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Taxpayer Bill of Rights Act of 2008
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 7,255 other HR bills in the 110th — cohort avg 47d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (6)
2010 · first_quarter · Small Business
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · fourth_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · fourth_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · fourth_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · third_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · third_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · third_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · second_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · second_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · second_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · first_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · first_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · first_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge; work with the Treasury Department and the Internal Revenue Service to add free electronic forms to the Free File Agreement (e.g. H.R. 5801/S. 1074 - Free Internet Filing Act; S. 2861 - to prohibit imposition of separate fee for electronic tax filing).
Client expense: Not reported · Firm income: $60,000
2008 · fourth_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457; H.R. 5801/S. 1074, Free Internet Filing Act; S.2861, to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Budget/Appropriations
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge; H.R. 5801/S. 1074 - Free Internet Filing Act; S. 2861 - to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax), H.R. 6049 (Tax Preparer Penalties), S. 2851 (Tax Preparer Penalties), H.R. 5719 (Tax Preparer Penalties and Listed Property - Communication Devices), S. 2668 (Listed Property - Communication Devices), H.R. 5450 (Listed Property - Communication Devices), H.R. 6081 (Tax Expatriation), S. 1219 (Taxpayer Protection and Assistance Act of 2007), H.R. 5716 (Taxpayer Bill of Rights Act of 2008), S. 3335 (Extenders; Tax Preparer Penalties), HR 1424 (Tax Prepare Penalties), Estate & Trust Administrative Costs (Knight v. CIR), HR 7060 (Tax Preparer Penalties), HR 7327 (Worker, Retiree and Employer Recovery Act of 2008 -- funding for defined benefit pension plans), HR 1424 (Emergency Economic Stabilization Act of 2008 -- Tax Preparer Penalties, Mark-to-Market Study)
Client expense: $1,105,858 · Firm income: Not reported
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1360-Telecommuter Tax Fairness Act of 2007; H.R. 2345-Abusive Tax Shelter Shutdown and Taxpayer Accountability Act of 2007; S. 785-Telecommuter Tax Fairness Act of 2007; S. 1219-Taxpayer Protection and Assistance Act of 2007; S. 1321-Energy Saving Act of 2007; H.R. 3359-Mobile Workforce State Income Tax Fairness and Simplification Act of 2007; H.R. 4318-To Amend the Internal Revenue Code of 1986 to Modify the Penalty on the Understatement of Taxpayer's Liability by Tax Return Preparers; H.R. 3970-Tax Reduction and Reform Act of 2007; H.R. 3396-Sales Tax Fairness and Simplification Act; H.R. 5716-Taxpayer Bill of Rights Act of 2008; H.R. 3170-Capital Gains and Estate Tax Relief Act of 2007; H.R. 6049-Energy and Tax Extenders Act of 2008; S. 2851-A bill to amend the Internal Revenue Code of 1986 to modify the penalty on the understatement of taxpayer's liability by tax return preparers; H.R. 5719-Taxpayer Assistance and Simplification Act of 2008; S. 832-Taxpayer Protection and Assistance Act of 2005
Client expense: $280,000 · Firm income: Not reported
2008 · fourth_quarter · Government Issues
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · fourth_quarter · Consumer Issues/Safety/Products
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · fourth_quarter · Banking
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act ) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · fourth_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
