Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Issues pertaining to 1099K's
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Duration: January 1, 2008
to
December 31, 2011
General Issues: Taxation/Internal Revenue Code , Financial Institutions/Investments/Securities , Consumer Issues/Safety/Protection , Budget/Appropriations , Banking , Accounting , Agriculture
Spending: about $39,907,088 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2008: U.S. Senate, House of Representatives, Treasury - Dept of, Office of Management & Budget (OMB), Treasury - Dept of,, U.S. Senate,, Internal Revenue Service (IRS), Health & Human Services - Dept of (HHS), Securities & Exchange Commission (SEC), Federal Deposit Insurance Commission (FDIC), Federal Reserve System
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?
Brain Hart
Director, Government Relations
Brian Hart
Director, Government Relations
Cedric Grant
Chief of Staff, Rep. Jeffries,1/13-11/17; Dir., White House Office of Faith Based and Neighborhood Partnerships Dept of Commerce, 6/09-1/13; Leadership Liaison and Policy Advisor, House Ways & Means, 2/07-6/09; Senior Advisor, Rep. Rangel, 5/06-2/07
Gary Woodward
Chief of Staff, Rep. Scott, (2016-2020); Deputy Under Secretary for Marketing and Regulatory Programs, USDA, (2014-2016); Legis. Dir., Rep. Scott, (2006-2014); Legis. Asst., Rep. Cleaver, (2005); Staff Asst./LC, Rep. Majette (2003-2005)
George Agurkis
Intern-Rep. Holden 7/2008 to 8/2008; Intern, Staff Asst., Asst. Clerk, Leg. Clerk, Professional Staff, Senior Professional Staff/Policy Advisor, House of Rep. Cmte.On Rules - 08/2008 to 11/2017
Daniel Turrentine
n/a
Andrew Jennison
n/a
Dan Turrentine
n/a
Theresa Pattara
n/a
Marie van Luling
n/a
Margaret McGinty
n/a
Jeremy Stohs
n/a
Brian Donohue
n/a
Kathryn Fulton
n/a
Kathry Fulton
n/a
Robert Weinberger
n/a
Tracey Walker
n/a
Bailey Childers
n/a
Kaya Singleton
n/a
Tom Gannon
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.
1st Quarter, 2024
In Q1, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on April 22.
Original Filing: 301570217.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Issues pertaining to 1099K's
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2023
In Q4, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 22.
Original Filing: 301536065.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Issues pertaining to 1099K's
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2023
In Q3, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 20, 2023.
Original Filing: 301510449.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Issues pertaining to 1099K's
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Issues related to USPS proposed rule on mailing currency
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2023
In Q2, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on July 20, 2023.
Original Filing: 301490851.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Issues pertaining to 1099K's
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Issues related to USPS proposed rule on mailing currency
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2023
In Q1, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on April 20, 2023.
Original Filing: 301462122.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Issues pertaining to 1099K's
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Issues related to USPS proposed rule on mailing currency
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2022
In Q4, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 20, 2023.
Original Filing: 301437546.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Issues pertaining to 1099Ks
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2022
In Q3, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 20, 2022.
Original Filing: 301418715.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2022
In Q2, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on July 20, 2022.
Original Filing: 301396321.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to cryptocurrency reporting provisions and the employee retention credit
Issues pertaining to the administration of financial information reporting requirements and small business tax administration
Issues pertaining to cyber security standards
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
Issues pertaining to the Internal Revenue Service funding
Issues pertaining to tax administration
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to cyber security standards
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Issues pertaining to the cost of card acceptance
Issues pertaining to bank partnerships
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2022
In Q1, H&R Block Management, LLC, a subsidiary of H&R Block, Inc. had in-house lobbyists. The report was filed on April 22, 2022.
Original Filing: 301373139.xml
Lobbying Issues
Issues pertaining to government populated returns
Issues pertaining to taxpayer service standards
Issues pertaining to cryptocurrency reporting provisions and the employee retention credit
Issues pertaining to the administration of financial information reporting requirements, tax preparer regulations, small business deduction, increasing tax credits, and the broadening and extension of the family credits enacted in the American Rescue Plan
Issues pertaining to the child tax credit
Issues pertaining to the earned income tax credit
H.R. 2471, Consolidated Appropriations Act, 2022, Issues pertaining to the Internal Revenue Service funding; Issues pertaining to cyber security standards
Issues pertaining to tax administration
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues pertaining to financial products including mobile banking
Issues pertaining to financial inclusion
Issues pertaining to access to credit
Issues pertaining to debit and prepaid payment cards
Issues pertaining to overdraft fees
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2021
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 20, 2022.
Original Filing: 301337953.xml
Lobbying Issues
H.R. 1319, American Rescue Plan Act of 2021, issues pertaining to the administration of Economic Impact Payments (EIPs), SBA's Paycheck Protection Program (PPP) loan for small businesses, and unemployment insurance.
S. 1274, Remote and Mobile Worker Relief Act of 2021, issues pertaining to remote and mobile workers and the emergency, temporary COVID provision in this legislation to maintain the pre-COVID status quo for state income tax.
H.R. 2297/S. 1194 (116th CONGRESS), Tax Filing Simplification Act of 2019, issues pertaining to education on the Government Populated Return.
