Lobbying Relationship

Client

H & R Block Management, LLC

More records

Lobbying firm

CAPITOL TAX PARTNERS, LLP

More records

  • Consulting services related to various general corporate tax issues and more specifically compliance tax issues impacting taxpayers and tax return preparers, and also tax issues impacting low and middle individual income taxpayers including Improve tax administration and tax fraud prevention; minimum competency standards for tax return preparers; IRS reform, and taxpayer information.

Duration: to

General Issues: Taxation/Internal Revenue Code

Spending: about $4,180,000 (But it's complicated. Here's why.)

Agencies lobbied since 2007: U.S. Senate, House of Representatives, Senate, House of Representatives, Treasury, Dept of, N N U.S. House of Representative, U.S. Senate and U.S. Treasury.

Bills mentioned

H.R.2334: Refundable Child Tax Credit Eligibility Verification Reform Act of 2015

Sponsor: Sam Johnson (R-Texas)

H.R.3430: To amend the Internal Revenue Code of 1986 to provide for a reduction in...

Sponsor: Todd Young (R-Ind.)

H.R.4722: Refundable Child Tax Credit Eligibility Verification Reform Act of 2016

Sponsor: Sam Johnson (R-Texas)

S.2789: Tax Filing Simplification Act of 2016

Sponsor: Elizabeth Warren (D-Mass.)

H.R.902: Earned Income Tax Credit Improvement and Simplification Act 2015

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

H.R.1609: Tax Return Preparer Accountability Act of 2015

Sponsor: Steve Cohen (D-Tenn.)

S.137: Taxpayer Protection and Preparer Proficiency Act of 2015

Sponsor: Ron Wyden (D-Ore.)

H.R.2029: Consolidated Appropriations Act, 2016

Sponsor: Charlie Dent (R-Pa.)

H.R.3819: Surface Transportation Extension Act of 2015

Sponsor: Bill Shuster (R-Pa.)

H.R.2116: Earned Income Tax Credit Improvement and Simplification Act 2013

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

S.676: Identity Theft and Tax Fraud Prevention Act of 2013

Sponsor: Bill Nelson (D-Fla.)

S.1134: Enrolled Agents Credential Act

Sponsor: Rob Portman (R-Ohio)

H.R.2778: Child Tax Credit Integrity Preservation Act of 2013

Sponsor: Jack Kingston (R-Ga.)

S.1658: Start-up Jobs and Innovation Act

Sponsor: Patrick J. Toomey (R-Pa.)

S.1687: Payroll Fraud Prevention Act of 2013

Sponsor: Bob Casey (D-Pa.)

S.1859: Tax Extenders Act of 2013

Sponsor: Harry Reid (D-Nev.)

H.R.4078: ITIN Reform Act of 2014

Sponsor: Sam Johnson (R-Texas)

S.2039: ITIN Reform Act of 2014

Sponsor: John Cornyn (R-Texas)

H.R.4117: EITC for Childless Workers Act of 2014

Sponsor: Charles B. Rangel (D-N.Y.)

S.2260: EXPIRE Act of 2014

Sponsor: Ron Wyden (D-Ore.)

H.R.837: Savings for American Families' Future Act of 2013

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

H.R.903: American Job Protection Act

Sponsor: Charles Boustany Jr. (R-La.)

S.24: Small Business Health Relief Act of 2013

Sponsor: Rob Portman (R-Ohio)

S.836: Working Families Tax Relief Act of 2013

Sponsor: Sherrod Brown (D-Ohio)

H.R.2917: Financial Security Credit Act of 2013

Sponsor: José E. Serrano (D-N.Y.)

H.R.88: To amend the Internal Revenue Code of 1986 to change the deadline for...

Sponsor: Roscoe G. Bartlett (R-Md.)

H.R.1069: To amend the Internal Revenue Code of 1986 to provide an election for...

Sponsor: Jim Cooper (D-Tenn.)

S.18: Small Business Paperwork Mandate Elimination Act

Sponsor: Mike Johanns (R-Neb.)

S.19: American Liberty Restoration Act

Sponsor: Orrin G. Hatch (R-Utah)

S.139: Equal Access to Tax Planning Act

Sponsor: Max Baucus (D-Mont.)

S.336: Tax Relief Certainty Act of 2011

Sponsor: Jim DeMint (R-S.C.)

S.359: Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy...

Sponsor: Mike Johanns (R-Neb.)

H.R.1583: Taxpayer Receipt Act of 2011

Sponsor: Jim McDermott (D-Wash.)

H.R.2528: Taxpayer Freedom to File Protection Act of 2011

Sponsor: Sam Johnson (R-Texas)

S.1796: Free File Program Act of 2011

Sponsor: Mark Pryor (D-Ark.)

