1st Quarter - Report

THE SMITH-FREE GROUP, LLC for INTUIT, INC. AND AFFILIATES (F.K.A. INTUIT, INC.)

Firm
Client
Income
$50,000
Expenses
—

What was lobbied

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

Financial Institutions/Investments/Securities FIN

H.R.1165, Data Privacy Act of 2023 (All sections of full text) Discussions regarding executive branch nominations to federal agencies and commissions. Ensuring consumer and small business prosperity related to data privacy. Support FINTECH innovation, responsible regulations, and consumer protections. Support establishment of an open banking framework providing consumers and small businesses with greater access to their financial data. Support greater access to financial services and financial inclusion.

LobbyistCovered position, as disclosed
JOHN CHRISTIE —
JACK S DEUSER —
TREVOR W. KOLEGO —
SARAH DUMONT MERCHAK —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1165 (118th)

Small Business SMB

Expanding access to capital. Promote small business development and growth. Promote financial health and literacy for small businesses and consumers. Support small business regulatory modernization.

LobbyistCovered position, as disclosed
JACK S DEUSER —
TREVOR W. KOLEGO —
SARAH DUMONT MERCHAK —

Taxation/Internal Revenue Code TAX

Discussions involving Enhance Tax Administration and tax system integrity. Support Tax Simplification and Voluntary Compliance. Support IRS Taxpayer Assistance Programs.

LobbyistCovered position, as disclosed
JACK S DEUSER —

Contacted: SENATE

Budget/Appropriations BUD

Implementation of P.L.117-169, Inflation Reduction Act of 2022 FY24 Financial Services and General Government Appropriations

LobbyistCovered position, as disclosed
JOHN CHRISTIE —
JACK S DEUSER —
SARAH DUMONT MERCHAK —

Consumer Issues/Safety/Products CSP

A.I. and innovation to benefit consumers and small businesses. Encourage innovation and support intellectual property protections.

LobbyistCovered position, as disclosed
JACK S DEUSER —
TREVOR W. KOLEGO —
W. TIMOTHY LOCKE —
SARAH DUMONT MERCHAK —

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.