U.S. federal trademark · Serial No. 85933578 · Reg. No. 4530836
[ Accounting services; Business succession planning; Income tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax preparation ]
Credit and financial consultation; Estate planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, developing strategies using insurance and financial products to assist clients in optimizing their financial circumstance; Financial services, namely, wealth management services
[ Legal services; Representation of clients in tax matters before tax authorities ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.