Certified Public Accountancy Services for Public Guardian and Public Administrator Programs in San Mateo County

San Mateo County's Health - Aging and Disability Services department is seeking a qualified Certified Public Accountant (CPA) firm to provide tax compliance, return preparation, filing support, and consultation services for the Public Administrator and Public Guardian Programs. The contractor will manage tax matters for conserved persons, decedents' estates, trusts, and other entities under the County's legal authority. Services are performed only upon written authorization or referral, and the County does not guarantee a minimum number of assignments or billable hours. The selected firm must adhere to federal and California tax laws, IRS and FTB requirements, and professional CPA standards, while maintaining strict confidentiality and information security. The contract features an initial one-year term with the possibility of extension up to five years based on performance. Award decisions are based on the overall best value, with preferential scoring points available for local, small, or micro businesses and non-profits. Required deliverables include the preparation of simple, complex, business, fiduciary, trust, and Estate 706 returns, as well as assistance with tax transcripts and annual staff training. The contractor must utilize a reliable invoicing software platform for itemized billing and provide weekly status reports during tax season, along with quarterly and annual aggregate reports. Minimum qualifications require the firm to have provided similar services for at least four of the last seven years and maintain active CPA licensure. Proposers must be registered in SAM.gov and provide a Unique Entity Identifier. The evaluation process may include interviews for high-scoring proposals. Submissions are due by November 13, 2026, via the OpenGov eProcurement portal, with an anticipated contract award date of January 1, 2027. All services must comply with the Americans with Disabilities Act, HIPAA, and California Labor Code prevailing wage requirements where applicable.