H.R.9: Small Business Tax Cut Act

Sponsor: Eric Cantor (R-Va.)

H.R.3865: College Tax Cut Extension Act of 2012

Sponsor: Bruce Braley (D-Iowa)

H.R.3877: 1099K Overreach Prevention Act

Sponsor: Aaron Schock (R-Ill.)

S.2083: 1099K Overreach Prevention Act

Sponsor: John Thune (R-S.D.)

H.R.4013: Temporary Payroll Tax Cut Continuation Act of 2012

Sponsor: Wally Herger (R-Calif.)

S.2237: Small Business Jobs and Tax Relief Act

Sponsor: Harry Reid (D-Nev.)

H.R.5630: Fighting Tax Fraud Act of 2012

Sponsor: Erik Paulsen (R-Minn.)

H.R.8: American Taxpayer Relief Act of 2012

Sponsor: Dave Camp (R-Mich.)

H.R.6169: Pathway to Job Creation through a Simpler, Fairer Tax Code Act of 2012

Sponsor: David Dreier (R-Calif.)

S.3485: Mobile Workforce State Income Tax Simplification Act of 2012

Sponsor: Sherrod Brown (D-Ohio)

S.3521: Family and Business Tax Cut Certainty Act of 2012

Sponsor: Max Baucus (D-Mont.)

S.3660: Middle Class & Small Business Tax Cut Act of 2012

Sponsor: Bob Casey (D-Pa.)

H.R.4: Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy...

Sponsor: Dan Lungren (R-Calif.)

H.R.516: Bring Jobs Back to America Act

Sponsor: Frank R. Wolf (R-Va.)

S.20: American Job Protection Act

Sponsor: Orrin G. Hatch (R-Utah)

S.1016: Municipal Bond Market Support Act of 2011

Sponsor: Jeff Bingaman (D-N.M.)

H.R.12: American Jobs Act of 2011

Sponsor: John B. Larson (D-Conn.)

S.1549: American Jobs Act of 2011

Sponsor: Harry Reid (D-Nev.)

S.23: America Invents Act

Sponsor: Patrick J. Leahy (D-Vt.)

H.R.4213: Unemployment Compensation Extension Act of 2010

Sponsor: Charles B. Rangel (D-N.Y.)

S.3793: Job Creation and Tax Cuts Act of 2010

Sponsor: Max Baucus (D-Mont.)

H.R.5297: Small Business Jobs Act of 2010

Sponsor: Barney Frank (D-Mass.)

S.3777: Information Reporting Modernization Act of 2010

Sponsor: Mary L. Landrieu (D-La.)

S.3783: Information Reporting Modernization Act of 2010

Sponsor: Mary L. Landrieu (D-La.)

H.R.4173: Dodd-Frank Wall Street Reform and Consumer Protection Act

Sponsor: Barney Frank (D-Mass.)

S.3773: Tax Hike Prevention Act of 2010

Sponsor: Mitch McConnell (R-Ky.)

H.R.4853: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act...

Sponsor: James L. Oberstar (D-Minn.)

H.R.6467: Middle Class Tax Relief Act of 2010

Sponsor: Sander M. Levin (D-Mich.)

S.722: Taxpayer Certainty and Relief Act of 2009

Sponsor: Max Baucus (D-Mont.)

S.1679: Affordable Health Choices Act

Sponsor: Tom Harkin (D-Iowa)

H.R.3548: Worker, Homeownership, and Business Assistance Act of 2009

Sponsor: Jim McDermott (D-Wash.)

H.R.3962: Preservation of Access to Care for Medicare Beneficiaries and Pension...

Sponsor: John D. Dingell (D-Mich.)

H.R.3590: Patient Protection and Affordable Care Act

Sponsor: Charles B. Rangel (D-N.Y.)

S.2822: Small Business Expensing Permanency Act

Sponsor: Olympia J. Snowe (R-Maine)

H.R.2847: Hiring Incentives to Restore Employment Act

Sponsor: Alan B. Mollohan (D-W.Va.)

H.R.4872: Health Care and Education Reconciliation Act of 2010

Sponsor: John M. Spratt Jr. (D-S.C.)

H.R.4849: Small Business and Infrastructure Jobs Tax Act of 2010

Sponsor: Sander M. Levin (D-Mich.)

S.3018: Bipartisan Tax Fairness and Simplification Act of 2010

Sponsor: Ron Wyden (D-Ore.)

H.R.4994: Medicare and Medicaid Extenders Act of 2010

Sponsor: John Lewis (D-Ga.)

H.R.5623: Homebuyer Assistance and Improvement Act of 2010

Sponsor: Kathy Dahlkemper (D-Pa.)

