U.S. federal trademark · Serial No. 86242055 · Reg. No. 4767006
Tax payment processing services; estate planning services; financial advice, namely, budget planning; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals and families; consulting and information concerning insurance and banking; Financial advice and consultancy services; Financial statement preparation and analysis
Tax consulting, tax preparation, tax filing services, tax and taxation advice, information, and consulting services; Accounting services and consultation; business advisory services, consultation and information; bookkeeping services; referrals in the fields of banking, insurance, tax, and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.