Tax and Arbitrage Compliance Consulting

The contract entails ongoing tax and arbitrage compliance services for municipal bond arbitrage activities, requiring the provider to perform detailed yield calculations, identify excess earnings, prepare IRS Form 8038, and issue legal opinions on tax compliance to ensure adherence to federal regulations. These services are essential for maintaining the tax-exempt status of municipal bonds issued by Fort Worth ISD and must be delivered with precision to avoid penalties or jeopardizing the municipality’s financial standing. The work demands deep expertise in federal tax law, bond structures, and arbitrage rules under the Internal Revenue Code. This subcontract is solicited under NAICS code 541211 for accounting, tax preparation, bookkeeping, and payroll services, with a response deadline of July 27, 2026. The contracting entity is Fort Worth ISD in Texas, though specific performance location and point of contact details are not provided. Bidders must demonstrate proven capability in municipal finance compliance, including experience with IRS reporting requirements and legal opinion development for bond issuers. The absence of set-aside designations indicates open competition, and the online portal linked in the posting serves as the sole source for submission guidelines and additional documentation.