Lobbying Relationship

Client

DS Admiral Bidco, LLC

More records

Lobbying firm

Forbes-Tate

More records

  • Issues related to tax preparation services.

Duration: to

General Issues: Taxation/Internal Revenue Code

Spending: about $400,000 (But it's complicated. Here's why.)

Agencies lobbied since 2023: House of Representatives, U.S. Senate

Affiliated organizations: Drake Software, LLC; TaxAct, Inc.

Related Foreign Entities: Cinven Limited (London, SW1Y4JZ, GBR); contribution to lobbying: $0; ownership 84%

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?
Stacey Rolland Senior Advisor, U.S. Department of the Treasury (2013-2016); Senior Policy Advisor, Rep. Nancy Pelosi (2010-2013); Special Assistant, U.S. Department of the Treasury (2009-2010); Tax Counsel, Rep. Xavier Becerra (2007-2009)
Jeff Forbes Staff Director, Senate Finance Committee (2003)
Michael Williams Legislative Director, Rep. Lucy McBath (2021-2022); Legislative Assistant, Rep. Lucy McBath (2019-2020); Legislative Aide, Sen. Doug Jones (2019); Legislative Correspondent, Sen. Doug Jones (2018-2019)
Elizabeth Bennett Int, Rep Ron Lewis (2007); SA LC LA, Rep Brett Guthrie (2009-2013); LA, Rep Andy Barr (2013); LA, Sen Mitch McConnell (2013-2015); DepAssocAdmin, EPA (2017); AssocAdmin, EPA (2017-2020); SpecAssistPres, EOP (2020-2021); SenAdv, USDA (2020-2021)
Libby Greer Chief of Staff, Rep. Allen Boyd (2001-2009)
Ryan McConaghy Asst Sec for the Minority Sen (2017-2018) Staff Dir Dem Policy and Comms Ctr Sen (2014-2017) Policy Dir Dem Policy and Comms Ctr Sen (2012-2014) LD Rep Hall (2007-2009) LA Sen Schumer (2003-2006) LC Sen Schumer (2001-2003)
Kristina Dunklin Legislative Director, Rep. Susan Brooks (2018-2019); Legislative Director, Rep. David Valadao (2015-2018); Legislative Assistant, Rep. David Valadao (2014-2015)
Trevor Hanger n/a
Kelley Williams n/a
Frank Steinberg 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.

Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Registration

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

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