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United States of America Patent

PATENT NO 11379929
APP PUB NO 20170061548A1
SERIAL NO

14836641

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ATTORNEY / AGENT: (SPONSORED)

Importance

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Abstract

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System, method and media for the provision of relevant information, tax regulations and other advice for the preparation of the return to the user of the tax preparation system. This can be done by developing a profile of the taxpayer as the user moves through the process of preparing the tax return. When a user views a tip or help article, the impact on the outcome of the return is noted. If the impact is a positive one, then the tip or help article may be automatically presented to future users with similar taxpayer profiles. In this way, users can maximize the benefit of the return for the taxpayer while increasing the accuracy of the prepared return.

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Patent Owner(s)

Patent OwnerAddress
HRB INNOVATIONS INC2215-B RENAISSANCE DRIVE LAS VEGAS NV 89119

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Houseworth, Jason Olathe, US 23 717
Roebuck, Eric Shawnee, US 3 89

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Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
3.5 Year Payment $1600.00 $800.00 $400.00 Jan 5, 2026
7.5 Year Payment $3600.00 $1800.00 $900.00 Jan 5, 2030
11.5 Year Payment $7400.00 $3700.00 $1850.00 Jan 5, 2034
Fee Large entity fee small entity fee micro entity fee
Surcharge - 3.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge - 7.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge - 11.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge after expiration - Late payment is unavoidable $700.00 $350.00 $175.00
Surcharge after expiration - Late payment is unintentional $1,640.00 $820.00 $410.00