1st Quarter - Report

MINDSET ADVOCACY, LLC for INTUIT, INC. AND AFFILIATES

Firm
Client
Income
$60,000
Expenses
—

What was lobbied

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

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
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

Computer Industry CPI

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
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

Contacted: Commerce, Dept of (DOC); SENATE; 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
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

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
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

Contacted: Commerce, Dept of (DOC); 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 and SMBs with greater access to their financial data Support greater access to financial services and financial inclusion

LobbyistCovered position, as disclosed
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Small Business Administration (SBA)

Small Business SMB

Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption

LobbyistCovered position, as disclosed
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Small Business Administration (SBA)

Bills named: S. 2330 (118th)

Budget/Appropriations BUD

Enhance tax administration and tax system integrity Support tax simplification and voluntary compliance Support IRS taxpayer assistance programs Implementation of P.L. 117-169 FY25 Financial Services and General Government Appropriations, provisions regarding IRS report on capabilities for taxpayers data portability; SBA report on barriers to digital technology adoption

LobbyistCovered position, as disclosed
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

Taxation/Internal Revenue Code TAX

Enhance tax administration and tax system integrity Support tax simplification and voluntary compliance Support IRS taxpayer assistance programs Implementation of P.L. 117-169

LobbyistCovered position, as disclosed
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

Immigration IMM

Highly skilled immigration reform

LobbyistCovered position, as disclosed
REBECCA ALCORN New Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
CHRIS BROWN Senior Professional Staff, House Financial Services Committee
LANGSTON EMERSON Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
WILLIAM CAMPBELL KING MUELLER Deputy Assistant Secretary, Banking and Finance
LAURI NG Senior Counsel, House Financial Services Committee
ZACHARY K OSTRO Legislative Director, Rep. Robin Kelly
LISA PETO Chief Counsel, House Financial Services Committee Majority Staff
CHARLIE SCHREIBER Senior Counsel, House Financial Services Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

Contacted: 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.