H.R. 4184, Taxpayer Protection and Preparer Proficiency Act of 2021, issues pertaining to taxpayer service standards.
H.R. 3684, Infrastructure Investment and Jobs Act, issues pertaining to cryptocurrency reporting provisions and the employee retention credit.
Issues pertaining to the administration of financial information reporting requirements, tax preparer regulations, small business deduction, feasibility study of government populated return, increasing tax credits, and the broadening and extension of the family credits enacted in the American Rescue Plan.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2021
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 20, 2021.
Original Filing: 301313510.xml
Lobbying Issues
H.R. 1319, American Rescue Plan Act of 2021, issues pertaining to the administration of Economic Impact Payments (EIPs), SBA's Paycheck Protection Program (PPP) loan for small businesses, and unemployment insurance.
S. 1274, Remote and Mobile Worker Relief Act of 2021, issues pertaining to remote and mobile workers and the emergency, temporary COVID provision in this legislation to maintain the pre-COVID status quo for state income tax.
H.R. 2297/S. 1194 (116th CONGRESS), Tax Filing Simplification Act of 2019, issues pertaining to education on the Government Populated Return.
H.R. 4184, Taxpayer Protection and Preparer Proficiency Act of 2021, issues pertaining to taxpayer service standards.
H.R. 3684, Infrastructure Investment and Jobs Act, issues pertaining to cryptocurrency reporting provisions and the employee retention credit.
Issues pertaining to the administration of financial information reporting requirements, tax preparer regulations, small business deduction, feasibility study of government populated return, increasing tax credits, and the broadening and extension of the family credits enacted in the American Rescue Plan.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Internal Revenue Service code section 7216, issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2021
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 20, 2021.
Original Filing: 301290852.xml
Lobbying Issues
H.R. 1319, American Rescue Plan Act of 2021, issues pertaining to the administration of Economic Impact Payments (EIPs), SBA's Paycheck Protection Program (PPP) loan for small businesses, and unemployment insurance.
S. 3995 (116th CONGRESS), Remote and Mobile Worker Relief Act of 2020, issues pertaining to remote and mobile workers and the emergency, temporary COVID provision in this legislation to maintain the pre-COVID status quo for state income tax.
H.R. 2297/S. 1194 (116th CONGRESS), Tax Filing Simplification Act of 2019, issues pertaining to education on the Government Populated Return.
H.R. 4184, To set minimum standards for tax return preparers, issues pertaining to taxpayer service standards.
Issues pertaining to moving the tax filing season beyond April 15.
Issues pertaining to increasing tax credits and support families by making permanent the temporary Child and Dependent Care Tax Credit (CDCTC) expansion enacted in the American Rescue Plan.
Issues pertaining to Internal Revenue Service authority to regulate paid tax preparers.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Potential liability shield legislation
Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2021
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q12021 on Aug. 5, 2021
Original Filing: 301293685.xml
Lobbying Issues
H.R. 1319, American Rescue Plan Act of 2021, issues pertaining to the administration of Economic Impact Payments (EIPs), SBA's Paycheck Protection Program (PPP) loan for small businesses, and unemployment insurance.
H.R. 2297/S. 1194 (116th CONGRESS), Tax Filing Simplification Act of 2019, issues pertaining to education on the Government Populated Return.
S. 3995 (116th CONGRESS), Remote and Mobile Worker Relief Act of 2020, issues pertaining to remote and mobile workers and the emergency, temporary COVID provision in this legislation to maintain the pre-COVID status quo for state income tax.
Health, Economic Assistance, Liability Protection and Schools (HEALS) Act (116th CONGRESS)
Implementation of the Coronavirus Aid, Relief, and Economic Security Act or the CARES Act (P.L. 116-136), including provisions pertaining to the administration of Economic Impact Payments (EIPs) and SBA's Paycheck Protection Program (PPP) loan for small businesses.
Issues pertaining to moving the tax filing season beyond April 15.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Potential liability shield legislation
Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2021
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 22, 2021.
Original Filing: 301268916.xml
Lobbying Issues
H.R. 1319, American Rescue Plan Act of 2021, issues pertaining to the administration of Economic Impact Payments (EIPs), SBA's Paycheck Protection Program (PPP) loan for small businesses, and unemployment insurance.
H.R. 2297/S. 1194 (116th CONGRESS), Tax Filing Simplification Act of 2019, issues pertaining to education on the Government Populated Return.
S. 3995 (116th CONGRESS), Remote and Mobile Worker Relief Act of 2020, issues pertaining to remote and mobile workers and the emergency, temporary COVID provision in this legislation to maintain the pre-COVID status quo for state income tax.
Health, Economic Assistance, Liability Protection and Schools (HEALS) Act (116th CONGRESS)
Implementation of the Coronavirus Aid, Relief, and Economic Security Act or the CARES Act (P.L. 116-136), including provisions pertaining to the administration of Economic Impact Payments (EIPs) and SBA's Paycheck Protection Program (PPP) loan for small businesses.
Issues pertaining to moving the tax filing season beyond April 15.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Potential liability shield legislation
Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2020
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 21, 2021.
