NIGP 94682: Tax Services (Including Tax Preparation, Advisory Services, etc.)

NIGP 94682 Tax Services (Including Tax Preparation, Advisory Services, Etc.), Item, encompasses a range of tax-advisory, compliance, and regulatory-support work that state and local governments currently procure to manage debt obligations, investment assets, unclaimed property, delinquent accounts, and federal tax-credit eligibility. Recent solicitations show governments buying arbitrage rebate calculations and bond-tax compliance services, delinquent-tax collection and title-examination support, unclaimed-property audits and recovery operations, municipal-advisor services for debt issuance, investment-tax-credit elective-pay filing support, and general financial audit and tax-preparation services. Issuing bodies span state departments (Washington Department of Revenue, California Department of Water Resources, Texas Department of Public Safety, Missouri Public Service Commission, Maryland State Lottery Commission), counties (Collier County Florida, Cuyahoga County Ohio, Fulton County Georgia, Bryan County Georgia, Salt Lake County Utah), municipalities (Salt Lake City, Newark New Jersey, Brownsville Texas, New Bedford Massachusetts, Wellesley Massachusetts, Everett Massachusetts), school districts and junior colleges (Klein ISD Texas, Wimberley ISD Texas, Paris Junior College Texas), and special-purpose districts (North Texas Municipal Water District). Repeat buyers include Salt Lake City and Salt Lake County, which have issued multiple competitive solicitations for investment advisory, arbitrage compliance, and municipal-advisor services within the past four months, signaling sustained procurement activity around complex municipal finance.

Geographic activity concentrates in Texas, Utah, Florida, and Massachusetts, with significant recent solicitation volume also from Georgia, Washington, Missouri, New Jersey, Ohio, and California. Representative recent opportunities include the Washington Department of Revenue's RFP for unclaimed-property auditing services across five counties (Franklin, Grant, Grays Harbor, Chelan, and Yakima), due June 5, 2026, seeking firms to conduct general-ledger audits, securities audits, and self-audit assistance with compensation structured at ten percent of property value delivered; Salt Lake City's RFP for arbitrage compliance computation services (due May 11, 2026) supporting IRS Form 8038-T preparation and bond-yield calculations for a portfolio of outstanding debt at maximum contract value of $75,000; Fulton County Georgia's RFP for delinquent-tax sales preparation services (due June 11, 2026) requiring title examinations and abstracts covering a fifty-year period with MBE and FBE subcontracting participation targets of 16.83 percent and 3.41 percent respectively; and the Town of Wellesley Massachusetts's RFP for tax-advisory services supporting federal Investment Tax Credit elective-pay filings for three municipal solar installations (due May 28, 2026), with pricing structured as a percentage of elective pay received by the town.