Tax Software and Supportview on SAM.gov

The Department of the Treasury, Internal Revenue Service (IRS), hereby provides advance notice of its intent to issue a competitive solicitation for Tax Software and Support. This notice is issued for informational and planning purposes and constitutes a pre-solicitation notice/synopsis of a proposed contract action. This notice is not the solicitation, and the Government is not requesting proposals or quotations at this time. The Government anticipates issuing the solicitation approximately 15 days after publication of this notice on SAM.gov, subject to completion of applicable acquisition reviews and approvals. The requirement supports IRS Large Business & International (LB&I) and Appeals and involves commercial off-the-shelf tax software capable of modeling complex tax scenarios and being customized to meet organizational requirements. DESCRIPTION OF REQUIREMENT The IRS has an ongoing requirement for commercial tax software products and associated services supporting the Federal Tax Compliance mission. The anticipated contract will provide software licenses, customization, software maintenance, integration, training, and user and technical support. The anticipated requirement includes, but is not limited to: Up to 130 Tax Analyzer licenses and annual renewals; Up to 150 Tax Planner licenses and annual renewals; Tax software user and technical support/help desk services; Maintenance of IRS-customized Issue Management System (IMS) Tax Engine Middleware; Support and maintenance of the Tax Engine Middleware Plug-In; Software customization and integration; Annual face-to-face training for up to 25 participants; Quarterly virtual training for licensed users; Software updates, upgrades, patches, and enhancements; Integration and testing support; and Associated program management, cybersecurity, documentation, and technical support services. The Acquisition Plan identifies these core licensing, middleware, training, maintenance, customization, and support requirements. ANTICIPATED PERIOD OF PERFORMANCE The Government anticipates a 12-month base period and four 12-month option periods, as follows: Base Period: April 1, 2027 – March 31, 2028 Option Year 1: April 1, 2028 – March 31, 2029 Option Year 2: April 1, 2029 – March 31, 2030 Option Year 3: April 1, 2030 – March 31, 2031 Option Year 4: April 1, 2031 – March 31, 2032 These dates are remain subject to the terms of the final solicitation. ACQUISITION STRATEGY The Government anticipates conducting this procurement as a full and open competition through the open market. The contemplated award is a single-award, Firm-Fixed-Price contract and is not anticipated to be set aside for small business. The applicable NAICS Code is 513210, and the applicable PSC is 7A20. The anticipated contract will contain applicable cybersecurity, privacy, personnel security, and Section 508 requirements. ANTICIPATED SOLICITATION The Government anticipates issuing the solicitation electronically through SAM.gov Contract Oppo…