H.R. 1360-Telecommuter Tax Fairness Act of 2007; H.R. 2345-Abusive Tax Shelter Shutdown and Taxpayer Accountability Act of 2007; S. 785-Telecommuter Tax Fairness Act of 2007; S. 1219-Taxpayer Protection and Assistance Act of 2007; S. 1321-Energy Savings Act of 2007; H.R. 3359-Mobile Workforce State Income Tax Fairness and Simplification Act of 2007; H.R. 4318-To Amend the Internal Revenue Code of 1986 to Modify the Penalty on the Understatement of Taxpayer's Liability by Tax Return Preparers; H.R. 3970-Tax Reduction and Reform Act of 2007; H.R. 3396-Sales Tax Fairness and Simplification Act; H.R. 5716-Taxpayer Bill of Rights Act of 2008; H.R. 3170-Capital Gains and Estate Tax Relief Act of 2007; H.R. 6049-Energy and Tax Extenders Act of 2008; S. 2851-A bill to amend the Internal Revenue Code of 1986 to modify the penalty on the understatement of taxpayer's liability by tax return preparers; Taxpayer Assistance and Simplification Act of 2008; H.R. 5719-Taxpayer Assistance and Simplification Act of 2008
Client expense: $340,000 · Firm income: Not reported
2008 · third_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457; H.R. 5801/S. 1074, Free Internet Filing Act; S.2861, to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Budget/Appropriations
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge; H.R. 5801/S. 1074 - Free Internet Filing Act; S. 2861 - to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax), H.R. 6049 (Tax Preparer Penalties), S. 2851 (Tax Preparer Penalties), H.R. 5719 (Tax Preparer Penalties and Listed Property - Communication Devices), S. 2668 (Listed Property - Communication Devices), H.R. 5450 (Listed Property - Communication Devices), H.R. 6081 (Tax Expatriation), S. 1219 (Taxpayer Protection and Assistance Act of 2007), H.R. 5716 (Taxpayer Bill of Rights Act of 2008), S. 3335 (Extenders; Tax Preparer Penalties), HR 1424 (Tax Prepare Penalties), Estate & Trust Administrative Costs (Knight v. CIR)
Client expense: $1,288,791 · Firm income: Not reported
2008 · third_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge; work with the Treasury Department and the Internal Revenue Service to add free electronic forms to the Free File Agreement (e.g. H.R. 5801/S. 1074 - Free Internet Filing Act; S. 2861 - to prohibit imposition of separate fee for electronic tax filing).
Client expense: Not reported · Firm income: $70,000
2008 · third_quarter · Banking
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · third_quarter · Government Issues
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · third_quarter · Taxation/Internal Revenue Code
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · third_quarter · Financial Institutions/Investments/Securities
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · third_quarter · Consumer Issues/Safety/Products
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · third_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · second_quarter · Taxation/Internal Revenue Code
HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 5716 (Regulation of Preparers), S 1219 (Regulation of Preparers), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax), H.R. 6049 (Tax Preparer Penalties), S. 2851 (Tax Preparer Penalties), H.R. 5719 (Tax Preparer Penalties and Listed Property - Communication Devices), S. 2668 (Listed Property - Communication Devices), H.R. 5450 (Listed Property - Communication Devices), H.R. 6081 (Tax Expatriation), S. 1219 (Taxpayer Protection and Assitance Act of 2007), H.R. 5716 (Taxpayer Bill of Rights Act of 2008)
Client expense: $1,085,550 · Firm income: Not reported
2008 · second_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge.
Client expense: Not reported · Firm income: $80,000
2008 · second_quarter · Budget/Appropriations
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Government Issues
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · second_quarter · Taxation/Internal Revenue Code
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · second_quarter · Consumer Issues/Safety/Products
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · second_quarter · Banking
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
2008 · second_quarter · Financial Institutions/Investments/Securities
Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.
Client expense: Not reported · Firm income: $60,000
| Democratic |
| TX |
| Fortney Pete Stark | Democratic | CA |
| Janice D. Schakowsky | Democratic | IL |
| Jim McDermott | Democratic | WA |
| John Conyers, Jr. | Democratic | MI |
| John Lewis | Democratic | GA |
| Lloyd Doggett | Democratic | TX |
| Mazie K. Hirono | Democratic | HI |
| Neil Abercrombie | Democratic | HI |
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), U.S. Immigration & Customs Enforcement (ICE)
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), U.S. Immigration & Customs Enforcement (ICE)
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE