Assembly Bill 290
Licensing tax preparers, prohibiting making or arranging certain refund anticipation loans, providing an exemption from emergency rule procedures, granting rule-making authority, making an appropriation, and providing penalties
Topics: Attorney, Certified public accountant, Income tax: Refund, Income tax: Return, Revenue, Department of
Stopped in committee
It had a but no committee vote, so it never came up for a vote. To try again, a lawmaker would have to start a new bill.
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Introduced, passed
Jun 2, 2009
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Committee, stopped here
Stopped here. It had a hearing but no committee vote.
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Assembly vote, not reached
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Senate vote, not reached
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Governor, not reached
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Law, not reached
Latest entry in the official record, Apr 28, 2010: “Failed to pass pursuant to ”
It sat with the Assembly Committee on Financial Institutions.
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Terms on this page
Committee
A small group of lawmakers that looks at a bill first. Most bills never leave committee.
Public hearing
A meeting where anyone can speak to a committee about a bill, or send written comments.
Senate Joint Resolution 1
The session's calendar. Any bill not passed by its last voting day dies.
Official term: Failed to pass pursuant to SJR 1. More in the glossary
Legislative Reference Bureau
The Legislature's nonpartisan office that drafts bills and writes the summary at the top of each one.
Official term: LRB analysis. More in the glossary
Author
A lawmaker who formally puts a bill forward. The text itself is drafted by the Legislative Reference Bureau.
Official term: Author, coauthor. More in the glossary
Signed on in support
Lawmakers who back a bill without being one of its authors, often from the other chamber.
Official term: Cosponsor. More in the glossary
Cost estimate
A state agency's estimate of what a bill would cost or save.
Official term: Fiscal estimate. More in the glossary
What it would have done
Summary by the , the Legislature's nonpartisan drafting office. It's their wording, not ours.
Under current law, a tax preparer is subject to certain privacy requirements regarding information obtained in preparing a client's tax return. Current law defines "tax preparer" as a person who, for compensation, prepares an income tax return of another person, but does not include: 1) a licensed certified public accountant; 2) a licensed attorney; or 3) an employee of a corporate trustee, bank, or trust company, who is authorized to provide fiduciary services. Current law also requires a creditor to make specified disclosures before making a "refund anticipation loan" to a customer, which is defined as an agreement under which the creditor arranges to be repaid for a loan directly from the proceeds of the customer's income tax refund.
This bill requires the Department of Revenue (DOR) to promulgate rules prohibiting a person from acting as a tax preparer without a license issued by DOR.
Read the full summary Show less
The bill's definition of "tax preparer" is the same as under current law, except it includes a licensed certified public accountant or attorney. The rules must specify license qualifications, establish a license fee, and require periodic renewal of licenses. In addition, the rules may impose other requirements and procedures that DOR determines are necessary. The rules must also prohibit a person issued a license from making a refund anticipation loan, as defined under current law, or acting in any manner to facilitate the making of such a loan by an in-state or out-of-state creditor.
Who's behind it
2 representatives are its . All 2 are Democrats.
1 more lawmaker .
See all 3 names Hide the names
Authors (2)
- Annette Williams · Democrat, Assembly
- Josh Zepnick · Democrat, Assembly
Signed on in support (1)
- Lena Taylor · Democrat, Senate
What it would cost
State agencies filed a . Each opens as a PDF from the Legislature.
What happened
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Apr 28, 2010
The session ended, and the bill died with it.
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Sep 10, 2009
A state agency sent in its estimate of the cost.
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Jun 4, 2009
1 more senator signed on in support.
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Jun 3, 2009
The committee held a public hearing.
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Jun 2, 2009
Sent to the Assembly Committee on Financial Institutions.
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Jun 2, 2009
Introduced in the Assembly.
See the official record, word for word Hide the official record
- Jun 2, 2009 · Assembly
Introduced by Representatives Zepnick and A. Williams
- Jun 2, 2009 · Assembly
Read first time and referred to committee on Financial Institutions
- Jun 3, 2009 · Assembly
Public hearing held
- Jun 4, 2009 · Assembly
Senator Taylor added as a cosponsor
- Sep 10, 2009 · Assembly
Fiscal estimate received
- Apr 28, 2010 · Assembly
Failed to pass pursuant to Senate Joint Resolution 1
Terms on this page
Committee
A small group of lawmakers that looks at a bill first. Most bills never leave committee.
Public hearing
A meeting where anyone can speak to a committee about a bill, or send written comments.
Senate Joint Resolution 1
The session's calendar. Any bill not passed by its last voting day dies.
Official term: Failed to pass pursuant to SJR 1. More in the glossary
Legislative Reference Bureau
The Legislature's nonpartisan office that drafts bills and writes the summary at the top of each one.
Official term: LRB analysis. More in the glossary
Author
A lawmaker who formally puts a bill forward. The text itself is drafted by the Legislative Reference Bureau.
Official term: Author, coauthor. More in the glossary
Signed on in support
Lawmakers who back a bill without being one of its authors, often from the other chamber.
Official term: Cosponsor. More in the glossary
Cost estimate
A state agency's estimate of what a bill would cost or save.
Official term: Fiscal estimate. More in the glossary
From the Wisconsin Legislature's official record, checked Sep 15, 2026. See the source
Committee
A small group of lawmakers that looks at a bill first. Most bills never leave committee.
Public hearing
A meeting where anyone can speak to a committee about a bill, or send written comments.
Senate Joint Resolution 1
The session's calendar. Any bill not passed by its last voting day dies.
Official term: Failed to pass pursuant to SJR 1
Legislative Reference Bureau
The Legislature's nonpartisan office that drafts bills and writes the summary at the top of each one.
Official term: LRB analysis
Signed on in support
Lawmakers who back a bill without being one of its authors, often from the other chamber.
Official term: Cosponsor
Cost estimate
A state agency's estimate of what a bill would cost or save.
Official term: Fiscal estimate