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NAICS Code· 541213

Tax Preparation Services

This U.S. industry comprises establishments (except offices of CPAs) engaged in providing tax return preparation services without also providing accounting, bookkeeping, billing, or payroll processing services. Basic knowledge of tax law and filing requirements is required. Cross-References.Show more

NAICS 541213 – Tax Preparation Services encompasses professional services related to the preparation, review, and filing of federal, state, and local tax returns for individuals, businesses, estates, and trusts. This includes advisory services on tax compliance, deduction optimization, credit eligibility, and regulatory interpretation under the Internal Revenue Code and applicable state statutes.

4
Active Contracts
$171K
Total Obligations (12mo)
5
Awarded Contracts (12mo)
4
Contractors Awarded (12mo)
-0.3%
YoY Growth

Awarded Contractors

Companies that have received federal awards classified under NAICS 541213.

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NAICS 541213 FAQ

Frequently Asked Questions

NAICS code 541213 covers Tax Preparation Services. This U.S. industry comprises establishments (except offices of CPAs) engaged in providing tax return preparation services without also providing accounting, bookkeeping, billing, or payroll processing services. Basic knowledge of tax law and filing requirements is required. Cross-References.

Recently Posted in Tax Preparation Services

NAICS: 541213
Closed
Canada
Tax Preparation SoftwareThe Canada Revenue Agency is seeking a commercial off-the-shelf tax preparation software solution to support the Community Volunteer Income Tax Program and the Income Tax Assistance – Volunteer Program in Quebec, enabling volunteers to assist low-income individuals with filing federal T1 and provincial TP-1 tax returns in both English and French. The software must fully handle all applicable tax calculations, credits, and filing requirements for both levels of government, with WCAG 2.1 Level AA accessibility compliance as a mandatory technical requirement. The contract is structured as a firm fixed price agreement with an initial twelve-month term and options to extend for up to five additional one-year periods, during which the government may also exercise options to purchase additional activation keys, USB keys, and training licenses at pre-priced rates. Bids must be submitted via Canada Post’s Connect service after initiating a formal conversation through the designated email, and all proposals must be in English or French. Evaluation will be based on a weighted trade-off approach, where technical merit accounts for 10% of the total score and price constitutes 90%, with technical criteria scored on a strict pass/fail basis totaling 80 points. Key technical requirements include provision of software change descriptions and screenshots, automatic system notifications, logging capabilities, and submission of a corporate environmental policy. The contract incorporates a comprehensive set of Canadian federal clauses covering agency restructuring, applicable laws, entire agreement, modifications, and severability, while also embedding supplier integrity, conflict of interest, anti-bribery, anti-forced labor, and international sanctions provisions. Bidders must provide business numbers for all joint venture members, certify compliance with the Supplier Integrity Directive, and disclose any former public servant employment or foreign criminal convictions. All deliverables, including software and licensing materials, become the property of Canada upon delivery, subject to inspection and acceptance at destination. No physical packaging or military marking standards apply, and there are no security clearance requirements beyond escort policies for personnel visiting CRA premises. The procurement is open to Canadian suppliers and partners under multiple international trade agreements. Final proposals must be organized into three distinct sections—technical bid, financial proposal, and certifications—with submissions limited to PDF or HTML formats through the Connect portal, and no direct email submissions are permitted.
Canada Revenue Agency

POSTED

21 days ago

CLOSED

20 days ago
View Details
NAICS: 541213
Closed
SLED
Request for Qualifications CPAThe Texas State Board of Public Accountancy is seeking qualified Texas-licensed Certified Public Accountants to provide consulting services reviewing attest, preparation, and tax preparation work performed by CPAs under Solicitation Number 457-27-002. Respondents must demonstrate at least seven years of relevant expertise and meet mandatory pass/fail criteria including active Texas CPA licensure, satisfactory disciplinary history, and compliance with state certifications related to human trafficking, debarment, terrorism, foreign ownership restrictions, and previous state employment. Proposals must be submitted electronically and in hard copy by June 12, 2026, at 5:00 p.m. Central Standard Time, and must include detailed hourly billing rates categorized by timekeeper status, out-of-pocket expenses, and any proposed discounts; the selection will be based on demonstrated competence and qualifications alongside a fair and reasonable price, with no requirement to select the lowest bid. The contract term runs from September 1, 2026, to August 31, 2027, with performance limited to the State of Texas. Consultants are required to maintain confidentiality of provided records, carry professional liability insurance with disclosed limits and deductibles, and certify compliance with numerous state statutes including the Public Information Act, cybersecurity training mandates, and prohibitions on requiring COVID-19 vaccination documentation. All work product, including reports and data, becomes the property of the Board upon completion or termination, which may occur with thirty days’ written notice. The State Auditor retains audit rights over direct and subcontracted activities, and the CPA must preserve or transfer all contract-related records to the Board at no cost upon termination. Legal matters are governed by Texas law, with venue exclusively in Travis County, and indemnification obligations are imposed on the CPA to protect the state and Board from liability. Proposals must be submitted to the General Counsel at the specified Austin address, with supplemental updates posted on the Electronic State Business Daily portal.
Texas State Board of Public Accountancy

