2nd Quarter - Report

FORBES-TATE for H&R BLOCK

Firm
Client
Income
$60,000
Expenses
—

What was lobbied

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

Taxation/Internal Revenue Code TAX

Issues related to improving tax administration and tax fraud prevention; Issues related to the promotion of minimum competency standards for tax return preparers; Issues regarding regulatory reform, IRS reform, and Tax Administration; H.R. 1957 - Taxpayer First Act of 2019; Education on administration of the Government Populated Return; Issues related to Taxpayer Service Standards; Issues regarding revocation of the PTIN; Issues with financial products and financial product innovation; FinTech related issues; Issues regarding consumer privacy; Issues related to the "Free File" program.

LobbyistCovered position, as disclosed
JERRY DRISCOLL —
JEFFREY FORBES —
ELIZABETH GREER —
FRANCESCA MCCRARY New Legislative Assistant, Rep. Elijah Cummings (2016-2017); Professional Staff, House Oversight Reform Committee (2016-2016).
JEFFREY SADOSKY —
KELLEY JULIA WILLIAMS —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1957 (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.