Original Filing: 301245212.xml
Lobbying Issues
H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of Economic Impact Payments (EIPs) and SBA's Paycheck Protection Program (PPP) loan for small businesses
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding 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, including provisions regarding the PTIN revocation process
H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses
S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return
S. 3995, Remote and Mobile Worker Relief Act of 2020, including issues pertaining to remote and mobile workers and the emergency, temporary COVID provision in this legislation to maintain the pre-COVID status quo for state income tax.
Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Potential liability shield legislation
Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2020
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q32020 on Jan. 27, 2021
Original Filing: 301246880.xml
Lobbying Issues
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding 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, including provisions regarding the PTIN revocation process
H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses
H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses
S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses
S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return
Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process
Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House Energy and Commerce Committee draft privacy bill titled Setting an American Framework to Ensure Data Access, Transparency, and Accountability (SAFE DATA) Act, issues relating to Federal preemption, private right of action, the definition of personal information and consent requirements
Potential liability shield legislation
Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2020
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 20, 2020.
Original Filing: 301220298.xml
Lobbying Issues
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding 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, including provisions regarding the PTIN revocation process
H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses
H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses
S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses
S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return
Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process
Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House Energy and Commerce Committee draft privacy bill titled Setting an American Framework to Ensure Data Access, Transparency, and Accountability (SAFE DATA) Act, issues relating to Federal preemption, private right of action, the definition of personal information and consent requirements
Potential liability shield legislation
Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2020
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 20, 2020.
Original Filing: 301197866.xml
Lobbying Issues
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding 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, including provisions regarding the PTIN revocation process
H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses
H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses
S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return
Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process
Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Internal Revenue Service free file program, education on H&R Blocks participation in the program and June notification that it will be exiting the program
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House Energy and Commerce Committee draft privacy bill, issues relating to Federal preemption, private right of action, the definition of personal information and consent requirements
Potential liability shield legislation
Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Issues related to education on tax-time financial products and small dollar lending
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2020
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 20, 2020.
Original Filing: 301174611.xml
Lobbying Issues
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions setting a minimum standard for tax preparers
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
Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing deadline
Issues related to Internal Revenue Code 7216, Disclosure or use of information by preparers of returns
Issues relating to the administration of stimulus payments
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House Energy and Commerce Committee draft privacy legislation, issues relating to Federal preemption; no private right of action; narrow definition of personal information; consent requirements
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Consumer Issues/Safety/Protection
4th Quarter, 2019
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 21, 2020.
Original Filing: 301126992.xml
Lobbying Issues
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;
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with tax-time financial products (Refund Advance and Refund Transfer) and financial product innovation;
Small dollar lending
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2019
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 21, 2019.
Original Filing: 301078900.xml
Lobbying Issues
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;
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with tax-time financial products (Refund Advance and Refund Transfer) and financial product innovation;
Small dollar lending
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2019
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 22, 2019.
Original Filing: 301058811.xml
Lobbying Issues
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform
H.R. 1957, Taxpayer First Act of 2019
S. 928, Taxpayer First Act of 2019
Education on administration of the Government Populated Return.
Education on administration of the Free File program.
Taxpayer Service Standards
Issuance and revocation of the Preparer Tax Identification Number
S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019
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.
IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation; FinTech; Consumer privacy
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2019
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 22, 2019.
Original Filing: 301037671.xml
Lobbying Issues
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform
H.R. 1957, Taxpayer First Act of 2019
S. 928, Taxpayer First Act of 2019
Education on administration of the Government Populated Return.
Education on administration of the Free File program.
Taxpayer Service Standards
Issuance and revocation of the Preparer Tax Identification Number
IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation; FinTech; Consumer privacy
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2018
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 22, 2019.
Original Filing: 301017391.xml
Lobbying Issues
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform
H.R. 5444, Taxpayer First Act
H.R. 5445, 21st Century IRS Act
S. 2346, Taxpayer First Act of 2018
S.3278, Protecting Taxpayers Act
S. 912, Tax Filing Simplification Act of 2017; Education on administration of the Government Populated Return
Taxpayer Service Standards
Revocation of the Preparer Tax Identification Number
IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation; FinTech; Consumer privacy
H.R. 3860, IRS Data Verification Modernization Act of 2017
S. 1958, IRS Data Verification Modernization Act of 2017
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2018
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 22, 2018.
Original Filing: 300998256.xml
Lobbying Issues
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform
H.R. 5444, Taxpayer First Act
H.R. 5445, 21st Century IRS Act
S. 2346, Taxpayer First Act of 2018
S.3278, Protecting Taxpayers Act
S. 912, Tax Filing Simplification Act of 2017; Education on administration of the Government Populated Return
Taxpayer Service Standards
Revocation of the Preparer Tax Identification Number
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation; FinTech; Consumer privacy
H.R. 3860, IRS Data Verification Modernization Act of 2017
S. 1958, IRS Data Verification Modernization Act of 2017
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2018
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 18, 2018.
Original Filing: 300968977.xml
Lobbying Issues
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform
H.R. 5444, Taxpayer First Act
H.R. 5445, 21st Century IRS Act
S. 912, Tax Filing Simplification Act of 2017; Education on administration of the Government Populated Return
Taxpayer Service Standards
Revocation of the Preparer Tax Identification Number
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation; FinTech; Consumer privacy
H.R. 3860, IRS Data Verification Modernization Act of 2017
S. 1958, IRS Data Verification Modernization Act of 2017
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2018
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 20, 2018.
