Promote financial health and literacy for small businesses and consumers;
Support establishment of an open banking framework providing consumers and SMB's with greater access to their financial data;
Support greater access to financial services and financial inclusion
Enhance Tax Administration & tax system integrity
Support Tax Simplification and Voluntary Compliance
Support IRS Taxpayer Assistance Programs)
Implementation of P.L. 117-169
Duration: August 1, 2021
to
present
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code
Spending: about $320,000 (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 2021: U.S. Senate, House of Representatives, Treasury - Dept of, Small Business Administration (SBA)
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?
Cristina Antelo
Legal Fellow, Senate Democratic Steering Committee.
Mark Williams
Chief of Staff, Rep. Michael Conaway // ChieWilliamsf of Staff, Rep. Todd Rokita // Dep. Chief of Staff/Leg. Director, Rep. Sam Johnson.
Cristina Anteloi
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, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on April 21.
Original Filing: 301569530.xml
Lobbying Issues
Promote financial health and literacy for small businesses and consumers;
Support establishment of an open banking framework providing consumers and SMB's with greater access to their financial data;
Support greater access to financial services and financial inclusion
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Enhance Tax Administration & tax system integrity
Support Tax Simplification and Voluntary Compliance
Support IRS Taxpayer Assistance Programs)
Implementation of P.L. 117-169
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2023
In Q4, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on Jan. 21.
Original Filing: 301535023.xml
Lobbying Issues
Promote financial health and literacy for small businesses and consumers;
Support establishment of an open banking framework providing consumers and SMB's with greater access to their financial data;
Support greater access to financial services and financial inclusion
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Enhance Tax Administration & tax system integrity
Support Tax Simplification and Voluntary Compliance
Support IRS Taxpayer Assistance Programs)
Implementation of P.L. 117-169
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2023
In Q3, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on Oct. 20, 2023.
Original Filing: 301510018.xml
Lobbying Issues
Promote financial health and literacy for small businesses and consumers;
Support establishment of an open banking framework providing consumers and SMB's with greater access to their financial data;
Support greater access to financial services and financial inclusion
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Enhance Tax Administration & tax system integrity
Support Tax Simplification and Voluntary Compliance
Support IRS Taxpayer Assistance Programs)
Implementation of P.L. 117-169
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2023
In Q2, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on July 20, 2023.
Original Filing: 301489394.xml
Lobbying Issues
Enhance Tax Administration & tax system integrity; Support Tax Simplification and Voluntary Compliance; Support IRS Taxpayer Assistance Programs; Implementation of P.L. 117-169.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Promote financial health and literacy for small businesses and consumers; Support FINTECH innovation, responsible regulations, and consumer protections; Support establishment of an open banking framework proving consumers and SMB's with greater access to their financial data; Support greater access to financial services and financial inclusion.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2023
In Q1, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on April 20, 2023.
Original Filing: 301466266.xml
Lobbying Issues
Enhance Tax Administration & tax system integrity; Support Tax Simplification and Voluntary Compliance; Support IRS Taxpayer Assistance Programs; Implementation of P.L. 117-169.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Promote financial health and literacy for small businesses and consumers; Support FINTECH innovation, responsible regulations, and consumer protections; Support establishment of an open banking framework proving consumers and SMB's with greater access to their financial data; Support greater access to financial services and financial inclusion.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2022
In Q4, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on Jan. 20, 2023.
Original Filing: 301443390.xml
Lobbying Issues
Enhance Tax Administration & tax system integrity. Support Tax Simplification and Voluntary Compliance. Support IRS Taxpayer Assistance Programs. Support strengthening anti-cyberfraud protections for tax system and taxpayers. FY23 Financial Services and General Government Appropriations. H.R. 2617 Consolidated Appropriations Act 2023.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support FINTECH innovation and consumer protections. Promote financial health and literacy for small businesses.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2022
In Q3, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on Oct. 20, 2022.
Original Filing: 301417728.xml
Lobbying Issues
Enhance Tax Administration & tax system integrity. Support Tax Simplification and Voluntary Compliance. Support IRS Taxpayer Assistance Programs. Support strengthening anti-cyberfraud protections for tax system and taxpayers. H.R. 5376 Build Back Better Act/Pub.L. 117-169 Inflation Reduction Act. FY23 Financial Services and General Government Appropriations.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support FINTECH innovation and consumer protections. Promote financial health and literacy for small businesses.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2022
In Q2, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on July 20, 2022.
Original Filing: 301395792.xml
Lobbying Issues
Enhance Tax Administration & tax system integrity. Support Tax Simplification and Voluntary Compliance. Support IRS Taxpayer Assistance Programs. Support strengthening anti-cyberfraud protections for tax system and taxpayers. H.R. 5376 Build Back Better Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support FINTECH innovation and consumer protections. Promote financial health and literacy for small businesses. Issues related to data privacy.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2022
In Q1, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on April 20, 2022.
Original Filing: 301371333.xml
Lobbying Issues
Enhance Tax Administration & tax system integrity. Support Tax Simplification and Voluntary Compliance. Support IRS Taxpayer Assistance Programs. Support strengthening anti-cyberfraud protections for tax system and taxpayers. H.R. 5376 Build Back Better Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support FINTECH innovation and consumer protections. Promote financial health and literacy for small businesses. Issues related to data privacy.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2021
In Q4, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit, Inc.) , earning $30,000. The report was filed on Jan. 20, 2022.
Original Filing: 301336490.xml
Lobbying Issues
Enhance Tax Administration & tax system integrity. Support Tax Simplification and Voluntary Compliance. Support IRS Taxpayer Assistance Programs. Support strengthening anti-cyberfraud protections for tax system and taxpayers. H.R. 5376 Build Back Better Act.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Support FINTECH innovation and consumer protections. Promote financial health and literacy for small businesses. Issues related to data privacy.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Small Business Administration (SBA)
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2021
In Q3, FEROX STRATEGIES lobbied for Intuit, Inc. and Affiliates (Formerly Intuit inc.) , earning $20,000. The report was filed on Oct. 20, 2021.
Original Filing: 301310315.xml
Lobbying Issues
General issues related to the tax preparation industry.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General issues related to financial technology.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate