4th Quarter - Report

JAKE PERRY + PARTNERS for INTUIT, INC. AND AFFILIATES

Firm
Client
Income
$30,000
Expenses
—

What was lobbied

8 issue areas, each in the filer's own words, with who lobbied on it and where.

Taxation/Internal Revenue Code TAX

Enhance Tax Administration & tax system integrity; Support Tax Simplification and Voluntary Compliance; Support IRS Taxpayer Assistance Programs; Implementation of P.L. 117-169

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Financial Institutions/Investments/Securities FIN

Promote financial health and literacy for small businesses and consumers; Support establishment of an open banking framework providing consumers with greater access to their financial data; Support greater access to financial services and financial inclusion

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: HOUSE OF REPRESENTATIVES; Small Business Administration (SBA); SENATE; Treasury, Dept of

Small Business SMB

Promote small business development and growth; Support small business regulatory modernization; Expanding access to capital; Addressing digital barriers to adoption

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: SENATE; Small Business Administration (SBA); Treasury, Dept of; HOUSE OF REPRESENTATIVES

Consumer Issues/Safety/Products CSP

Encourage innovation and support intellectual property protections; AI and innovation to benefit consumers and small businesses; Ensuring consumer and small business prosperity related to data privacy

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: Commerce, Dept of (DOC); SENATE; HOUSE OF REPRESENTATIVES

Science/Technology SCI

Encourage innovation and support intellectual property protections; AI and innovation to benefit consumers and small businesses; Ensuring consumer and small business prosperity related to data privacy

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: SENATE; Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES

Trade (domestic/foreign) TRD

Encourage innovation and support intellectual property protections; AI and innovation to benefit consumers and small businesses; Ensuring consumer and small business prosperity related to data privacy

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC)

Copyright/Patent/Trademark CPT

Encourage innovation and support intellectual property protections; AI and innovation to benefit consumers and small businesses; Ensuring consumer and small business prosperity related to data privacy

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC)

Budget/Appropriations BUD

Enhance Tax Administration & tax system integrity; Support Tax Simplification and Voluntary Compliance; Support IRS Taxpayer Assistance Programs; Implementation of P.L. 117-169; FY24 Financial Services and General Government Appropriations - issues related to the impact of digitization on small businesses

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.