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● Live · Pending

U.S. federal trademark · Serial No. 99693539

Mark
T
Status
Pending
Serial Number
99693539
Filing Date
September 12, 2025
Class(es)
Class 009, Class 035, Class 036, Class 041, Class 042, Class 045

Owner

A&M Bookkeeping and Tax Solutions Inc.
03 · Mississauga, ON, CA

Goods & Services

financial advice relating to tax planning

Downloadable software using artificial intelligence for tax preparation, financial management, and accounting; Downloadable software using artificial intelligence for accessing legal information; Downloadable software and mobile applications using artificial intelligence for accessing, providing, and searching in the fields of tax, financial management, accounting, and legal services; Downloadable software and mobile applications for providing access to information on taxes, financial management, budgeting, accounting, and legal services; Downloadable computer application software embedded with generative artificial intelligence (AI) and machine learning algorithms for mobile devices, mobile phones, smartphones, handheld computers tablet computers, and computers for summarizing financial reports; Downloadable computer application software using generative artificial intelligence (AI) and machine learning algorithms for managing documents and information related to legal cases, managing documents and information relating to accounting, tax, and financial management matters; downloadable cloud-based search engine software specifically for use in the field of tax, financial management, and accounting; downloadable cloud-based search engine software for use in the field of tax law; Downloadable cloud-based software for database management in the field of tax, financial management, and law; Downloadable computer software for tax planning, tax calculation, tax return preparation and tax return filing; Downloadable electronic data files and databases, namely, business and tax forms, for use with computer software; Downloadable tax management software; Downloadable preparation software; downloadable cloud-based search engine software specifically for use in the field of tax, financial management, and accounting; downloadable cloud-based search engine software for use in the field of tax law

Education services, namely, providing non-downloadable webinars in the field of taxes; Arranging and conducting educational courses in the field of taxes, financial management and budgets; Arranging and conducting educational courses for youth, adults, and the general public in the field of taxes; Arranging and conducting educational courses for tax, legal, and financial professionals in the field of taxes; Arranging and conducting of workshops and seminars in the field of taxes; Educational services, namely, conducing experiential learning programs in the field of taxes; Conducting training for tax, legal, and financial professionals in the field of taxes; Providing in-person and online seminars in the field of taxes; In-person and online training in the field of tax preparation

Design, development and maintenance of artificial intelligence (AI) software; Providing online non-downloadable software using artificial intelligence for accessing, providing, and searching in the fields of tax, wealth management, financial management, accounting, and legal services; Providing online non-downloadable software using artificial intelligence for accessing, providing, and searching i in the fields tax, financial management, accounting, and legal service providers; Providing online non-downloadable software for planning and managing taxes; Software as a services (SAAS) services featuring software utilizing artificial intelligence for accessing, providing, and searching in the fields of tax planning, financial management, and legal services; Providing online non-downloadable software for providing access to information in the fields of on taxes, wealth management, financial management, budgeting, accounting, and legal services; Providing temporary use of non-downloadable software for providing access to interactive personalized tutorials in the field of tax via a website; Platform as a services (PAAS) featuring computer software platforms for communicating with financial professionals in the fields of accounting and taxation; Providing temporary use of non-downloadable computer software for tax calculation; Providing temporary use of online non-downloadable software for tax management; Providing online non-downloadable software for reviewing, analyzing, tracking, and reporting compliance with tax requirements, regulations, and laws; Providing online non-downloadable software for automating tax planning and financial management services, developing optimized financial strategies, providing financial reporting and analytics and ensuring compliance with applicable laws; Platform as a services (PAAS) featuring computer software platforms for enabling users to communicate with financial professionals in the field of trade finance

Tax and taxation planning, advice, information and consultancy services; Tax planning advisory services

Reviewing standards and practices to assure compliance with financial laws and regulations; Reviewing standards and practices to assure compliance with tax law and tax regulations; Regulatory compliance consulting services in the field of tax laws for tax professionals, financial professionals, legal professionals, financial brokers, businesses, and individuals

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.