Taxpayer Protection and Preparer Proficiency Act of 2019

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

Client expense: $470,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Educate Members of Congress on tax preparation services and related legislation, including 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; and H.R. 3330 / S. 1192, the Taxpayer Protection and Preparer Proficiency Act of 2019. Monitor H.R. 6800, the Heroes Act; H.R. 925, the Heroes Act (revised); S. 1624, HEALS Act; and implementation of the CARES Act (P.L. 116-136). Educate Members of Congress on reforming the PTIN issuance process, extending the tax filing deadline, and the Government Populated Return; monitor and educate on issues pertaining to the administration of Economic Impact Payments.

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor the following: H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Return Preparers issues Public Law 116-127, H.R.6201, Families First Coronavirus Response Act, Individual and business tax provisions Public Law 116-136, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, Individual and business tax provisions

Client expense: Not reported · Firm income: $10,000

Government targets: SENATE

Enrolled agent issues generally Public Law 116-25, Taxpayer First Act, Implementation issues H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Tax Return Preparers Public Law 116-127, Families First Coronavirus Response Act, Taxpayer related issues and initiatives and implementation Public Law 116-136, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, Taxpayer related issues and initiatives and implementation H.R.6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act , Taxpayer related issues and initiatives

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Educate Members of Congress on tax preparation services and related legislation, including 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; and H.R. 3330 / S. 1192, the Taxpayer Protection and Preparer Proficiency Act of 2019; monitor H.R. 6800, the HEROES Act, and implementation of the CARES Act (P.L. 116-136); educate Members of Congress on reforming the PTIN issuance process, the IRS Free File program, extending the tax filing deadline, and the Government Populated Return.

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocating in support of improvements to the IRS and changes to tax administration policy, supporting HR 3466 and HR 3330.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Client expense: $690,000 · Firm income: Not reported

H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Return Preparers issues Public Law 116-127, H.R.6201, Families First Coronavirus Response Act, Individual and business tax provisions Public Law 116-136, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, Individual and business tax provisions

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Return Preparers issues Public Law 116-127, H.R.6201, Families First Coronavirus Response Act, Individual and business tax provisions Public Law 116-136, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, Individual and business tax provisions

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Enrolled agent issues generally Public Law 116-25, Taxpayer First Act, Implementation issues H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Tax Return Preparers Public Law 116-127, Families First Coronavirus Response Act, Taxpayer related issues and initiatives and implementation Public Law 116-136, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, Taxpayer related issues and initiatives and implementation H.R.6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act , Taxpayer related issues and initiatives

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

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, H.R. 3330- Taxpayer Protection and Preparer Proficiency Act of 2019, IRS Reforms, General issues related to tax preperation, COVID-19 Relief Efforts

Client expense: Not reported · Firm income: $60,000

Educate Members of Congress on tax preparation services and related legislation, including 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; H.R. 3330 / S. 1192, the Taxpayer Protection and Preparer Proficiency Act of 2019; and H.R. 1865, the Further Consolidated Appropriations Act, 2020 regarding IRS funding; oppose S. 1194, the Tax Simplification Act of 2019; advocate for clarification on tax filing deadlines.

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocating in support of improvements to the IRS and changes to tax administration policy, supporting HR 3466 and HR 3330.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Client expense: $990,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Return Preparers issues Public Law 116-127, H.R.6201, Families First Coronavirus Response Act, Individual and business tax provisions Public Law 116-136, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, Individual and business tax provisions

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enrolled agent issues generally Public Law 116-25, Taxpayer First Act, Implementation issues H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Tax Return Preparers Public Law 116-127, Families First Coronavirus Response Act, Taxpayer related issues and initiatives Public Law 116-136, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, Taxpayer related issues and initiatives

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Educate Members of Congress on tax preparation services and related legislation, including 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; H.R. 3330 / S. 1192, the Taxpayer Protection and Preparer Proficiency Act of 2019; and H.R. 1865, the Further Consolidated Appropriations Act, 2020 regarding IRS funding; oppose S. 1194, the Tax Simplification Act of 2019.

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocating in support of improvements to the IRS and changes to tax administration policy, supporting HR 3466 and HR 3330.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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;

Client expense: $900,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

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, H.R. 3330- Taxpayer Protection and Preparer Proficiency Act of 2019, IRS Reforms, General issues related to tax preperation

Client expense: Not reported · Firm income: $60,000

H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Return Preparers issues

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enrolled agent issues generally Public Law 116-25, Taxpayer First Act, Implementation issues H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Tax Return Preparers

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

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;

Client expense: $1,130,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

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, H.R. 3330- Taxpayer Protection and Preparer Proficiency Act of 2019

Client expense: Not reported · Firm income: $60,000

H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Return Preparers issues Proposed New W-4 Form related issues

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enrolled agent issues generally Public Law 116-25, Taxpayer First Act, Implementation issues H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Tax Return Preparers Public Law 115-97, Tax Cuts and Jobs Act, Implementation issues

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

Educate Members of Congress on tax preparation services and related legislation, including 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; and H.R. 3330 / S. 1192, the Taxpayer Protection and Preparer Proficiency Act of 2019.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocating in support of improvements to the IRS and changes to tax administration policy, supporting HR 3466 and HR 3330.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

Client expense: $880,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enrolled agent issues generally Public Law 116-25, Taxpayer First Act, generally H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Tax Return Preparers Public Law 115-97, Tax Cuts and Jobs Act, Implementation

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

Small business tax reform, generally Public Law 116-25, Taxpayer First Act, generally H.R.3330/S.1192, Taxpayer Protection and Preparer Proficiency Act of 2019, Regulation of Return Preparers issues Proposed New W-4 Form related issues

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

IRS reforms, Free File, Tax Reform Implementation, 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, H.R. 3330- Taxpayer Protection and Preparer Proficiency Act of 2019, H.R. 1957- Taxpayer First Act of 2019

Client expense: Not reported · Firm income: $60,000