Original Filing: 300955299.xml
Lobbying Issues
Improve tax administration and tax fraud prevention; Promote minimum competency standards for tax return preparers; Regulatory reform; IRS reform
H.R. 5444, Taxpayer First Act
H.R. 5445, 21st Century IRS Act
S. 912, Tax Filing Simplification Act of 2017; Education on administration of pre-populated returns
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation; FinTech; Consumer privacy
H.R. 3860, IRS Data Verification Modernization Act of 2017
S. 1958, IRS Data Verification Modernization Act of 2017
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2017
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 22, 2018.
Original Filing: 300937087.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax return preparers
Regulatory reform
S. 912, Tax Filing Simplification Act of 2017; Education on administration of pre-populated returns
H.R. 3641, Free File Permanence Act of 2017
IRS reform
Agencies Lobbied
U.S. Senate U.S. House of Representatives Office of Management & Budget (OMB)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation
Support for H.J. Res. 111
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2017
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 20, 2017.
Original Filing: 300915950.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax return preparers
Regulatory reform
S. 912, Tax Filing Simplification Act of 2017; Education on administration of pre-populated returns
H.R. 3641, Free File Permanence Act of 2017
IRS reform
Agencies Lobbied
U.S. Senate U.S. House of Representatives Office of Management & Budget (OMB)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2017
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 20, 2017.
Original Filing: 300897272.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax return preparers
Regulatory reform
S. 912, Tax Filing Simplification Act of 2017; Issues with administration of pre-populated returns
IRS reform
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues with financial products and financial product innovation
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2017
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 20, 2017.
Original Filing: 300874662.xml
Lobbying Issues
Improve tax administration; issues with financial products and financial product innovation; regulatory reform.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2016
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 19, 2017.
Original Filing: 300852014.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax preparers
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2016
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 19, 2016.
Original Filing: 300833970.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax preparers
Senate Finance Committee Chairmans mark of a bill to prevent identity theft and tax refund fraud and The Taxpayer Protection Act of 2016
H.R. 4141, Tax Return Preparer Competency Act of 2015
H.R. 4938, Free File Act of 2016
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House and Senate FSGG Appropriations provisions regarding tax administration
Agencies Lobbied
U.S. Senate U.S. House of Representatives
2nd Quarter, 2016
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 20, 2016.
Original Filing: 300821356.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax preparers
Senate Finance Committee Chairmans mark of a bill to prevent identity theft and tax refund fraud and The Taxpayer Protection Act of 2016
H.R. 4141, Tax Return Preparer Competency Act of 2015
H.R. 4938, Free File Act of 2016
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House and Senate FSGG Appropriations provisions regarding tax administration
Agencies Lobbied
U.S. Senate U.S. House of Representatives
1st Quarter, 2016
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q12016 on Oct. 19, 2016
Original Filing: 300834008.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax preparers
Tax credit due diligence parity and fraud prevention
Senate Finance Committee Chairmans mark of a bill to prevent identity theft and tax refund fraud
H.R. 4141, Tax Return Preparer Competency Act of 2015
Cybersecurity
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House and Senate FSGG Appropriations provisions regarding tax administration
Agencies Lobbied
U.S. Senate U.S. House of Representatives
1st Quarter, 2016
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 20, 2016.
Original Filing: 300800889.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax preparers
Tax credit due diligence parity and fraud prevention
Senate Finance Committee Chairmans mark of a bill to prevent identity theft and tax refund fraud
H.R. 4141, Tax Return Preparer Competency Act of 2015
Cybersecurity
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
House and Senate FSGG Appropriations provisions regarding tax administration
Agencies Lobbied
U.S. Senate U.S. House of Representatives
4th Quarter, 2015
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 20, 2016.
Original Filing: 300782058.xml
Lobbying Issues
Improve tax administration and tax fraud prevention
Promote minimum competency standards for tax preparers
Tax credit due diligence parity and fraud prevention
Senate Finance Committee Chairmans mark of a bill to prevent identity theft and tax refund fraud
House and Senate FSGG Appropriations provisions regarding tax administration.
H.R. 4141, Tax Return Preparer Competency Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2015
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 20, 2015.
Original Filing: 300764482.xml
Lobbying Issues
Improve tax administration and tax fraud prevention.
Promote minimum competency standards for tax preparers.
Tax credit due diligence parity and fraud prevention.
S. 2039 and H.R. 2478, ITIN Reform Act of 2015.
Senate Finance Committee Chairmans mark of a bill to prevent identity theft and tax refund fraud.
House and Senate FSGG Appropriations provisions regarding tax administration.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2015
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q22015 on Feb. 16, 2016
Original Filing: 300786599.xml
Lobbying Issues
Improve tax administration and tax fraud prevention.
Promote minimum competency standards for tax preparers.
Tax credit due diligence parity and fraud prevention.
S. 2039 and H.R. 2478, ITIN Reform Act of 2015.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2015
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 20, 2015.
Original Filing: 300745620.xml
Lobbying Issues
Improve tax administration and tax fraud prevention.
