
Tax return preparation services; provision of advice and information concerning tax returns, tax planning, and electronic filing of tax forms; "EXPERT FULL SERVICE"; Providing temporary use of online non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax-deductible expenses
XPERT ASSIST
XPERT ASSIST
Service Mark
Combined
REGISTERED
Owner:
Serial:97160232
Filed:Dec 7, 2021
Classes:35, 42
Registration:7045105
Registered:May 2, 2023
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms; "ASSIST"; Providing temporary use of online non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax-deductible expenses
TAXACT XPERT ASSIST
TAXACT XPERT ASSIST
Service Mark
Word
REGISTERED
Owner:
Serial:97108463
Filed:Nov 4, 2021
Classes:42
Registration:7305523
Registered:Feb 13, 2024
Goods & Services
"EXPERT ASSIST"; Providing temporary use of online non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax-deductible expenses
TAXACT XPERT ASSIST
TAXACT XPERT ASSIST
Service Mark
Word
REGISTERED
Owner:
Serial:97975908
Filed:Nov 4, 2021
Classes:35
Registration:7141103
Registered:Aug 15, 2023
Goods & Services
Tax return preparation advice provided online and via telephone; provision of information concerning tax returns, tax planning, and electronic filing of tax forms; "EXPERT ASSIST"
TAXACT XPERT FULL SERVICE
REGISTERED
Owner:
Serial:97108448
Filed:Nov 4, 2021
Classes:35, 42
Registration:8111312
Registered:Jan 20, 2026
Goods & Services
Tax return preparation services; provision of advice and information concerning tax returns, tax planning, and electronic filing of tax forms; "EXPERT FULL SERVICE"; Providing temporary use of online non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax-deductible expenses
SURPRISINGLY LEGAL
SURPRISINGLY LEGAL
Service Mark
Word
REGISTERED
Owner:
Serial:88829970
Filed:Mar 11, 2020
Classes:35
Registration:6119078
Registered:Aug 4, 2020
Goods & Services
Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation
TAXACT
TAXACT
Service Mark
Word
REGISTERED
Owner:
Serial:88829929
Filed:Mar 11, 2020
Classes:35
Registration:6119077
Registered:Aug 4, 2020
Goods & Services
Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation
SURPRISINGLY LEGAL
SURPRISINGLY LEGAL
Trademark
Word
REGISTERED
Owner:
Serial:88766989
Filed:Jan 21, 2020
Classes:9, 42
Registration:6118372
Registered:Aug 4, 2020
Goods & Services
Downloadable computer software for use in tax preparation and planning; Providing online, non-downloadable software for preparing tax returns and tax planning
TAXACT
TAXACT
Trademark
Combined
REGISTERED
Owner:
Serial:86715287
Filed:Aug 5, 2015
Classes:9, 35, 36, +1
Registration:5187282
Registered:Apr 18, 2017
Goods & Services
Downloadable computer software for use in tax preparation and planning; Financial management via the internet, namely, providing online financial management for use in the management of personal financial accounts, financial planner managed accounts, and small business accounts; providing online financial management services, namely, tracking of financial transactions, expenses, income, and account balances, providing account balance information [, and providing bill payment services and reminders ]; [ Bookkeeping; ] accounting services; providing an on-line computer web site to business and individual customers that provides financial transaction data, [ account management, ] financial reporting, and financial records management data; Providing temporary use of on-line non-downloadable software for preparing tax returns; providing temporary use of on-line non-downloadable software for financial management [ ; software as a service (SAAS) services featuring software for the management of financial accounts by individuals, small businesses, and financial planners ]
FREE TO PREPARE, FREE TO PRINT, FREE TO E-FILE
Owner:
Serial:77611947
Filed:Nov 11, 2008
Classes:42
Registration:3773717
Registered:Apr 6, 2010
Goods & Services
PROVIDING ON-LINE NON-DOWNLOADABLE SOFTWARE FOR PREPARING TAX RETURNS
DONATION ASSISTANT
DONATION ASSISTANT
Trademark
Word
REGISTERED
Owner:
Serial:77588355
Filed:Oct 8, 2008
Classes:9
Registration:3667993
Registered:Aug 11, 2009
Goods & Services
FEATURE OF COMPUTER SOFTWARE FOR USE IN PREPARING AND FILING TAX RETURNS, NAMELY, A REFERENCE TOOL AND CALCULATOR FOR TAXPAYERS TO DETERMINE THE FAIR MARKET VALUE OF CERTAIN DEDUCTIBLE ITEMS
TAXACT
TAXACT
Service Mark
Word
REGISTERED
Owner:
Serial:78695721
Filed:Aug 18, 2005
Classes:42
Registration:3141614
Registered:Sep 12, 2006
Goods & Services
Providing online non-downloadable software for preparing tax returns
TAXACT ONLINE
TAXACT ONLINE
Service Mark
Word
REGISTERED
Owner:
Serial:78695693
Filed:Aug 18, 2005
Classes:42
Registration:3138631
Registered:Sep 5, 2006
Goods & Services
"ONLINE"; Providing online non-downloadable software for preparing tax returns
TAXACT
TAXACT
Trademark
Stylized
REGISTERED
Owner:
Serial:75571666
Filed:Oct 14, 1998
Classes:9
Registration:2394116
Registered:Oct 10, 2000
Goods & Services
software for use in federal tax preparation and planning

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