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.

Date of Patent:
Sep. 01, 2026

Filed:

Jan. 13, 2025
Applicant:

Datavault Ai Inc., Beaverton, OR (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:

Datavault AI Inc., Beaverton, OR (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 managing a tax return. A user profile is received. Client data is automatically aggregated according to the user profile. The client data is tokenized in one or more tokens associated with the client. One or more relevant tax return strategies are determined based on the client data and the one or more tokens. A template tax return is automatically created based on the one or more relevant tax return strategies. The template tax return is populated with the client data to generate the tax return for the client.


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