Tax Software and Support

The Department of the Treasury, Internal Revenue Service (IRS), hereby provides advance notice of its intent to issue a competitive solicitation for Tax Software and Support.

This notice is issued for informational and planning purposes and constitutes a pre-solicitation notice/synopsis of a proposed contract action. This notice is not the solicitation, and the Government is not requesting proposals or quotations at this time.

The Government anticipates issuing the solicitation approximately 15 days after publication of this notice on SAM.gov, subject to completion of applicable acquisition reviews and approvals.

The requirement supports IRS Large Business & International (LB&I) and Appeals and involves commercial off-the-shelf tax software capable of modeling complex tax scenarios and being customized to meet organizational requirements.

DESCRIPTION OF REQUIREMENT

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 anticipated 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.

The Acquisition Plan identifies these core licensing, middleware, training, maintenance, customization, and support requirements.

ANTICIPATED PERIOD OF PERFORMANCE

The Government anticipates a 12-month base period and four 12-month option periods, as follows:

Base Period:

April 1, 2027 – March 31, 2028

Option Year 1:

April 1, 2028 – March 31, 2029

Option Year 2:

April 1, 2029 – March 31, 2030

Option Year 3:

April 1, 2030 – March 31, 2031

Option Year 4:

April 1, 2031 – March 31, 2032

These dates are remain subject to the terms of the final solicitation.

ACQUISITION STRATEGY

The Government anticipates conducting this procurement as a full and open competition through the open market. The contemplated award is a single-award, Firm-Fixed-Price contract and is not anticipated to be set aside for small business.

The applicable NAICS Code is 513210, and the applicable PSC is 7A20.

The anticipated contract will contain applicable cybersecurity, privacy, personnel security, and Section 508 requirements.

ANTICIPATED SOLICITATION

The Government anticipates issuing the solicitation electronically through SAM.gov Contract Opportunities on or about October 16, 2026, assuming this notice is published October 1st, 2026.

The solicitation will contain the complete requirements, Performance Work Statement (PWS), instructions to offerors, evaluation criteria, applicable provisions and clauses, and proposal submission requirements.

No paper copies of the solicitation are anticipated to be issued.

Interested parties are responsible for monitoring SAM.gov for the solicitation and any amendments, notices, or other information related to this procurement.

VI. RESPONSE TO THIS NOTICE

No proposals, quotations, or pricing information are requested in response to this pre-solicitation notice.

The Government will not evaluate or make an award based upon submissions received in response to this notice. Offerors will be provided instructions for submission of proposals when the formal solicitation is issued.

Questions regarding this pre-solicitation notice may be submitted in writing to:

Louis Brown III, Contract Specialist

louis.c.browniii@irs.gov

Tanya Burnett, Contracting Officer

tanya.r.burnett@irs.gov

Questions concerning the requirements or solicitation should be submitted in accordance with the procedures and deadlines established in the forthcoming solicitation.

VII. DISCLAIMER

This pre-solicitation notice does not constitute a Request for Proposal (RFP), Request for Quotation (RFQ), Invitation for Bid (IFB), or other solicitation.

The Government is not requesting proposals or quotations at this time, and responses to this notice will not constitute offers that may be accepted by the Government to form a binding contract.

This notice does not commit the Government to issue a solicitation, make an award, or reimburse any party for costs incurred in connection with this notice. The Government reserves the right to modify, postpone, or cancel the anticipated solicitation at any time.