H.R.5618: Restoration of Emergency Unemployment Compensation Act of 2010

Sponsor: Jim McDermott (D-Wash.)

H.R.5486: To amend the Internal Revenue Code of 1986 to provide tax incentives for...

Sponsor: Sander M. Levin (D-Mich.)

H.R.2989: 401(k) Fair Disclosure and Pension Security Act of 2009

Sponsor: George Miller (D-Calif.)

H.CON.RES.85: Setting forth the congressional budget for the United States Government...

Sponsor: John M. Spratt Jr. (D-S.C.)

S.CON.RES.13: An original concurrent resolution setting forth the congressional budget...

Sponsor: Kent Conrad (D-N.D.)

H.R.1: American Recovery and Reinvestment Act of 2009

Sponsor: David R. Obey (D-Wis.)

S.350: American Recovery and Reinvestment Act of 2009

Sponsor: Max Baucus (D-Mont.)

H.R.598: To provide for a portion of the economic recovery package relating to...

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.1424: A bill to provide authority for the Federal Government to purchase and...

Sponsor: Patrick J. Kennedy (D-R.I.)

H.R.7006: Disaster Tax Relief Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.6983: Paul Wellstone and Pete Domenici Mental Health Parity and Addiction...

Sponsor: Patrick J. Kennedy (D-R.I.)

H.R.5720: Housing Assistance Tax Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.5719: Taxpayer Assistance and Simplification Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.5351: Renewable Energy and Energy Conservation Tax Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.6049: Energy Improvement and Extension Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.7060: Renewable Energy and Job Creation Tax Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.2242: To prohibit a State from imposing a discriminatory commuter tax on...

Sponsor: Rodney Frelinghuysen (R-N.J.)

H.R.2419: Food, Conservation, and Energy Act of 2008

Sponsor: Collin C. Peterson (D-Minn.)

H.R.3221: Housing and Economic Recovery Act of 2008

Sponsor: Nancy Pelosi (D-Calif.)

H.R.5444: Taxpayer First Act

Sponsor: Lynn Jenkins (R-Kan.)

H.R.5445: 21st Century IRS Act

Sponsor: Mike Bishop (R-Mich.)

S.912: Tax Filing Simplification Act of 2017

Sponsor: Elizabeth Warren (D-Mass.)

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

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

S.1958: IRS Data Verification Modernization Act of 2017

Sponsor: Cory Booker (D-N.J.)

S.3246: Taxpayer First Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

S.3278: Protecting Taxpayers Act

Sponsor: Rob Portman (R-Ohio)

H.R.7227: Taxpayer First Act of 2018

Sponsor: Lynn Jenkins (R-Kan.)

H.R.1957: Great American Outdoors Act

Sponsor: John Lewis (D-Ga.)

S.928: Taxpayer First Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

H.R.3466: To amend the Internal Revenue Code of 1986 to clarify the authority of...

Sponsor: Ron Estes (R-Kansas)

S.1192: Taxpayer Protection and Preparer Proficiency Act of 2019

Sponsor: Ron Wyden (D-Ore.)

H.R.4571: Accelerating Individuals into the Workforce Act

Sponsor: Carol Miller (R-W.Va.)

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

H.R.133: Consolidated Appropriations Act, 2021

Sponsor: Henry Cuellar (D-Texas)

Show All Mentioned Bills

Lobbyists

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

Lobbyist Covered positions?
Richard Grafmeyer Deputy Chief of Staff, JCT
Joseph Mikrut Tax Legislative Counsel - US Treasury
Jonathan Talisman Assistant Treasury Secretary for Tax Policy
Lawrence Willcox Staff Director, Senate Republican Policy Committee
William McKenney Staff Director, Ways & Means Over Sub
Christopher Javens Tax Counsel, Sen. Grassley, Sen. Finance Comm.
James Dennis Tax Counsel, Sen Robb - Counsel, Sen Bingaman
Lawrence Willcox G. Staff Director, Senate Republican Policy Committee
Jacob Triolo Tax Counsel/Legislative Director, Rep. Todd Young; Staff Member, Sen. Small Business Comm.; Staff Asst/Legislative Corresp., Sen. Gordon Smith.
WILLIAM FANT n/a
LINDSAY D. HOOPER n/a
Lindsay Hooper n/a
Lindsay Hooper D 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.

Registration
Termination
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Amendment
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
MM Report

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

Close Comment Creative Commons Donate Email Facebook Mobile Phone Podcast Print Google News logo Google_NewsInitiative_Lockup_FullColor RSS Search Search Twitter WhatsApp Resolving differences Check Building Arrow right Info circle Oops OOPS Pencil File text Bars Search Close Cogs Filter Compare Revolving Door Info card Activity Member menu Globe Document External link Quote News Calendar No Vote
Current site Current page