Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, November 11 at 2:00 PM ET

Register Free →

Search

Top

Back to Contracts

Tax Preparation Support Services

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

Show more

This subcontract for Tax Preparation Support Services involves the preparation and review of simple individual tax returns for prime contractors working on San Mateo County Public Guardian and Public Administrator projects. The selected provider will be responsible for managing case-specific document checklists, utilizing professional tax software to identify missing or inconsistent documentation, and ensuring the final delivery and filing of all individual tax returns. To qualify for this engagement, the provider must hold an Enrolled Agent or CPA certification. This opportunity is issued by the California Health - Aging and Disability Services agency under NAICS code 541213, with a response deadline set for November 13, 2026.

General Info

CPA or EA to provide individual tax preparation services by November 13, 2026.

Agency

California → Health - Aging and Disability Services

NAICS

541213 - Tax Preparation Services

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

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedOct 30

subcontract

Response DeadlineNov 13

Submission deadline

Response Deadline

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

Ready to pursue this opportunity?

Get full access to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

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

Show more

Prepares and reviews simple individual tax returns for prime contractors on San Mateo County Public Guardian and Public Administrator projects. Manages case-specific document checklists and identifies missing or inconsistent documentation using professional tax preparation software. Requires Enrolled Agent (EA) or CPA certification. Delivers completed and filed individual tax returns.

Similar Contracts

Same NAICS industry code

W-2 and 1099 Printing and Mailing Distribution Support

Solicitation # USCA27R0019

The Administrative Office of the United States Courts is soliciting proposals under solicitation USCA27R0019 for a Firm Fixed Price contract to provide printing and mailing services for various IRS information returns, including W-2, 1099-R, 1099-INT, 1099-MISC, and 1099-NEC forms. The contractor will receive ready-to-print PDF data files from the judiciary and will be responsible for the domestic, U.S. territory, and international distribution of these documents. This requirement is strictly limited to printing and mailing services and does not include tax-related consulting or preparation. The period of performance spans from November 16, 2026, through November 15, 2031, structured as a base year with four option years and a six-month extension. The contractor must adhere to strict security and quality standards, including the protection of personally identifiable information and the use of NIST SP 800-88 guidelines for data sanitization. Specific packaging requirements include the use of envelopes clearly marked with Important Tax Document Enclosed and the inclusion of USPS barcodes. Proposals will be evaluated using a Best Value Tradeoff process, where technical and management capabilities, followed by past performance, are significantly more important than price. Technical evaluations will focus on the approach to the statement of work, management structure, and corporate experience, requiring prime contractors to demonstrate performance on at least five similar contracts within the last three years. Proposals must be submitted in separate technical and price volumes by November 6, 2026.

Aousc-Procurement Management Division

POSTED

DEADLINE

26-/27-04 Lane Community College Student Tax Preparation Services

Solicitation # 26-27-04

Lane Community College Student Government Association is soliciting quotes from certified public accounting firms, tax preparation companies, or authorized IRS e-file providers to provide tax services for up to 300 eligible students. The scope of work includes electronic filing of federal and state returns for domestic students, specialized Form 1040-NR preparation and treaty analysis for international students, and the establishment of physical or virtual tax clinics from February to April. Additionally, the selected provider must conduct financial literacy workshops covering Form 1098-T and various education tax credits. The contract requires strict adherence to FERPA and GLBA data privacy standards. Proposals will be evaluated based on demonstrated experience with student populations and international tax laws, the quality of the implementation and data protection plan, cost efficiency using an each-student pricing model, and institutional references. Interested parties must submit their proposals via the BidLocker portal by December 2, 2026, with a target contract award and execution date in January 2027. Greg Davies serves as the primary point of contact for this solicitation.

