1st Quarter - Report

MINDSET ADVOCACY, LLC for INTUIT, INC. AND AFFILIATES

Period 1st Quarter 2025 Filed Apr 21, 2025 Signed by Soyoung Min

Official filing
Firm
MINDSET ADVOCACY, LLC
Client
INTUIT, INC. AND AFFILIATES
Income
$60,000
Expenses
—

What was lobbied

9 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 Harmonization of cyber security requirements and incident reporting standards

LobbyistCovered position, as disclosed
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

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 Harmonization of cyber security requirements and incident reporting standards

LobbyistCovered position, as disclosed
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

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 Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

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 Harmonization of cyber security requirements and incident reporting standards

LobbyistCovered position, as disclosed
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

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 Promote payments infrastructure modernization and market competition

LobbyistCovered position, as disclosed
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Small Business Administration (SBA); Consumer Financial Protection Bureau (CFPB)

Small Business SMB

Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 305 - Small Business Technology Act, provisions addressing barriers to digital adoption

LobbyistCovered position, as disclosed
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

Bills named: S. 305 (119th)

Budget/Appropriations BUD

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 FY26 Homeland Security Appropriations on report and authorization of cyber security requirements and incident reporting harmonization FY26 MILCONVA Appropriations on VA and SBA report on expansion of programming serving veteran entrepreneurs

LobbyistCovered position, as disclosed
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

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 Regulation of tax return preparers Communications with DOGE Caucus members regarding tax simplification, waste, fraud and abuse

LobbyistCovered position, as disclosed
REBECCA ALCORN Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
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; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT Chief of Staff, Rep. Bill Foster

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

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.