San Mateo Opengov #2027-RFP-00207

San Mateo County seeks CPA firm for Public Guardian and Public Administrator tax services

San Mateo County is seeking a qualified CPA firm to prepare taxes and provide related advisory support for clients of 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 OEMs or vendor firms are named; the County is seeking a qualified CPA firm. - Requested services: Review financial and tax records; determine filing obligations, jurisdictions, deadlines, extensions, and missing documentation; prepare and support filing of federal, California, and authorized out-of-state returns. Work may include individual, fiduciary, trust, estate, gift, and business returns, as well as amended, delinquent, prior-year, superseding, protective, and extension filings. The contractor may also provide written determinations when no return is required, tax research and consultation, transcript assistance, and authorized help with tax notices, correspondence, penalty abatement, payment plans, electronic payments, and ACH refunds. - Pricing schedule services: Simple and complex individual returns; business returns; fiduciary or trust returns; Estate Form 706 returns; County-approved additional hours; tax-transcript assistance; annual staff training; and reduced-fee returns for eligible clients experiencing financial hardship. No quantities or part numbers are specified. - Notable requirements: The lead tax professional must hold an active California CPA license, or work under the supervision and sign-off of an actively California-licensed CPA. The firm must have comparable tax preparation and compliance experience in at least four of the past seven years. Sensitive taxpayer, financial, medical, and conservatorship information must be handled securely. County approval is required before filing returns, making elections or payments, or otherwise binding a client or estate. - Work authorization and volume: Services are performed only upon County referral or written authorization. There is no guaranteed minimum workload or compensation; other organizations may use the agreement without guaranteeing additional work.

Description

The County seeks a qualified CPA firm to provide tax compliance, tax return preparation, filing support, and related consultation for matters referred by the Public Administrator and Public Guardian Programs. Services may cover individuals, decedents’ estates, trusts, conservatorships, and other authorized matters, including federal and California returns, assessments, amendments, tax notices, and related advisory work. Work is performed only upon County referral or written authorization, and the County guarantees no minimum assignments or compensation. The contractor must meet CPA licensing and experience requirements and comply with applicable tax, confidentiality, and information-security requirements.

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