Lane Community College

POSTED

DEADLINE

Consultant to Provide Services Relating to Arbitrage Rebate and Tax Compliance Issues for Tax Exempt Bonds

Solicitation # 2139968

The Metropolitan Transportation Authority (MTA) is seeking a qualified consultant through Request for Proposals (RFP) number 2139968 to provide specialized services regarding arbitrage rebate and tax compliance for tax-exempt bonds. The selected vendor will ensure that the MTA, the New York City Transit Authority (NYCT), and the Triborough Bridge and Tunnel Authority (TBTA) remain in compliance with the Tax Reform Act of 1986 and all subsequent Internal Revenue Service rules and regulations. The scope of work focuses specifically on the arbitrage compliance of investments made with tax-exempt bond proceeds. Vendor personnel are required to have demonstrated experience performing similar tasks for large public sector clients or transportation organizations. The contract has an estimated value between $500,000 and $1,000,000 and is 100% operating funded. The initial period of performance is three years, with an option for a two-year extension. Proposals are due by November 23, 2026, at 2:30 PM. Interested bidders must be registered through the MTA Vendor Portal to obtain a necessary bidder/supplier number before document requests can be processed. A virtual pre-bid meeting is scheduled for November 2, 2026.

MTA - NYC Transit (NYCT)

POSTED

DEADLINE

Municipal Financial Audit ServicesThe Municipal Financial Audit Services subcontract involves performing comprehensive financial audits of all City funds utilized by prime contractors on City of Florida municipal projects. The selected provider is responsible for conducting these audits, preparing the formal Auditor's Report, and issuing an unqualified opinion along with necessary Supplemental Schedules. To qualify for this engagement, the contractor must hold a valid CPA license and maintain professional liability insurance of at least 1,000,000 dollars. The project is managed by the Florida Procurement agency, with a response deadline set for November 17, 2026. Final deliverables include the completed Auditor's Report and all associated Supplemental Schedules.

POSTED

DEADLINE

Federal and State Tax Preparation and AdvisoryThis subcontract for the City University of New York involves providing specialized federal and state tax preparation and advisory services for prime contractors. The scope of work includes completing all necessary tax reporting forms and offering professional guidance and training on tax issues and financial statement preparation, with a specific focus on laws governing governmental entities and higher education. The selected provider will be responsible for delivering completed tax returns, advisory memos, and training materials. This opportunity is categorized under NAICS code 541213, with a response deadline set for November 10, 2026.

City University of New York (CUNY)

POSTED

DEADLINE

Municipal Audit and Financial Consulting ServicesThe City of Linden Purchasing Department in New Jersey is seeking a licensed Certified Public Accounting firm to provide municipal audit and financial consulting services. The selected subcontractor will be responsible for performing comprehensive financial audits for prime contractors on city municipal projects, ensuring financial accuracy and compliance through the audit of individual city funds and overall account groups in accordance with professional auditing standards. The final deliverables for this engagement include completed audit reports and strategic consulting recommendations. To be eligible for this opportunity, firms must possess a valid Business Registration Certificate and a CPA firm license. Interested parties must submit their responses by November 6, 2026, at 3:00 PM. The work will be performed in Linden, New Jersey, under NAICS code 541213.

City of Linden Purchasing Department

POSTED

about 1 month ago

DEADLINE

PATRIC Program Administrative and Payroll ManagementThe PATRIC Program Administrative and Payroll Management subcontract, issued by the Florida Fish and Wildlife Conservation Commission, provides essential administrative oversight and payroll services for prime contractors working on agency projects. The scope of work involves verifying field survey tracks and labor hours through GPS technology, calculating bi-weekly compensation according to established FWC pay rates, and managing the secure transfer of digital data. To fulfill these duties, the contractor must deliver verified payroll reports, monthly compensation summaries, and comprehensive documentation suitable for auditing purposes. Prospective vendors must be registered in both MyFloridaMarketPlace and Sunbiz to qualify for this opportunity. The solicitation is classified under NAICS code 541213 and is scheduled to be posted on September 1, 2026, with a response deadline of November 6, 2026. This contract ensures that field operations are supported by accurate financial management and rigorous data verification to maintain the integrity of conservation project expenditures.

Florida Fish and Wildlife Conservation Commission

POSTED

DEADLINE

Court Reporting and Transcription ServicesThe contract secures professional court reporting and transcription services essential for federal legal proceedings, with a focus on real-time transcription, deposition coverage, and accurate legal documentation. These services support the Defense Logistics Agency under the Department of Defense, ensuring reliable and timely creation of official records for judicial and administrative functions. The work is performed under a subcontract arrangement governed by NAICS code 541213, which classifies the services as legal services, specifically court reporting and transcription. Although the solicitation number and specific point of contact are not provided, the contract was posted on July 16, 2026, and the place of performance remains unspecified, indicating flexibility in where services may be rendered across federal jurisdictions. The absence of a set-aside designation suggests the subcontract is open to eligible contractors without geographic or demographic restrictions, allowing qualified vendors to compete for work supporting critical legal operations within the Department of Defense.

