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United States / Services / Trademarks & IP

United States services

Trademarks & IP for US businesses

The brand protected in the market you sell into — searches, filings and watch, with the attorney line stated on every page.

What we cover

One page per intent — search the one that matches, or start with the fit call.

Trademark search & registrationClearance search and USPTO application prepared — with the 2019 rule stated plainly: foreign-domiciled applicants file through a US attorney.
Trademark office action responseThe refusal read properly and the response file built — evidence, arguments and deadlines organised for the attorney who signs.
Trademark renewal (§8 & §9)The year 5–6 declaration and year-10 renewal windows tracked and prepared before they lapse the mark.
Trademark watchNew applications monitored against your mark, with a documented escalation path when something conflicts — unregulated, sold directly.
Copyright registration prepThe US Copyright Office eCO filing prepared and coordinated — deposit copy, claims and fees organised.
Trademark assignment recordalOwnership transfers recorded properly on the register — US via ETAS, AU via IP Australia — so the register matches reality.
TTAB opposition & cancellation supportWhen someone opposes your mark — or you need to oppose theirs — the evidence file and timeline behind the attorney who argues it.
Patent filing coordinationProvisional to nonprovisional, Track One where speed matters — the disclosure file and deadlines organised for the registered practitioner who prosecutes.
Design patent coordinationProtecting how it looks — drawings and filing file prepared for the registered practitioner.
Logo designA mark designed to be registrable — and delivered with the files a trademark filing actually needs.

How the work runs

A named person on our team owns your file; software carries the transaction-level grinding underneath their review. We work inside the system you already use — never a platform of our own that your data has to move through.

  • QuickBooks
  • Xero
  • NetSuite
  • Sage
  • Zoho Books
  • Bill.com
  • Gusto
  • Dext

Where this stops, and who picks it up

We are a consulting firm — licensed work runs through partner CPA firms. Here is the licence line in the United States, stated before you buy anything — each of these is carried out by your CPA or enrolled agent:

Stays with your CPA or enrolled agent

  • Issue compilation, review or audit reports — those are restricted to licensed CPA firms.
  • Prepare or file federal or state tax returns.
  • Represent you before the IRS, or respond to notices on your behalf.
  • Determine sales-tax nexus, or worker classification.
  • Advise on which entity to form, or draft formation documents — that is legal work.

Questions worth asking before you start

Will you deal with the Internal Revenue Service on my behalf?

No. We are a consulting firm — licensed work runs through partner CPA firms. Anything that means dealing directly with IRS — filing, correspondence, representation — stays with your CPA or enrolled agent. What changes is how much work it is for them: they open a file that is already reconciled and coded, not one they have to rebuild first.

Who actually does the work — a person or an AI tool?

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

Do you only work with the industries listed here?

These are the sectors where the vocabulary and the pitfalls are specific enough to justify their own page — deferred revenue for SaaS, WIP for professional services, job costing for construction. Outside these, the same bookkeeping and reporting services still apply.

We are a mix of a couple of these — can you still help?

Yes. Most businesses do not sit in exactly one bucket. Tell us the mix on the fit call and we build the chart of accounts and reporting around what you actually do, not the closest label.

Start with a look at the actual file.

Read-only access and a written note on what we found. Free, and the fastest way to know whether we are useful to you.