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PILOT
Live/Pending
NOTICE OF ALLOWANCE - ISSUED

issued

on 24 Sep 2024

Last Applicant/ Owned by

353 Sacramento St Ste 1900

San Francisco

CA

94111

Serial Number

97612190 filed on 29th Sep 2022

Registration Number

N/A

Correspondent Address

Connie L. Ellerbach

Connie L. Ellerbach FENWICK & WEST LLP

SILICON VALLEY CENTER

MOUNTAIN VIEW, CA 94041

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

PILOT

Providing online non-downloadable software for tax preparation and tax consulting services; Providing online non-downloadable software using artificial intelligence for tax preparation and tax consultation services; Providing online non-downloadable software to facilitate the collection of information required for tax purposes, and for the preparation and filing of tax forms; Providing online non- Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing online non-downloadable software for tax preparation and tax consulting services; Providing online non-downloadable software using artificial intelligence for tax preparation and tax consultation services; Providing online non-downloadable software to facilitate the collection of information required for tax purposes, and for the preparation and filing of tax forms; Providing online non-downloadable software using artificial intelligence to facilitate the collection of information required for tax purposes, and for the preparation and filing of tax forms


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial services, namely, corporate financial controller services in the nature of financial advisory and consultancy services; Financial services, namely, financial planning, budgeting, forecasting and analysis; Financial services, namely, cash management services; Financial services, namely, capital management and investment advisory services; Financial services, namely, wealth management services; Financial investment management services, namely, facilitating the issuance of equity awards to service providers in the nature of stock grants, options, restricted stock units (RSUs), restricted stock awards (RSAs), phantom stock, and stock appreciation rights; Credit assessment services, namely, evaluation of the creditworthiness of juristic entities and private individuals and verification of financial information provided by entities and private individuals


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Tax preparation and filing services; Tax advisory and consulting services; Tax compliance services, namely, record-keeping for regulatory compliance purposes; Tax planning and tax management services, namely tax consulting, advisory, preparation and filing services; Foreign tax business services, namely, foreign tax return preparation and filing, foreign tax credits allocation, foreign tax-related reporting compliance, tax-related reporting compliance, taxation planning based on foreign activities and stakeholders, and transfer pricing consultation services; Conducting financial tax studies, namely, studies to identify and quantify eligible expenses and activities in support of claiming tax credits and other tax benefits and incentives; Providing tax analysis and calculation in the nature of business accounting and assessment and planning services; Accounting services; Audit support services, namely, preparation, organization and presentation of documents and data requested by tax authorities, and substantiating tax positions for the purposes of responding to inquiries and audit examinations from tax authorities; Business auditing services; Merger, acquisition and divestiture consulting and advisory services; maintaining and updating corporate records, namely, maintaining the number of authorized shares, par value and other principal rights and preferences, as maintainable in stock records in accordance with the customer's charter and monitoring equity pool balances for business purposes in the nature of equity record-keeping for equity management, financial recordkeeping and regulatory compliance purposes; business assistance services in the nature of assisting with 83(b) filings for the purchase of unvested shares; business records management, namely, recording transactions on customers' equity ledgers in the nature of recording the issuing of new shares, the exercising of rights to acquire shares, the transfer of shares, the cancelling of shares, and recording changes to the contractual terms of shares; business records management, namely, equity administration services in the nature of administration and recording of transactions involving equity interests


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 97612190

Mark Type

No Service Mark

Attorney Docket Number

No 39419-00070

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
28th Oct 2024TEAS STATEMENT OF USE RECEIVED
24th Sep 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
30th Jul 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
30th Jul 2024PUBLISHED FOR OPPOSITION
10th Jul 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
26th Jun 2024APPROVED FOR PUB - PRINCIPAL REGISTER
30th May 2024TEAS REQUEST FOR RECONSIDERATION RECEIVED
30th May 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
30th May 2024TEAS/EMAIL CORRESPONDENCE ENTERED
29th Feb 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED