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California Legislature · 2023-2024 Regular Session

SB 812

Chaptered

Tax preparers

Author: Richard Roth (D-SD31)
Show 1 co-author
Marc Berman (D-AD23)
Latest action: Chaptered (Sep 8, 2023) Chapter 185, Statutes of 2023
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Also in: 2025-2026 (Amended Assembly) · 2021-2022 (Chaptered) · 2019-2020 (Introduced) · 2017-2018 (Chaptered)

Version history

4 versions — latest: Chaptered (Sep 8, 2023)

Action history

  1. Feb 17, 2023 Introduced. Read first time. To Com. on RLS. for assignment. To print. Senate
  2. Feb 21, 2023 From printer. May be acted upon on or after March 20. Senate
  3. Mar 1, 2023 Referred to Com. on B., P. & E. D. Senate
  4. Mar 6, 2023 Set for hearing April 24. Senate
  5. Apr 26, 2023 From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 13. Noes 0. Page 854.) (April 24). Senate
  6. Apr 27, 2023 Read second time and amended. Re-referred to Com. on APPR. Senate
  7. May 2, 2023 Set for hearing May 8. Senate
  8. May 8, 2023 From committee: Be ordered to second reading pursuant to Senate Rule 28.8. Senate
  9. May 9, 2023 Read second time. Ordered to third reading. Senate
  10. May 24, 2023 Read third time. Passed. (Ayes 39. Noes 0. Page 1248.) Ordered to the Assembly. Senate
  11. May 25, 2023 In Assembly. Read first time. Held at Desk. Assembly
  12. Jun 1, 2023 Referred to Com. on B. & P. Assembly
  13. Jul 11, 2023 From committee: Do pass and re-refer to Com. on APPR. (Ayes 19. Noes 0.) (July 11). Re-referred to Com. on APPR. Assembly
  14. Aug 16, 2023 From committee: Do pass. Ordered to consent calendar. (Ayes 15. Noes 0.) (August 16). Assembly
  15. Aug 17, 2023 Read second time. Ordered to consent calendar. Assembly
  16. Aug 24, 2023 Read third time. Passed. (Ayes 73. Noes 0. Page 2802.) Ordered to the Senate. Assembly
  17. Aug 24, 2023 In Senate. Ordered to engrossing and enrolling. Senate
  18. Aug 30, 2023 Enrolled and presented to the Governor at 2 p.m. Governor
  19. Sep 8, 2023 Approved by the Governor. Governor
  20. Sep 8, 2023 Chaptered by Secretary of State. Chapter 185, Statutes of 2023. Secretary of State

