Patents by Inventor Gil Charney

Gil Charney has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 10713735
    Abstract: Potential benefits that may be applicable to a taxpayer are identified based upon other tax returns for other similar taxpayers, specifically based upon a common external entity that may provide or be associated with the benefit. Identified potential benefits are then recommended to the user. Steps may include receiving a set of taxpayer information related, at least in part, to a subject tax return of the subject taxpayer; identifying an external entity identified on the subject tax return; analyzing a filed return data store to determine benefits reported on tax returns that are indicative of the external entity; identifying a potential benefit associated with the external entity; determining an estimated criterion for the potential benefit; determining whether the subject taxpayer is likely eligible for the potential benefit, based upon the estimated criterion and the set of taxpayer information; and recommending the potential benefit to the subject taxpayer.
    Type: Grant
    Filed: April 25, 2017
    Date of Patent: July 14, 2020
    Assignee: HRB Innovations, Inc.
    Inventors: Laurie Croslin Scott, Joseph Bartling, Gil Charney, C. Taylor Brown
  • Publication number: 20180060972
    Abstract: Potential benefits that may be applicable to a taxpayer are identified based upon other tax returns for other similar taxpayers, specifically based upon a common external entity that may provide or be associated with the benefit. Identified potential benefits are then recommended to the user. Steps may include receiving a set of taxpayer information related, at least in part, to a subject tax return of the subject taxpayer; identifying an external entity identified on the subject tax return; analyzing a filed return data store to determine benefits reported on tax returns that are indicative of the external entity; identifying a potential benefit associated with the external entity; determining an estimated criterion for the potential benefit; determining whether the subject taxpayer is likely eligible for the potential benefit, based upon the estimated criterion and the set of taxpayer information; and recommending the potential benefit to the subject taxpayer.
    Type: Application
    Filed: April 25, 2017
    Publication date: March 1, 2018
    Inventors: Laurie Croslin Scott, Joseph Bartling, Gil Charney, C. Taylor Brown