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: Technical Approach Licensing, Middleware Integration & Support Capability Past Performance 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…