Alan Brian Tifford

US Patent:

7908191, Mar 15, 2011

Filed:

Nov 21, 2008

Appl. No.:

12/276142

Inventors:

Vidya Dinamani - San Diego CA, US
Richard N. Preece - San Diego CA, US
David D. Taylor - San Marcos CA, US
Keith A. Greener - San Diego CA, US
Alan Tifford - San Diego CA, US
Cary D. E. Evans - Encinitas CA, US
Alan F. Buhler - Escondido CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22
G07F 19/00

US Classification:

705 31, 701200, 340988

Abstract:

A portable computing device associated with a user for tracking mileage in a motor vehicle, including a processor, a memory, a global positioning satellite (GPS) module configured to determine a physical location of the portable computing device, a tracking application stored in the memory of the portable computing device, wherein the tracking application is configured to activate based on a movement of the portable computing device, determine whether a threshold speed is reached by the portable computing device, record a number of miles traveled by the portable computing device in the motor vehicle to obtain tracking data, and display the tracking data for reconciliation by the user, wherein the tracking application determines physical locations of the user using the GPS module, wherein reconciling data includes indicating which tracking data is business related, and wherein the recorded mileage is configured to be downloaded into a financial application.

US Patent:

8019664, Sep 13, 2011

Filed:

Oct 14, 2008

Appl. No.:

12/251288

Inventors:

Alan Tifford - San Diego CA, US
Bennett R. Blank - San Diego CA, US
Anthony Creed - San Diego CA, US
Karla Julietta Uribe - San Diego CA, US
Joel Kopelioff - San Diego CA, US
Jason Casseday - San Diego CA, US
Dave Curtis Barrett - Chula Vista CA, US
Michelle M. Makowski - San Diego CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22

US Classification:

705 31, 705 30, 715221, 715222, 715224, 715225

Abstract:

A method for completing a financial form by a user, including: generating a plurality of panels associated with a plurality of financial events reported by the financial form; obtaining a visual data item associated with the user and a financial event of the plurality of financial events; applying the visual data item to a panel of the plurality of panels, where the panel is associated with the financial event; capturing a financial value associated with the financial event using the panel; populating at least a portion of the financial form based on the financial value; extracting a key from a previously populated financial form associated with the user; and searching a visual data source based on the key, where the visual data item is located in the visual data source.

US Patent:

8214276, Jul 3, 2012

Filed:

Jan 29, 2009

Appl. No.:

12/361693

Inventors:

Richard Preece - San Diego CA, US
Vidya Dinamani - San Diego CA, US
Alan Tifford - San Diego CA, US
David Duayne Taylor - San Marcos CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 35

Abstract:

A method and system for providing relative financial position data whereby actual financial data, such as, but not limited to, overall financial position data, income and asset data, expense data, and transactional data, and/or demographic data for various individuals is obtained from one or more sources. A given individual's actual financial transaction data is then compared with other individuals that are determined to be similarly situated with the given individual. The given individual is then provided one or more graphical displays and/or data displays showing a comparison between the given individual's own financial data and/or position and the average financial data and/or position of similarly situated individuals.

US Patent:

8407113, Mar 26, 2013

Filed:

Jun 9, 2010

Appl. No.:

12/797574

Inventors:

Amir Eftekhari - San Diego CA, US
Carol Ann Howe - San Diego CA, US
Jane L. Ryder - San Diego CA, US
Alan Brian Tifford - San Diego CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22
G07F 19/00

US Classification:

705 31

Abstract:

A method for operating a tax inference engine involves receiving tax data items, assigning confidence ratings to the tax data items using inference rules, and assigning relevance ratings to tax questions using the inference rules. The method further involves determining tax questions having ratings that exceed a threshold amount, and ordering the tax questions by the relevance ratings, personalizing a tax question using the inference rules, tax data items, and confidence ratings by altering a wording of the tax question, and determining tax advice using the inference rules, the tax data items, and the confidence ratings.

US Patent:

8447667, May 21, 2013

Filed:

Jul 27, 2011

Appl. No.:

13/192154

Inventors:

Vidya Dinamani - San Diego CA, US
Richard Preece - San Marco CA, US
Alan B. Tifford - San Diego CA, US
David D. Taylor - Santa Barbara CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22
G06Q 40/00

US Classification:

705 31, 705 38

Abstract:

Systems, methods and articles for online computerized methods and systems for facilitating a loan between a borrower and a lender in a financial services system having a loan processing application integrated with a tax return preparation application, in which a lender's tax refund is used to fund the loan. Tax returns are prepared for borrowers and for lenders using the tax return preparation application. The borrowers submits loan request to the system. The system asks lenders having a tax refund if they would like to loan the tax refund to other people and the system presents loan options to the lenders. If a lender likes a loan request, the lender instructs the system to enter into a loan for the request for a specified amount on agreed to loan terms, and the loan amount is then transferred to the borrower, funded by the tax refund.

US Patent:

8463676, Jun 11, 2013

Filed:

Jul 29, 2010

Appl. No.:

12/846723

Inventors:

Vidya Dinamani - San Diego CA, US
Alan Tifford - San Diego CA, US
Richard N. Preece - San Diego CA, US
David D. Taylor - San Marcos CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 35, 705 31, 705 36, 705 38, 705 44

Abstract:

In general, in one aspect, the invention relates to a method, system, and computer readable medium for interpreting discrepancy codes. The invention comprises obtaining, by an intermediary system, tax information associated with a taxpayer, wherein the tax information comprises an expected refund amount; obtaining an issued refund amount associated with the taxpayer; comparing the expected refund amount and the issued refund amount; determining, based on the comparing, a discrepancy amount; obtaining, in response to determining the discrepancy amount, a discrepancy code associated with the issued refund amount; retrieving, from a discrepancy code database, a discrepancy information record using the discrepancy code, wherein the discrepancy information record indicates a source of the discrepancy amount; generating a discrepancy explanation using the discrepancy information record, the discrepancy amount, and the tax information; and sending the generated discrepancy explanation to a client system.

US Patent:

8478671, Jul 2, 2013

Filed:

Sep 11, 2008

Appl. No.:

12/209101

Inventors:

Alan Tifford - San Diego CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 35

Abstract:

A method for community-based tax deduction advice involves displaying a suggestion input control in a networked tax preparation application, obtaining tax deduction suggestions from taxpayers using the suggestion input control, and displaying a live feed of tax deduction suggestions to a user of the networked tax preparation application.

US Patent:

8510187, Aug 13, 2013

Filed:

Feb 19, 2010

Appl. No.:

12/709345

Inventors:

Vidya Dinamani - San Diego CA, US
Alan Tifford - San Diego CA, US
Richard N. Preece - San Marcos CA, US
David D. Taylor - San Marcos CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22
G07F 19/00

US Classification:

705 31

Abstract:

A tax refund amount is determined or received at an intermediate computer operably connected to tax authority and user computers. The user computer and a tax preparation program are used to prepare an electronic tax return and determine the refund amount. Accounts that are available to receive a portion of the refund are identified and selected. A determination regarding how the refund can be allocated to selected accounts is made. The refund is transferred from the tax authority to the intermediate computer, and respective portions of the refund are transferred from the intermediate computer to respective selected accounts based at least in part upon a determined or selected allocation to increase the value of the refund, e. g. , due to interest rates of selected accounts, compared to the refund value determined with the tax preparation program.