3rd Quarter - Report

JAKE PERRY + PARTNERS for INTUIT, INC. AND AFFILIATES

Firm
Client
Income
$30,000
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

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
JAKE PERRY —

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

Science/Technology SCI

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
JAKE PERRY —

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

Trade (domestic/foreign) TRD

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

Copyright/Patent/Trademark CPT

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

Budget/Appropriations BUD

FY26 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. 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
JAKE PERRY —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Taxation/Internal Revenue Code TAX

Enhance tax administration & tax system integrity. Support tax simplification and voluntary compliance. Support IRS taxpayer assistance programs. Regulation of tax return preparers.

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 greater access to financial services and financial inclusion. Promote payments infrastructure modernization and market competition.

LobbyistCovered position, as disclosed
JAKE PERRY —

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

Small Business SMB

Promote small business development and growth. Support small business regulatory modernization. Expanding access to capital.

LobbyistCovered position, as disclosed
JAKE PERRY —

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

Computer Industry CPI

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
JAKE PERRY —

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

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.