POSTED

about 2 months ago

CLOSED

about 1 month ago
View Details
NAICS: 541213
Closed
SLED
Energy Tax Credit Assistance ServicesThis solicitation seeks proposals from experienced professional tax advisers to provide expert guidance on federal tax credit compliance, specifically related to IRS Section 48E Energy Tax Credits and federal funding, including Appalachian Regional Commission grants. The primary focus is to support local governments and related entities in battery energy storage system projects by ensuring the proper substantiation, eligibility, and defensibility of energy tax credits pledged as federal cost shares. The selected firm will provide comprehensive advisory services throughout the project lifecycle, including pre-procurement structuring, vendor compliance assessment, transaction support, and ongoing audit readiness to meet IRS and federal reporting requirements. In addition to tax credit expertise, respondents must demonstrate knowledge of related compliance areas such as prevailing wage and apprenticeship requirements, domestic content rules, energy community eligibility, and Direct Pay mechanisms under Section 6417 of the Internal Revenue Code. Proposals are evaluated primarily on technical merit, with the highest weighting (40%) assigned to demonstrable experience with Section 48E tax credits, followed by battery storage project experience (25%) and Direct Pay filing capability (15%). The evaluation also considers the qualifications of the project team, references (10%), and cost proposal (10%). Firms must submit a detailed package including firm overview, project experience, key personnel, technical approach, risk mitigation strategies, references, fees, and a statement of qualifications within a 20-page limit. The contract performance is expected to begin in September 2026 and extend through all project phases, focusing on compliance monitoring, documentation management, and IRS audit support. All work must comply with applicable federal laws and regulations, including civil rights acts and HUD project provisions. The solicitation does not incorporate standard FAR clauses but requires adherence to state and federal contractual provisions. Proposals must be submitted electronically by July 6, 2026, and must include certifications such as debarment status and E-Verify affidavit where applicable. The agreement will embody special contract requirements mandating strict compliance with wage, content, and reporting provisions, with full cooperation during IRS audits and retention of all documentation in an audit-ready state.
Murray County Government

POSTED

2 months ago

CLOSED

8 days ago
View Details
NAICS: 541213
Closed
SLED
Federal Tax Credit Advisory – ITC Elective Pay FilingThe contract obligates the provider to deliver expert advisory services aimed at preparing, filing, and securing federal Investment Tax Credit elective payments under IRC §6417 for three municipal solar photovoltaic systems. The scope of work requires specialized knowledge of federal tax credit regulations, documentation standards, and procedural requirements to ensure successful application and approval of elective cash payments in lieu of traditional tax credits. The provider must navigate complex federal guidelines, coordinate with municipal entities, and maintain strict compliance to maximize the financial benefit of the ITC for the identified solar projects. The services are to be performed in support of municipal solar installations located in Wellesley, Massachusetts, with a place of performance specified as Floor Wellesley, ZIP 02482. The contract is classified as a subcontract under NAICS code 541213, indicating it falls within the category of accounting, tax preparation, bookkeeping, and payroll services. The solicitation was posted on May 8, 2026, with a mandatory response deadline of May 28, 2026, at 5:00 PM. The contracting authority is listed as Sustainable Energy, an agency under the Commonwealth of Massachusetts, though no point of contact or additional organizational details are provided beyond the agency name and location.
00126 - Sustainable Energy

POSTED

2 months ago

CLOSED

about 2 months ago
View Details

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