Promote minimum competency standards for tax preparers.
Tax credit due diligence parity and fraud prevention.
S. 2039 and H.R. 2478, ITIN Reform Act of 2015.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2015
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q12015 on Feb. 16, 2016
Original Filing: 300786598.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Tax fraud issues. Policies related to the unbanked and underbanked. Tax credit due diligence parity and fraud prevention. EITC issues. H.R.83: Consolidated and Further Continuing Appropriations Act, 2015.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2015
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 20, 2015.
Original Filing: 300724528.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Tax fraud issues. Policies related to the unbanked and underbanked. Tax credit due diligence parity and fraud prevention. EITC issues. H.R.83: Consolidated and Further Continuing Appropriations Act, 2015.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2014
In Q4, H&R Block, Inc. had in-house lobbyists. The report was filed on Jan. 20, 2015.
Original Filing: 300706432.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Tax fraud issues. Policies related to the unbanked and underbanked. H.R. 495/S. 669: Free File Program Act of 2013. Tax credit due diligence parity and fraud prevention. EITC issues. H.R.83: Consolidated and Further Continuing Appropriations Act, 2015.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2014
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q32014 on Jan. 20, 2015
Original Filing: 300704288.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Tax fraud issues. Policies related to the unbanked and underbanked. H.R. 495/S. 669: Free File Program Act of 2013. Tax credit due diligence parity and fraud prevention. EITC issues.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2014
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q32014 on Jan. 20, 2015
Original Filing: 300706382.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Tax fraud issues. Policies related to the unbanked and underbanked. H.R. 495/S. 669: Free File Program Act of 2013. Tax credit due diligence parity and fraud prevention. EITC issues.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2014
In Q3, H&R Block, Inc. had in-house lobbyists. The report was filed on Oct. 20, 2014.
Original Filing: 300683078.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Tax fraud issues. Policies related to the unbanked and underbanked. H.R. 495/S. 669: Free File Program Act of 2013. Tax credit due diligience parity and fraud prevention. EITC issues.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2014
In Q2, H&R Block, Inc. had in-house lobbyists. The report was filed on July 21, 2014.
Original Filing: 300666680.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Free File Alliance (H.R. 495/S. 669: Free File Program Act of 2013). Tax fraud issues. Policies related to the unbanked and underbanked. Tax credit due diligence parity and fraud prevention (H.R. 2116 - Earned Income Tax Credit Improvement and Simplification Act 2013). Implementation of Affordable Care Act tax provisions.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2014
H&R Block, Inc. amended a lobbying report for in-house lobbying in Q22014 on July 21, 2014
Original Filing: 300666961.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Free File Alliance (H.R. 495/S. 669: Free File Program Act of 2013). Tax fraud issues. Policies related to the unbanked and underbanked. Tax credit due diligence parity and fraud prevention (H.R. 2116 - Earned Income Tax Credit Improvement and Simplification Act 2013). Implementation of Affordable Care Act tax provisions.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2014
In Q1, H&R Block, Inc. had in-house lobbyists. The report was filed on April 21, 2014.
Original Filing: 300643958.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer standards. Free File Alliance. Tax fraud issues. Policies related to the unbanked and
underbanked. H.R. 495/S. 669: Free File Program Act of 2013. Tax credit due diligence parity and fraud prevention.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of,
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2013
In Q4, H&R Block, INC had in-house lobbyists. The report was filed on Jan. 21, 2014.
Original Filing: 300626621.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer regulations. Refundable credits due diligence. Free File Alliance. Tax fraud issues. Policies related to the unbanked and underbanked. H.R. 495/S. 669: Free File Program Act of 2013.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2013
In Q3, H&R Block, INC had in-house lobbyists. The report was filed on Oct. 18, 2013.
Original Filing: 300600171.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer regulations. Free File Alliance. Tax fraud issues. Policies related to the unbanked and underbanked. H.R. 495/S. 669: Free File Program Act of 2013
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2013
In Q2, H&R Block, INC had in-house lobbyists. The report was filed on July 22, 2013.
Original Filing: 300583193.xml
Lobbying Issues
Tax reform and tax administration. Tax preparer regulations. Free File Alliance. Tax fraud issues. Policies related to the unbanked and underbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate,
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services and banking legislation. Dodd-Frank implementation. Basel III requirements. Policies related to the unbanked and underbanked. ID theft and debit/credit card fraud issues. CFPB.
Agencies Lobbied
U.S. House of Representatives U.S. Senate,
1st Quarter, 2013
In Q1, H&R Block, INC had in-house lobbyists. The report was filed on April 22, 2013.
Original Filing: 300562694.xml
Lobbying Issues
Financial services legislation and implemantation of PL 111-203 Dodd Frank Act. H. R. 3162 - to establish the Consumer Financial Protection agency. Tax preparer regulation legislation. Tax simplification. Free File Alliance. Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Health & Human Services - Dept of (HHS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Tax simplification. Free File Alliance. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Health & Human Services - Dept of (HHS) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer Financial Protection Agency. Tax preparer regulation legislation. Tax simplification. Free File Alliance. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Federal Deposit Insurance Commission (FDIC) Federal Reserve System Health & Human Services - Dept of (HHS) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer Financial Protection agency. Tax preparer regulation legislation. Tax simplification. Free File Alliance. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Health & Human Services - Dept of (HHS) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2012
In Q4, H&R Block, INC had in-house lobbyists. The report was filed on Jan. 18, 2013.
