3rd Quarter - Report

H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. for H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.

Firm
Client
Income
—
Expenses
$1,130,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Issues with tax-time financial products (Refund Advance and Refund Transfer) and financial product innovation; Small dollar lending

LobbyistCovered position, as disclosed
BAILEY CHILDERS —
ANDREW JENNISON —
KAYA VIRGINIA SINGLETON New —
DANIEL CALHOON TURRENTINE —

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

Taxation/Internal Revenue Code TAX

Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;

LobbyistCovered position, as disclosed
BAILEY CHILDERS —
ANDREW JENNISON —
KAYA VIRGINIA SINGLETON New —
DANIEL CALHOON TURRENTINE —

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

Bills named: H.R. 3330 (116th), S. 1192 (116th), H.R. 3466 (116th), H.R. 1957 (116th), S. 928 (116th), S. 1194 (116th)

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.