Tax Software and Support

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 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.

Anticipated Period of Performance

Base Period:

December 18, 2026 - December 17, 2027

Option Period 1:

December 18, 2027 - December 17, 2028

Option Period 2:

December 18, 2028 - December 17, 2029

Option Period 3:

December 18, 2029 - December 17, 2030

Option Period 4:

December 18, 2030 - December 17, 2031

The government anticipates awarding a single firm-fixed-price contract utilizing a Best-Value Tradeoff (BVTO) source selection approach in accordance with FAR 15.101-1.

Proposals will be evaluated based on the following factors, listed in descending order of importance:

1. Technical Approach

2. Licensing, Middleware Integration & Support Capability

3. Past Performance

4. Price

The combined non-price factors are significantly more important than price. Award will be made to the responsible offeror whose proposal represents the best value to the government, considering price and non-price factors.

The government intends to award without discussions; however, it reserves the right to conduct discussions if determined necessary by the Contracting Officer.

Questions and Proposal Submission

Questions Due: October 30, 2026, at 4:00 PM Eastern Time.

Proposals Due: November 18, 2026, at 4:00 PM Eastern Time.

All questions and proposals shall be submitted electronically via email to both:

• louis.c.browniii@irs.gov

• tanya.r.burnett@irs.gov

Offerors shall submit proposals in accordance with Section L, Instructions, Conditions, and Notices to Offerors, and Section M, Evaluation Factors for Award, of the attached solicitation.

Interested offerors are encouraged to carefully review the solicitation and all accompanying attachments for complete technical requirements, proposal instructions, evaluation criteria, and applicable terms and conditions.

Any amendments, clarifications, or updates to this solicitation will be posted on SAM.gov. Offerors are responsible for monitoring SAM.gov for updates and amendments throughout the solicitation period.