U.S. federal trademark · Serial No. 99050283 · Reg. No. 7993139
Tax consulting services
Software as a service (SAAS) services featuring software for financial portfolio management; Software as a service (SAAS) services featuring software for tax analysis and management; Application service provider featuring application programming interface (API) software for financial portfolio management; Application service provider featuring application programming interface (API) software for tax analysis and management; Software as a service (SAAS) services featuring software for providing financial information, financial management, investment management services, tax management services and retirement planning; Application service provider featuring application programming interface (API) software for providing financial information, financial management, investment management services, tax management services and retirement planning; Software as a service (SAAS) services featuring software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management; Application service provider featuring application programming interface (API) software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management
Financial advice relating to tax; Financial portfolio management; Providing financial information; Investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.