San Mateo Opengov #290412

San Mateo County CPA Tax Preparation and Support Services

San Mateo County seeks a qualified CPA firm to provide tax-preparation and related support for its Public Guardian and Public Administrator programs. - Government buyer: County of San Mateo, Health - Aging and Disability Services, Public Guardian and Public Administrator Programs. - OEMs and vendors: No CPA firm, vendor, or tax-software OEM is named; the County is seeking qualified providers. - Requested services: Review client financial, legal, and tax records; identify filing obligations and deadlines; prepare authorized federal and California individual, fiduciary, and trust returns; and provide filing, consultation, tax research, and assistance with tax notices, transcripts, and electronic payments or refunds. Estate, gift, business, and out-of-state returns require specific written authorization. - Priced service categories: Simple and complex individual returns, business returns, fiduciary or trust returns, estate Form 706 returns, approved additional service hours, transcript assistance, reduced-fee client returns, and annual staff training. No quantities or minimum assignment volume are guaranteed. - Notable requirements: The lead tax professional must hold an active California CPA license, or work under qualifying California-licensed CPA supervision and sign-off. The provider must protect confidential taxpayer information, obtain County approval before filing or taking actions that bind clients or the County, correct contractor-caused errors, provide status reporting and training, and retain records. - Term: The solicitation describes a one-year agreement with possible extensions, but also contains inconsistent language about the maximum extension period. It is not an annual subscription.

Description

The County of San Mateo seeks a qualified CPA firm to provide tax compliance, tax return preparation, filing support, and tax consultation for matters administered by its Public Guardian and Public Administrator Programs. Services may cover conserved persons, decedents’ estates, trusts, and other matters for which the County has legal authority or responsibility, including preparation of authorized federal and California returns, identifying filing requirements and deadlines, and coordinating documentation with program staff. Work is assigned only upon County referral or written authorization, and no minimum assignments or quantities are guaranteed. The contractor must meet applicable CPA and tax requirements and comply with County confidentiality and information-security requirements.

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