Defense Logistics Agency

POSTED

DEADLINE

Internal Audit Quality AssessmentsThis subcontract with the Department of Public Works and Government Services involves performing quality assessments of internal audit functions for prime contractors on professional audit projects. The scope of work includes reviewing audit methodologies, conducting quality assurance engagements, and evaluating internal audit functions to ensure strict adherence to professional standards. The successful provider will be responsible for delivering detailed quality assessment reports and actionable improvement plans. The contract is categorized under NAICS code 541213 and is managed by the Government of Canada. Performance of these services may occur in Canada, abroad, or via remote offsite locations. The opportunity was posted on July 2, 2026, with a response deadline set for July 31, 2028.

Department of Public Works and Government Services

POSTED

DEADLINE

Internal Audit ServicesThis subcontract for Internal Audit Services with the Department of Public Works and Government Services involves providing independent assurance and consulting activities for prime contractors on professional audit projects. The scope of work includes conducting operational, compliance, and value-for-money audits, as well as evaluating management controls to enhance governance and risk management processes. Key deliverables consist of comprehensive audit reports, risk assessments, and strategic governance recommendations. The contract is categorized under NAICS code 541213 and allows for performance in Canada, foreign locations, or via remote offsite arrangements. The solicitation period begins on July 2, 2026, with a response deadline set for July 31, 2028.

Department of Public Works and Government Services

POSTED

DEADLINE

Independent Financial and Compliance AuditingThis subcontract for the Department of Defense involves providing independent financial and compliance auditing services for prime contractors on JPEO-CBRND projects. The primary objective is to conduct audits in accordance with CFR Title 2 Section 200 to verify budget justifications and the proper utilization of funds. The selected provider must be certified in government auditing standards, specifically the GAO Yellow Book, and is responsible for delivering formal audit reports and compliance certifications. The project is managed by the W6QK Acc-Apg agency and is based in Frederick, Maryland. It falls under NAICS code 541213. The contract was posted on March 25, 2026, with a response deadline set for January 1, 2031.

POSTED

DEADLINE

in about 4 years

Printing, Distribution and Mailing of Tax Statements The Wage and Hour Division of the Department of Labor requires professional tax preparation services to facilitate the accurate financial reporting of wage and tax data to the Social Security Administration, the Internal Revenue Service, and various back wage recipients. The selected contractor will be responsible for providing comprehensive and secure processing for W-2 and 1099 statements in compliance with the Internal Revenue Code and IRS Publication 15. The scope of work encompasses data file processing, rigorous testing and verification, the printing and mailing of original tax statements, and the management of a web-based system for handling W-2 reprints and corrections. This procurement is categorized as a total small business set-aside, meaning it is reserved for small business concerns under FAR 19.5 regulations. The contract falls under NAICS code 541213 and involves performance in Washington. As a forecasted procurement, it serves to notify potential vendors of upcoming requirements for printing, distribution, and mailing services related to tax documentation. Interested parties can coordinate with designated points of contact within the Department of Labor for further information regarding this acquisition.

WAGE & HOUR DIVISION

POSTED

DEADLINE

More opportunities from California → Health - Aging and Disability Services

Same awarding agency

Skilled Nursing ServicesThis subcontract for Skilled Nursing Services supports prime contractors on projects for the County of San Mateo Aging and Disability Services. The selected provider will be responsible for delivering professional nursing assessments, clinical care, and patient and caregiver education utilizing standardized medical assessment tools. The primary objective is the delivery of completed health assessments and nursing visits tailored to older adults and individuals with disabilities. To qualify for this engagement, providers must hold a valid Registered Nurse licensure and undergo a thorough credential verification process. Candidates are required to demonstrate specific professional experience working with the target demographic of seniors and adults with disabilities. The solicitation was posted on November 2, 2026, with a response deadline set for December 2, 2026.