Original Filing: 300533390.xml
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Free File Alliance. Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Health & Human Services - Dept of (HHS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Tax simplification. Free file alliance. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Health & Human Services - Dept of (HHS) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Free File Alliance. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Health & Human Services - Dept of (HHS) Securities & Exchange Commission (SEC) Treasury - Dept of Internal Revenue Service (IRS)
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer Financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Free File alliance. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Health & Human Services - Dept of (HHS) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2012
In Q3, H&R Block, INC had in-house lobbyists. The report was filed on Oct. 15, 2012.
Original Filing: 300506426.xml
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the consumer financial protection agency. Tax preparer regulation legislation. Tax simplification. Return free filing. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Health & Human Services - Dept of (HHS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Tax simplification. Return free filing. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Health & Human Services - Dept of (HHS) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the consumer financial protection agency. Tax preparer regulation legislation. Tax simplification. Return free filing. Policies related to the unbanked. Policies related to the implementation of the Affordable Care Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Health & Human Services - Dept of (HHS) Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Banking Financial Institutions/Investments/Securities
2nd Quarter, 2012
In Q2, H&R Block, INC had in-house lobbyists. The report was filed on July 17, 2012.
Original Filing: 300486550.xml
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial protection agency. Tax preparer regulation legislation. Tax simplification. Return free filing. Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Tax Simplification. Return free filing. Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the consumer financial protection agency. Tax preparer regulation legislation. Tax Simplification. Return free filing. Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Banking Financial Institutions/Investments/Securities
1st Quarter, 2012
H&R Block, INC filed a lobbying registration on April 18, 2012 for in-house lobbying efforts, effective Jan. 1, 2012.
Original Filing: 300465896.xml
Issue(s) they said they’d lobby about: Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Cosnumer financial protection Agency. Tax preparer regulation. Tax Simplification. Return Free Filing. Policies related to the unbanked. Refund Anticipation Loans (RALs) .
1st Quarter, 2012
In Q1, H&R Block, INC had in-house lobbyists. The report was filed on April 19, 2012.
Original Filing: 300467323.xml
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial protection agency. Tax preparer regulation legislation. Tax Simplification. Retrun free filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code Banking Financial Institutions/Investments/Securities
Lobbying Issues
Tax Simplification. Return free filing. Refund Anticipation Loans (RALs) Policies related to the unbanked
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Consumer Issues/Safety/Protection
4th Quarter, 2011
H&R Block, INC in-house lobbying effort was terminated on Jan. 24, 2012
Original Filing: 300453570.xml
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC) U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Lobbying Issues
Tax Simplification. Return free filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
4th Quarter, 2011
H&R Block, INC in-house lobbying effort was terminated on Jan. 18, 2012
Original Filing: 300440855.xml
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC) U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Financial services legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer financial Protection agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Lobbying Issues
Tax Simplification. Return free filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
3rd Quarter, 2011
In Q3, H&R Block, INC had in-house lobbyists. The report was filed on Oct. 20, 2011.
Original Filing: 300425739.xml
Lobbying Issues
Financial Services legislation and implementation of PL 111-203 Dodd Frank Act. H. R. 3162 - to establish the Consumer Financial Protection Agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies Related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Services legislation and implementation of PL 111-203 Dodd Frank Act. H. R. 3162 - to establish the Consumer Financial Protection Agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies Related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities Banking
Lobbying Issues
Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related tot he Unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
2nd Quarter, 2011
In Q2, H&R Block, INC had in-house lobbyists. The report was filed on July 18, 2011.
Original Filing: 300393299.xml
Lobbying Issues
Financial Servies legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer Financial Protection Agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Servies legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer Financial Protection Agency. Tax preparer regulation legislation. Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities Banking
Lobbying Issues
Tax Simplification. Return Free Filing. Refund Anticipation Loans (RALs) Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
1st Quarter, 2011
In Q1, H&R Block, INC had in-house lobbyists. The report was filed on April 20, 2011.
Original Filing: 300374789.xml
Lobbying Issues
Financial Services Legislation and tax legislation and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer Financial Protection Agency. S, 414 - to establish the Consumer Credit Protection Act. Tax preparer Regulation legislation. H.R. 4173 - Wall Street Reform and Consumer Protection Act os 2009; restoring American Financial Stability Act of 2010. Tax Simplification. Return-Free Filing. Refund Anticipation Loans( RALs).
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Services Legislation and tax legislation and and implementation of PL 111-203 Dodd Frank Act. H.R. 3162 - to establish the Consumer Financial Protection Agency. S, 414 - to establish the Consumer Credit Protection Act. Tax preparer Regulation legislation. H.R. 4173 - Wall Street Reform and Consumer Protection Act os 2009; restoring American Financial Stability Act of 2010. Tax Simplification. Return-Free Filing. Refund Anticipation Loans( RALs). Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Financial Services Legislation and tax legislation and implementation of PL 111-203 Dodd Frank Act.. H.R. 3162 - to establish the Consumer Financial Protection Agency. S, 414 - to establish the Consumer Credit Protection Act. Tax preparer Regulation legislation. H.R. 4173 - Wall Street Reform and Consumer Protection Act of 2009; restoring American Financial Stability Act of 2010. Tax Simplification. Return-Free Filing. Refund Anticipation Loans( RALs).
