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Specialized Tax Research and Advisory Consultant

Active

State & Local

Response Deadline11/13/2026, 08:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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The Specialized Tax Research and Advisory Consultant subcontract involves providing complex tax research and advisory services for prime contractors working on San Mateo County Public Guardian and Public Administrator projects. The selected consultant must be a licensed CPA capable of utilizing professional databases such as RIA Checkpoint or CCH to conduct detailed tax analyses, identify compliance risks, and resolve prior-year issues. Key deliverables include the production of tax research memos, advisory reports, and comprehensive case assessments that specify necessary returns and critical filing deadlines. This opportunity is issued under the California Health - Aging and Disability Services agency with a NAICS code of 541211. The solicitation was posted on October 30, 2026, and requires a response by November 13, 2026. Interested parties can find further details through the San Mateo County government procurement portal.

General Info

Licensed CPA provides tax research and advisory services for San Mateo County projects.

Agency

California → Health - Aging and Disability Services

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 2027-RFP-00207.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

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

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Timeline

PostedOct 30

subcontract

Response DeadlineNov 13

Submission deadline

Response Deadline

11/13/2026, 08:00:00 AM UTCin 10 days

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Organization & Contact Information

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AgencyCalifornia → Health - Aging and Disability Services

ContactsNo contacts available

OfficeN/A

Organization / AgencyCalifornia → Health - Aging and Disability Services

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs complex tax research and advisory services for prime contractors on San Mateo County Public Guardian and Public Administrator projects. Conducts tax analysis to identify compliance risks, penalties, and unresolved prior-year issues using tax research databases like RIA Checkpoint or CCH. Requires CPA licensure. Delivers tax research memos, advisory reports, and case assessments identifying required returns and filing deadlines.

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