U.S. federal trademark · Serial No. 85814922 · Reg. No. 4647385
[ financial planning for retirement; financial services, namely, financial administration of retirement plans; financial planning for retirement, namely, design and implementation of retirement plans; estate planning; estate trust planning; business valuation services; investment advice; financial planning; financial planning consultation ]
Tax preparation; income tax consultation, planning and preparation; advisory services relating to business management and business operations; assistance with business management and planning; [ assistance, ] advisory services and consultancy with regard to business planning, business analysis, business management and business organization; accounting services; payroll, namely, [ CPA managed payroll and ] payroll tax compliance [ and accounting ] services; consulting services, namely, expert analysis and management consulting in accounting [ ; audit support services, namely, review and analysis of a company's sales and financial statements, the performance of financial statement audits and reviews, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; business management consulting, business strategic planning and business advisory services provided to the medical profession ]
[ litigation support services ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.