The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jan. 14, 2025
Filed:
Oct. 21, 2021
Applicant:
Data Vault Holdings, Inc., New York, NY (US);
Inventors:
Alfred Blair Blaikie, III, Tinton Falls, NJ (US);
Nathaniel T. Bradley, Tucson, AZ (US);
Joshua S. Paugh, Tucson, AZ (US);
Edward Braniff, III, Avon, NJ (US);
Assignee:
DATA VAULT HOLDINGS, INC., New York, NY (US);
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 30/02 (2023.01); G06F 40/174 (2020.01); G06F 40/186 (2020.01); G06Q 30/0204 (2023.01); G06Q 40/12 (2023.01);
U.S. Cl.
CPC ...
G06Q 40/123 (2013.12); G06F 40/174 (2020.01); G06F 40/186 (2020.01); G06Q 30/0204 (2013.01); G06Q 2220/00 (2013.01);
Abstract
A system, method, device, and data platform for generating a tax return utilizing a data platform. Client data is aggregated for a client from available source to generate a client profile. A relevant tax return strategy is determined based on the client data. A template tax return is automatically created based on the relevant tax return strategy. The template tax return is populated with the client data to generate the tax return for the client.