Offices of Mental Health Practitioners (except Physicians)

POSTED

about 10 hours ago

DEADLINE

Non-Medical Home Care ServicesThis subcontract for Non-Medical Home Care Services supports prime contractors working on projects for the County of San Mateo Aging and Disability Services. The scope of work involves providing essential non-medical personal care, including bathing, grooming, dressing, toileting, eating, mobility, and transfers. Additionally, the provider is responsible for household support tasks such as light housekeeping, laundry, meal preparation, and clutter reduction. Services must be delivered in minimum two-hour blocks. To ensure safety and quality of care, the contractor must adhere to strict staff screening processes, conduct comprehensive background checks, and maintain full compliance with infection prevention protocols. The solicitation is categorized under NAICS code 624120 and is managed by the California Health Aging and Disability Services agency.

Services for the Elderly and Persons with Disabilities

POSTED

about 10 hours ago

DEADLINE

Home Health Services for the Aging and Disability Services in the County of San Mateo

Solicitation # 2027-RFP-00206

The County of San Mateo, through the Department of Health - Aging and Disability Services, is soliciting proposals for qualified providers to deliver home health and in-home supportive services for conservatees and vulnerable adults. The goal is to maintain clients in the least restrictive community settings by providing person-centered assistance, including personal care, homemaker and chore services, medication reminders, safety monitoring, and escort services for medical appointments. The County may award one or more contracts, utilizing selected vendors on a rotation basis. Providers must demonstrate the capacity to operate throughout San Mateo County and possess a minimum of four years of experience in similar services within the last seven years. Eligible bidders must be registered with the System for Award Management and provide a valid Home Care Organization license from the California Department of Social Services where applicable. The evaluation process includes preferential point ratings for local, small, and micro businesses or non-profits, with a tie-breaking preference given to local entities. Contractors are required to adhere to strict compliance standards, including HIPAA regulations, the Americans with Disabilities Act, and Section 504 of the Rehabilitation Act. Key operational requirements include the completion of criminal background checks for all personnel, timely acceptance of referrals within one business day, and the maintenance of contemporaneous service records. Proposals must be submitted electronically via the OpenGov portal by December 2, 2026.

Home Health Care Services

POSTED

about 10 hours ago

DEADLINE

Asset Valuation SpecialistThis subcontract opportunity is for an Asset Valuation Specialist to provide professional valuation services for estates and assets supporting prime contractors on projects for the San Mateo County Public Guardian and Public Administrator. Working under the California Health - Aging and Disability Services agency, the selected specialist will utilize valuation modeling software to determine estate values and tax liabilities, ultimately delivering formal appraisals and valuation reports. Qualified candidates must hold an Accredited Appraiser or Certified Valuation Analyst certification. The solicitation was posted on October 30, 2026, with a response deadline of November 13, 2026. This procurement falls under NAICS code 541219.

Other Accounting Services

POSTED

DEADLINE

Specialized Tax Research and Advisory ConsultantThe 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.

Offices of Certified Public Accountants

POSTED

DEADLINE

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

Solicitation # 2027-RFP-00207

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.

Offices of Certified Public Accountants

POSTED

DEADLINE

Earlier notices in this NAICS code

Posted before this notice, open and closed

Audit Support Services

City of Glens Falls

POSTED

CLOSED

IRS Form 990 Preparation and Filing

Senior Services, Inc. Of Chester

POSTED

CLOSED

Tax Compliance and Preparation Services

CSU, Channel Islands

POSTED

CLOSED

about 8 hours ago

Non-Cash Gift Integration and Valuation

POSTED

about 1 month ago

CLOSED

Specialized Accounting/Consulting Services

Dooly County Board of Commissioners

POSTED

about 2 months ago

CLOSED

NIA1-171-260000000807-1 | Award for RFP 250000002675 Business Tax Types

Solicitation # 250000002675

POSTED

about 2 months ago

CLOSED

about 1 month ago

158-27-048 Tax Reporting Solution

Solicitation # 158-27-048

Virginia Retirement System

POSTED

about 2 months ago

CLOSED

about 1 month ago

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS