Loren Data's SAM Daily™

fbodaily.com
SAMDAILY.US - ISSUE OF OCTOBER 03, 2026 SAM #9077
SOLICITATION NOTICE

70 -- Tax Software and Support

Notice Date
10/1/2026 5:11:08 PM
 
Notice Type
Presolicitation
 
NAICS
513210 —
 
Contracting Office
IT STRATEGY AND MODERNIZATION Washington DC 20224 USA
 
ZIP Code
20224
 
Solicitation Number
5000230074
 
Archive Date
10/16/2026
 
Point of Contact
Louis Brown III, Phone: 2406134419, Tanya R. Burnett, Phone: 2282135043
 
E-Mail Address
louis.c.browniii@irs.gov, tanya.r.burnett@irs.gov
(louis.c.browniii@irs.gov, tanya.r.burnett@irs.gov)
 
Small Business Set-Aside
NONE No Set aside used
 
Description
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.
 
Web Link
SAM.gov Permalink
(https://sam.gov/workspace/contract/opp/5fa8ceaca1db4f209c6b552b785d0120/view)
 
Place of Performance
Address: Lanham, MD 20706, USA
Zip Code: 20706
Country: USA
 
Record
SN07993236-F 20261003/261001230040 (samdaily.us)
 
Source
SAM.gov Link to This Notice
(may not be valid after Archive Date)

| FSG Index  |  This Issue's Index  |  Today's SAM Daily Index Page |
ECGrid: EDI VAN Interconnect ECGridOS: EDI Web Services Interconnect API Government Data Publications CBDDisk Subscribers
 Privacy Policy  Jenny in Wanderland!  © 1994-2026, Loren Data Corp.