Lobbying Relationship

Client

Intuit, Inc. and Affiliates (F.K.A. Intuit, Inc.)

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Lobbying firm

The Smith-Free Group, LLC

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  • Implementation of P.L.117-169, Inflation Reduction Act of 2022
  • A.I. and innovation to benefit consumers and small businesses. Encourage innovation and support intellectual property protections.
  • Discussions regarding executive branch nominations to federal agencies and commissions. Ensuring consumer and small business prosperity related to data privacy. 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.
  • 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. Addressing digital barriers to adoption.
  • Discussions involving Enhance Tax Administration and tax system integrity. Support Tax Simplification and Voluntary Compliance. Support IRS Taxpayer Assistance Programs.

Duration: to

General Issues: Budget/Appropriations, Consumer Issues/Safety/Protection, Financial Institutions/Investments/Securities, Small Business, Taxation/Internal Revenue Code, Retirement

Spending: about $2,080,000 (But it's complicated. Here's why.)

Agencies lobbied since 2014: U.S. Senate, House of Representatives, Treasury - Dept of, Small Business Administration (SBA)

Bills mentioned

H.R.3860: IRS Data Verification Modernization Act of 2017

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.4938: Free File Act of 2016

Sponsor: Peter Roskam (R-Ill.)

H.R.5725: IRS Data Verification Modernization Act of 2016

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.6118: Financial Services Innovation Act of 2016

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.1: Tax Reform Act of 2014

Sponsor: Dave Camp (R-Mich.)

H.R.5771: Tax Increase Prevention Act of 2014

Sponsor: Dave Camp (R-Mich.)

H.R.3641: Free File Permanence Act of 2017

Sponsor: Peter Roskam (R-Ill.)

H.R.2901: Volunteer Income Tax Assistance Permanence Act of 2017

Sponsor: Carlos Curbelo (R-Fla.)

S.3278: Protecting Taxpayers Act

Sponsor: Rob Portman (R-Ohio)

S.3246: Taxpayer First Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

H.R.1957: Great American Outdoors Act

Sponsor: John Lewis (D-Ga.)

H.R.4813: Keep Big Tech Out Of Finance Act

Sponsor: Jesús García (D-Ill.)

H.RES.810: Expressing the sense of the House of Representatives that the Free File...

Sponsor: K. Michael Conaway (R-Texas)

H.R.133: Consolidated Appropriations Act, 2021

Sponsor: Henry Cuellar (D-Texas)

H.R.1319: American Rescue Plan Act of 2021

Sponsor: John Yarmuth (D-Ky.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

S.1788: Restoring the IRS Act

Sponsor: Elizabeth Warren (D-Mass.)

H.R.2954: Securing a Strong Retirement Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

H.R.8152: American Data Privacy and Protection Act

Sponsor: Frank Pallone (D-N.J.)

H.R.2617: Consolidated Appropriations Act, 2023

Sponsor: Gerald E. Connolly (D-Va.)

H.R.1165: Data Privacy Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Andrew Barbour Dep. Asst. USTR for Cong. Affairs, USTR Leg. Asst., U.S. Rep. Bart Stupak
Jack S. Deuser Ch. of Staff, U.S. Sen. Jim Bunning Leg. Dir., U.S. Sen. Jim Bunning
Philip G. Kiko Staff Dir. & Gen Counsel, House Admin. Committee Counsel, U.S. Rep. Jim Sensenbrenner CoS & Counsel, House Judiciary Committee CoS & Counsel, U.S. Rep. Jim Sensenbrenner Dep. CoS & Counsel, House Science Committee Assoc. Admin. (Procurement & Purchasing), U.S. House CAO Acting Dir./Dep. Dir (Hrgs & Appeals), Dept. of Interior
Robert Hickmott Counselor to the Secretary, HUD Assoc. Admin. for Cong. & Leg. Affairs, EPA
Trevor Kolego Leg. Assist, Rep. Chris Cannon; Leg. Director, Rep. Jon Porter; Manager of Member Services, Leader John Boehner; Director of Member Services, Speaker John Boehner
Summer Mersinger DC Chief of Staff, Sen John Thune; S Policy Adv, Senate Commerce Committee; Dep Chief of Staff, Sen John Thune; Gen Couns, Sen John Thune; Exec Dir, Sen John Thune; Confidential Assist, OPIC; Exec Assist, Rep John Thune; Staff Assist, Rep John Thune
Sarah Dumont-Merchak Director of Congressional Affairs, Federal Housing Finance Agency; Professional Staff Member, Senate Banking Committee.
Michael A. Gaffin Leg. Director, Sen. Sherrod Brown; Leg. Director, Rep. Rob Andrews; Leg. Asst., Rep. Anna Eshoo; Jr. Leg. Assoc., House Ed. and Labor Committee, Rep. George Miller; Staff Assist., Senate HELP Committee, Sen. Edward Kennedy
John Christie Ch. Rep. of Staff, Rep. Alma Adams; Leg. Director, Rep. Alma Adams; Senior Leg. Assist., Rep. Alma Adams; Leg. Assist., Rep. Alma Adams; Leg. Correspondent/Leg. Aide, Rep. Norma Torres
Alicia W. Smith n/a
James C. Free n/a
W. Timothy Locke n/a
James Free n/a
Chris Scribner n/a
Ian S.D. Mair n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

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Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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