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Lobbying Issues
Tax Simplification. Return Free Filing. Refund Anticipation Loans (RAL).
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
4th Quarter, 2010
In Q4, H&R Block, INC had in-house lobbyists. The report was filed on Jan. 19, 2011.
Original Filing: 300345275.xml
Lobbying Issues
Financial Services Legislation and tax Legislation. H.R. 3162- to establish the Consumer Financial Protection Agency. S. 414- to establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring American Financial Stability Act of 2010. Tax Simplification. Return-Free Filing. Refund Anticiaption Loans (RALs). Access to the Debt Indicator.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code Banking
Lobbying Issues
Financial Services Legislation and tax Legislation. H.R. 3162- to establish the Consumer Financial Protection Agency. S. 414- to establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring American Financial Stability Act of 2010. Tax Simplification. Return-Free Filing. Refund Anticiaption Loans (RALs). Access to the Debt Indicator. Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax Simplification. Return Free-Filing. Refund Anticipation Loans (RALs). Access to the Debt Indicator.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Consumer Issues/Safety/Protection
3rd Quarter, 2010
In Q3, H&R Block, INC had in-house lobbyists. The report was filed on Oct. 19, 2010.
Original Filing: 300319136.xml
Lobbying Issues
Financial Sevices Legislation and tax legislation. H.R. 3162-To establish the Consumer financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring American Financial Stability Act of 2010. Tax Simplification. Return Free-Filing. Refund Anticipation Loans (RALs). Access to the Debt Indicator.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Internal Revenue Service (IRS) Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Sevices Legislation and tax legislation. H.R. 3162-To establish the Consumer financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring American Financial Stability Act of 2010. Tax Simplification. Return Free-Filing. Refund Anticipation Loans (RALs). Legislation concerning access to the Federal Debt Indicator. Policies related to the unbanked.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Internal Revenue Service (IRS) Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Financial Sevices Legislation and tax legislation. H.R. 3162-To establish the Consumer financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring American Financial Stability Act of 2010. Anticipation Loans (RALs). Access to the Debt Indicator.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Lobbying Issues
Tax Simplification. Return Free-Filing. Refund Anticipation Loans (RALs). Access to the Debt Indicator.
Agencies Lobbied
U.S. House of Representatives Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
2nd Quarter, 2010
In Q2, H&R Block, INC had in-house lobbyists. The report was filed on July 20, 2010.
Original Filing: 300298210.xml
Lobbying Issues
Financial Services legislation and tax legislation. H.R. 3162- To establish the Consumer Financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring America Financial Stability Act of 2010. Tax Simplification. Return Free-Filing. Refund Anticipation Loans (RAL).
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Treasury - Dept of Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Services legislation and tax legislation. H.R. 3162- To establish the Consumer Financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring America Financial Stability Act of 2010. Tax Simplification. Return Free-Filing. Refund Anticipation Loans (RAL).
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Internal Revenue Service (IRS) Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Financial Services legislation and tax legislation. H.R. 3162- To establish the Consumer Financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring America Financial Stability Act of 2010. Tax Simplification. Return Free-Filing. Refund Anticipation Loans (RAL). Consumer Protection Legislation.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Internal Revenue Service (IRS) Securities & Exchange Commission (SEC)
1st Quarter, 2010
In Q1, H&R Block, INC had in-house lobbyists. The report was filed on April 20, 2010.
Original Filing: 300272951.xml
Lobbying Issues
Financial Services legislation and tax legislation. H.R 3162- To establish the Consumer Financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act. Tax Preparer Regulation legislation. H.R. 4173- Wall Street Reform and Consumer Protection Act of 2009; Restoring American Financial Stability Act of 2010. Tax simplification.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code Financial Institutions/Investments/Securities
4th Quarter, 2009
In Q4, H&R Block, INC had in-house lobbyists. The report was filed on Jan. 20, 2010.
Original Filing: 300241066.xml
Lobbying Issues
Financial Services legislation and tax legislation. H.R. 3126- To establish the Consumer Financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act, to ban abusive credit practices, enhance consumer disclosures, protect underage consumers, and for other purposes. Tax Preparer Regulation legislation.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Services legislation and tax legislation. H.R. 3126- To establish the Consumer Financial Protection Agency. S. 414- To establish the Consumer Credit Protection Act, to ban abusive credit practices, enhance consumer disclosures, protect underage consumers, and for other purposes. Tax Preparer Regulation legislation. Oversight and Accountanting Verification of the American Recovery and Reinvestment Act of 2009 H.R. 1.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS) Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2009
H&R Block, INC amended a lobbying report for in-house lobbying in Q32009 on Oct. 17, 2011
Original Filing: 300415371.xml
Lobbying Issues
H.R 3126, S. 414, Tax Preparer Regulation
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Oversight of the American Recovery and Reinvestment Act of 2009 H.R. 1
Agencies Lobbied
U.S. House of Representatives U.S. Senate
3rd Quarter, 2009
In Q3, H&R Block, INC had in-house lobbyists. The report was filed on Oct. 20, 2009.
