SAM #5000230074

IRS Solicitation for Tax Analyzer and Tax Planner Software, Middleware, and Support Services

The IRS is seeking a contractor to provide, integrate, and support commercial tax software and related services for its Taxpayer Focused Support Division. - Scope of Work: - Acquisition of up to 130 Tax Analyzer enterprise licenses and 150 Tax Planner perpetual licenses - Provision of technical support for both software products - Maintenance and support for IMS Tax Engine Middleware (including e-file integration) - Annual in-person and quarterly virtual training sessions for users of both Tax Analyzer and Tax Planner - Surge capacity for additional licenses as needed - Contract Structure: - Firm Fixed Price contract - Base period: April 1, 2027 – March 31, 2028 - Four 12-month option periods (potential total duration: 5 years) - Requirements: - Compliance with Section 508 accessibility standards - Adherence to IRS security requirements - Continuity of services and transition support across all periods - Key Products/Services: - Tax Analyzer and Tax Planner software - IMS Tax Engine Middleware - Technical support and training - Potential Value: - Estimated contract value likely in the low to mid seven-figure range, depending on license and support costs - Commercial Opportunity: - Open to vendors offering COTS tax software and middleware solutions with robust support and training capabilities

Description

The purpose of this requirement is for the acquisition, integration, maintenance, and support of Commercial Off-The-Shelf (COTS) tax software products, along with associated middleware and technical services.

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