Votes recorded

2 votes
Aug 24, 2023 · Assembly Floor
SB 812 Roth Consent Calendar Second Day Regular Session
Tally
73 · 0 · 7
PASS
Democrat
55/0/6
Republican
17/0/1
Other
1/0/0
Aye (73)
Dawn Addis (D-AD30) Cecilia Aguiar-Curry (D-AD04) David Alvarez (D-AD80) Joaquin Arambula (D-AD31) Jasmeet Bains (D-AD35) Rebecca Bauer-Kahan (D-AD16) Steve Bennett (D-AD38) Marc Berman (D-AD23) Blanca Rubio (D-AD48) Isaac Bryan (D-AD55) Lisa Calderon (D-AD56) Sabrina Cervantes (D-AD58) Damon Connolly (D-AD12) Laura Friedman (D-AD44) Jesse Gabriel (D-AD46) Mike Gipson (D-AD65) Timothy Grayson (D-AD15) Matt Haney (D-AD17) Gregg Hart (D-AD37) Chris Holden (D-AD41) Jacqui Irwin (D-AD42) Corey Jackson (D-AD60) Juan Carrillo (D-AD39) Ash Kalra (D-AD25) Alex Lee (D-AD24) Evan Low (D-AD26) Josh Lowenthal (D-AD69) Luz Rivas (D-AD43) Kevin McCarty (D-AD06) Mike Fong (D-AD49) Al Muratsuchi (D-AD66) Liz Ortega (D-AD20) Blanca Pacheco (D-AD64) Diane Papan (D-AD21) Gail Pellerin (D-AD28) Cottie Petrie-Norris (D-AD73) Sharon Quirk-Silva (D-AD67) James Ramos (D-AD45) Anthony Rendon (D-AD62) Eloise Gómez Reyes (D-AD50) Robert Rivas (D-AD29) Freddie Rodriguez (D-AD53) Miguel Santiago (D-AD54) Pilar Schiavo (D-AD40) Esmeralda Soria (D-AD27) Stephanie Nguyen (D-AD10) Philip Ting (D-AD19) Avelino Valencia (D-AD68) Carlos Villapudua (D-AD13) Akilah Weber Pierson (D-AD79) Wendy Carrillo (D-AD52) Buffy Wicks (D-AD14) Lori Wilson (D-AD11) Jim Wood (D-AD02) Rick Chavez Zbur (D-AD51) Juan Alanis (R-AD22) Phillip Chen (R-AD59) Laurie Davies (R-AD74) Diane Dixon (R-AD72) Bill Essayli (R-AD63) Heath Flora (R-AD09) Josh Hoover (R-AD07) Jim Patterson (R-AD08) Joe Patterson (R-AD05) Tom Lackey (R-AD34) Devon Mathis (R-AD33) Megan Dahle (R-AD01) Kate Sanchez (R-AD71) Tri Ta (R-AD70) Vince Fong (R-AD32) Marie Waldron (R-AD75) Greg Wallis (R-AD47) Boerner
Abstain / Other (7)
Mia Bonta (D-AD18) Eduardo Garcia (D-AD36) Reginald Byron Jones-Sawyer (D-AD57) Brian Maienschein (D-AD76) Tina McKinnor (D-AD61) Christopher Ward (D-AD78) James Gallagher (R-AD03)
May 24, 2023 · Senate Floor
Senate 3rd Reading SB812 Roth et al.
Tally
39 · 0 · 1
PASS
Democrat
30/0/1
Republican
9/0/0
Other
0/0/0
Aye (39)
Benjamin Allen (D-SD24) Bob Archuleta (D-SD30) Angelique Ashby (D-SD08) Toni Atkins (D-SD39) Josh Becker (D-SD13) Catherine Blakespear (D-SD38) Steven Bradford (D-SD35) Anna Caballero (D-SD14) Dave Cortese (D-SD15) Bill Dodd (D-SD03) Maria Elena Durazo (D-SD26) Susan Talamantes Eggman (D-SD05) Steven Glazer (D-SD07) Lena Gonzalez (D-SD33) Melissa Hurtado (D-SD16) John Laird (D-SD17) Mike McGuire (D-SD02) Caroline Menjivar (D-SD20) Dave Min (D-SD37) Josh Newman (D-SD29) Steve Padilla (D-SD18) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Susan Rubio (D-SD22) Nancy Skinner (D-SD09) Lola Smallwood-Cuevas (D-SD28) Henry Stern (D-SD27) Thomas Umberg (D-SD34) Aisha Wahab (D-SD10) Scott Wiener (D-SD11) Marie Alvarado-Gil (R-SD04) Brian Dahle (R-SD01) Shannon Grove (R-SD12) Brian Jones (R-SD40) Janet Nguyen (R-SD36) Roger Niello (R-SD06) Rosilicie Ochoa Bogh (R-SD23) Kelly Seyarto (R-SD32) Scott Wilk (R-SD21)
Abstain / Other (1)
Monique Limón (D-SD19)

Lobbying activity

FPPC lobbying disclosures whose activity descriptions mention SB 812, scoped to filings whose coverage period extends through or beyond this bill's introduction date.