Original Filing: 300217563.xml
Lobbying Issues
H.R. 3126, S. 414, Tax Preparer Regulation
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Oversight of the American Recovery and Reinvestment Act of 2009 H.R. 1
Agencies Lobbied
U.S. House of Representatives U.S. Senate,
2nd Quarter, 2009
In Q2, H&R Block, INC had in-house lobbyists. The report was filed on July 20, 2009.
Original Filing: 300192061.xml
Lobbying Issues
H.R. 1368, Auto File Act of 2009, Tax Preparer Regulation
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS)
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2009
In Q1, H&R Block, INC had in-house lobbyists. The report was filed on April 20, 2009.
Original Filing: 300162954.xml
Lobbying Issues
H.R. 1, H.R. 598 and S. 350, The "American Recovery and Reinvestment Act of 2009," P.L. 111-5 (analyzed tax credits and delivery alternatives for Making Work Pay Credit). S.585, Taxpayer Abuse Prevention Act (monitored).
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS)
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2008
In Q4, H&R Block, INC had in-house lobbyists. The report was filed on Jan. 21, 2009.
Original Filing: 300133976.xml
Lobbying Issues
In general, monitoring tax reporting and compliance issues; issues affecting tax return preparers; corporate tax issues; and issues affecting low- to moderate-income taxpayers. H.R. 1424, P.L. 110-343 (including the Emergency Economic Stabilization, Energy Improvement and Extesnion, Tax Extenders and AMT Relief, and Heartland Disaster Tax Relief Acts of 2008)(monitored AMT patch, tax extenders, child credit expansion, charitable mileage rate adjustment, and basis reporting).
Agencies Lobbied
Internal Revenue Service (IRS) U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2008
In Q3, H&R Block, INC had in-house lobbyists. The report was filed on Oct. 20, 2008.
Original Filing: 300107037.xml
Lobbying Issues
H.R. 3221, P.L. 110-298, Housing and Economic Recovery Act of 2008 (monitored first-time homebuyers tax credit and additional standard deduction for real property taxes)
S. 3335, the Jobs, Energy, Families, and Disaster Relief Act of 2008 (monitored child credit and definition of qualifying child, increase in standard mileage rate for charitable purposes, AMT patch, and extension of expiring tax provisions) H.R. 6049 and H.R. 7060, Renewable Energy and Job Creation Tax Act of 2008 and Senate amendment, Energy Improvement and Extension Act of 2008 (monitored AMT patch and tax extenders)
H.R. 1424, P.L. 110-343 (including the Emergency Economic Stabilization, Energy Improvement and Extension, and Tax Extenders and AMT Relief Acts of 2008) (monitored AMT patch, tax extenders, and basis reporting provisions)
In general, monitoring tax reporting and compliance issues; issues affecting tax return preparers; corporate tax issues; and issues affecting low- to moderate-income taxpayers
Agencies Lobbied
U.S. House of Representatives U.S. Senate,
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2008
In Q2, H&R Block, INC had in-house lobbyists. The report was filed on July 21, 2008.
Original Filing: 300082053.xml
Lobbying Issues
Tax compliance and reporting issues; issues affecting tax return preparers; corporate tax issues; issues affecting low- to middle-income taxpayers: - Economic Stimulus Payments implementation; - H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 (monitored); - H.R. 5720, Housing Assistance Tax Act of 2008 and H.R. 3221, Foreclosure Prevention Act of 2008 (homebuyers tax credit implementation); - S.2886 and S.3098, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 (monitored); - H.R. 6275, the Alternative Minimum Tax Relief Act of 2008 (monitored);
- H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008 (monitored);
- H.R. 6049, Renewable Energy and Job Creation Act of 2008 (monitored);
- S.3125, Energy Independence and Tax Relief Act of 2008 (monitored);
- H.R. 5450, S.2668, Modernize Our Bookkeeping in the Law for Employee's Cell Phone Act of 2008 (monitored)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Internal Revenue Service (IRS)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
- H.R. 2242, Heartland, Habitat, Harvest, and Horticulture Act of 2007, incorporated into Title XII of H.R. 2419, the Food, Conservation, and Energy Act of 2008 (section 4015, to permit tax offices to receive and transmit applications for food stamps)
Agencies Lobbied
U.S. House of Representatives U.S. Senate
1st Quarter, 2008
In Q1, H&R Block, INC had in-house lobbyists. The report was filed on April 21, 2008.
Original Filing: 300054215.xml
Lobbying Issues
Tax compliance and reporting issues; issues affecting tax return preparers; bills as possible vehicles; general corporate tax issues:
- H.R. 5140, Economic Stimulus Act of 2008 (implementation and e-filing issues)
- H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008 (monitored as possible vehicle)
- H.R. 3221, the New Direction for Energy Independence, National Security, and Consumer Protection Act (monitored)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Internal Revenue Service (IRS)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
- H.R. 2242, the Heartland, Habitat, Harvest, and Horticulture Act of 2007, incorporated into Title XII of H.R. 2419, the farm bill, section 4015, to permit tax offices to receive and transmit applications for food stamps
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate