3rd Quarter - Report

JAKE PERRY + PARTNERS for INTUIT, INC. AND AFFILIATES

Firm
Client
Income
$30,000
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
JAKE PERRY —

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

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; Regulation of tax return preparers.

LobbyistCovered position, as disclosed
JAKE PERRY —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; 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 SMB's with greater access to their financial data; Support greater access to financial services and financial inclusion.

LobbyistCovered position, as disclosed
JAKE PERRY —

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

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
JAKE PERRY —

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

Bills named: S. 2330 (118th)

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

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: Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; 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
JAKE PERRY —

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

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; Regulation of tax return preparers; FY25 Financial Services and General Government Appropriations Reporting on the IRS report on capabilities for taxpayers data portability; SBA report on barriers to digital technology adoption.

LobbyistCovered position, as disclosed
JAKE PERRY —

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

LobbyistCovered position, as disclosed
JAKE PERRY —

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

Immigration IMM

Highly Skilled immigration Reform

LobbyistCovered position, as disclosed
JAKE PERRY —

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.