Electronic Tax Preparation and Transmission Software/Maintenance

The contractor shall provide electronic tax preparation software and support services for volunteer tax preparers. The respective software and services shall allow tax preparers to complete accurate tax returns and securely transmit the completed tax returns to the IRS and state agencies. The respective software and services shall support the IRS organizations’ various tax assistance programs described in the previous sections of this statement of work.

The software shall take advantage of current and commercially proven technology. The tax preparation software shall meet the requirements under this contract and be compliant with IRS electronic e-file for tax preparation capability. The tax preparation software shall operate out-of- the- box with minimal configuration/custom development to meet IRS regulatory, security and privacy standards.

Specific cost concepts or techniques that may be employed and which should be a CARE’s goal is a successful deployment of various user-friendly software applications to be used by the IRS tax assistance programs to provide free electronic federal and state tax return preparation and transmission for taxpayers. The software is expected to be used by preparers with varying degrees of experience, including tax professionals and non-tax professionals.

This includes IRS partners, volunteers, employees (referred to hereafter as IRS licensees) and taxpayers at approximately 12,000 locations worldwide, with diverse technical operating environments.

Base Year: Date of Award (Est. June 1, 2026 – May 31, 2027 - 12 Months After Award Option Year 1: 12 Months (Est. May 31, 2028)

Option Year 2: 24 Months (Est. May 31, 2029)

Option Year 3: 36 Months (Est. May 31, 2030)

Option Year 4: 48 Months (Est. May 31, 2031)