Standalone search →
Note: CalAccess lobby filings reference bills by measure number only — no session tag. When the same measure number has existed in earlier sessions (e.g. a previously chaptered bill still being lobbied on for implementation), some of those filings may appear here even though they relate to a different bill. Use the activity descriptions to disambiguate.
Period Form Filer Firm / Employer Lobbying Activity Filing
01/01/2025–03/31/2025 Employer Report ASSOCIATION OF CALIFORNIA HEALTHCARE DISTRICTS; THE — AB 259, 339, 340, 533, 614, 1109, 1331, 1337; SB 29, 239, 246, 669, 812; DEPARTMENT OF HEALTH CARE ACCESS AND INFORMATION RE: AB 869 IMPLEMENTATION; DEPARTMENT OF HEALTH CARE SERVICES, BEHAVIORAL HEALTH SERVICES OVERSIGHT & ACCOUNTABILITY RE: BEHAVIORAL HEALTH TRANSFORMATION #3033914
01/01/2025–03/31/2025 Employer Report BEACH CITIES HEALTH DISTRICT — SB 531, 812 #3042735
01/01/2025–03/31/2025 Employer Report BREATHE SOUTHERN CALIFORNIA — AB 510, AB 512, AB 539, SB 306, SB 363, AB 682, AB 432, AB 384, AB 669, AB 554, AB 602, AB 575, SB 535, AB 577, SB 40, SB 41, AB 910, AB 280, AB 1041, AB 298, AB 1032, SB 257, SB 626, SB 812, AB 1018, AB 1415, AB 543, AB 618, SB 324, SB 530, AB 371, SB 242, AB 789 #3040637
01/01/2025–03/31/2025 Employer Report CRIME VICTIMS UNITED OF CALIFORNIA — AB 46, 47, 433, 352, 622, 848, 994, 1178, 1289, 1396, 1437; SB 4, 292, 380, 490, 562, 672, 812, 994 #3042390
07/01/2023–09/30/2023 Employer Report DELOITTE LLP — AB 331; SB 253, 261, 812; IMPLEMENTATION OF PASS-THROUGH ENTITY TAX (PTET): LEGISLATURE; LICENSING ISSUES: CALIFORNIA BOARD OF ACCOUNTANCY; BOARD APPOINTMENTS: GOVERNOR'S OFFICE; OPINION REQUEST 23-701: ATTORNEY GENERAL'S OFFICE #2852889
07/01/2023–09/30/2023 Employer Report ERNST & YOUNG LLP — AB 331; SB 253, 261, 812; IMPLEMENTATION OF PASS-THROUGH ENTITY TAX (PTET): LEGISLATURE; LICENSING ISSUES: CALIFORNIA BOARD OF ACCOUNTANCY; BOARD APPOINTMENTS: GOVERNOR'S OFFICE; OPINION REQUEST 23-701: ATTORNEY GENERAL'S OFFICE; HOMELESSNESS PREVENTION METHODS, IBANK SOLAR FOR ALL TAX CREDITS: LEGISLATURE #2852890
07/01/2023–09/30/2023 Employer Report GRANT THORNTON LLP — AB 331; SB 253, 261, 812; IMPLEMENTATION OF PASS-THROUGH ENTITY TAX (PTET): LEGISLATURE; LICENSING ISSUES: CALIFORNIA BOARD OF ACCOUNTANCY; BOARD APPOINTMENTS: GOVERNOR'S OFFICE; OPINION REQUEST 23-701: ATTORNEY GENERAL'S OFFICE #2852895
07/01/2023–09/30/2023 Employer Report KPMG LLP — AB 331; SB 253, 261, 812; IMPLEMENTATION OF PASS-THROUGH ENTITY TAX (PTET): LEGISLATURE; LICENSING ISSUES: CALIFORNIA BOARD OF ACCOUNTANCY; BOARD APPOINTMENTS: GOVERNOR'S OFFICE; OPINION REQUEST 23-701: ATTORNEY GENERAL'S OFFICE #2852897
07/01/2023–09/30/2023 Employer Report PRICEWATERHOUSECOOPERS LLP — AB 331, 1397; SB 101, 253, 261, 812; ACA 11; IMPLEMENTATION OF PASS-THROUGH ENTITY TAX (PTET), POTENTIAL AMENDMENTS TO THE PASS-THROUGH ENTITY TAX, SALES TAX ON SERVICES: LEGISLATURE; LICENSING ISSUES: CALIFORNIA BOARD OF ACCOUNTANCY; BOARD APPOINTMENTS: GOVERNOR'S OFFICE; OPINION REQUEST 23-701: ATTORNEY GENERAL'S OFFICE #2853503
Period Form Employer Firm / Filer Fees Reimb. Period Total Cumulative Lobbying Activity Filing
01/01/2025–03/31/2025 Firm Activity (payments) BEACH CITIES HEALTH DISTRICT DEVEAU BURR GROUP, LLC $14,500 $250 $14,750 $14,750 SB 531, 812 #3042705
01/01/2025–03/31/2025 Firm Activity (payments) CALIFORNIA CHILDREN'S HOSPITAL ASSOCIATION LANG, HANSEN, GIROUX & KIDANE $46,050 $0 $46,050 $46,050 CALIFORNIA STATE LEGISLATURE & GOVERNOR'S OFFICE: SB 29, SB 586, SB 325, SB 632, SB 627, SB 242, SB 812, AB 315, AB 876, AB 951, AB 1415, AB 1460 #3040320
01/01/2025–03/31/2025 Firm Activity (payments) CRIME VICTIMS UNITED OF CALIFORNIA LONDON & GONZALEZ ADVOCACY $3,000 $0 $3,000 $3,000 AB 46, 47, 433, 352, 622, 848, 994, 1178, 1289, 1396, 1437; SB 4, 292, 380, 490, 562, 672, 812, 994 #3042354