Sources Sought Notice Tax Software Acquisition and Support

The Internal Revenue Service (IRS), Large Business & International (LB&I) Division, is conducting market research to identify qualified vendors capable of providing Commercial Off-The-Shelf (COTS) tax software products, associated middleware, technical support services, software maintenance, integration support, and training services in support of IRS operations.

This Sources Sought Notice is issued solely for information and planning purposes and does not constitute a solicitation. Responses to this notice will assist the Government in determining the availability and capability of qualified contractors and appropriate acquisition strategies.

The Government does not intend to award a contract based on responses to this notice. No reimbursement will be made for any costs associated with providing information in response to this notice.

The IRS requires continued access to commercial tax software products and related technical services to support complex tax computations, tax planning, compliance activities, enforcement operations, and integration with IRS systems.

The Contractor shall provide software licensing, maintenance, technical support, middleware integration support, training, cybersecurity compliance support, and operational continuity services for LB&I and Appeals users.

The Government anticipates a requirement for up to 3,500 software licenses along with associated technical support services.

The anticipated period of performance includes a one-year base period and four one-year option periods extending through March 31, 2032.

The Internal Revenue Service (IRS) is conducting this Sources Sought to identify small business contractors who possess the capabilities to provide services as specified above to determine their availability, capability, and adequacy. If your firm may be interested in this requirement, is a qualified small business for the NAICS code 513210 - Software Publishers, and has performed similar projects, we request the information shown below. An organization that is not considered a small business under the appliable NAICS code should not submit a response to this notice.

As permitted by FAR Part 10, this is a market research tool being utilized for informational and planning purposes. Your responses will assist the Government in the development of its acquisition strategy for a possible Request for Quote (RFQ), to be issued as a later date, and in determining whether any type of small business set-aside is possible for this procurement or whether full and open competitive procedures should be utilized. If full and open competition is ultimately pursued, responses to this synopsis will be used to aid in establishing small business subcontracting goals.

This notice shall not be construed as an RFQ or RFP, or as any commitment or obligation on the part of the Government to issue a solicitation. The Government does not intend to award a contract on the basis of this request, so proposals/quotes will not be considered. No reimbursement will be made for any costs associated with providing information in response to this synopsis or any follow-up information requests.

Response is strictly voluntary - it is not mandatory to submit a response to this notice to participate in any formal RFQ process that may take place in the future. However, it should be noted that information gathered through this notice may significantly influence our acquisition strategy. All interested parties will be required to respond separately to any solicitations posted as a result of this sources sought notice.

Submission Instructions: Responses via email are due by Friday, May 29, 2026 at 3:00 pm EST to Courtney Alston at email address Courtney.K.Alston@irs.gov and James Tryniak at email address James.M.Tryniak@irs.gov. Responses must include the information requested below. Capability Responses greater than ten double-sided pages (including all attachments) will not be considered. Late responses will not be accepted. This is strictly market research. The Government will accept questions pertaining to the attached draft Performance Work Statement (PWS), Attachment 1. If submitting questions pertaining to the PWS, use Attachment 2 - Comments and Questions Matrix to submit questions. The questions will not be counted against the Capability Responses page limitation. However, the questions and comments submitted will be used based on the Government’s discretion. Due to the acquisition timeline, the Government may not respond to the Respondents’ questions.

Respondents will not be notified of the results of the evaluation. We appreciate your interest and thank you in advance for responding to the Sources Sought Notice.

Qualified firms shall submit a statement of interest on company letterhead demonstrating the firm’s qualifications to perform the defined work. Responses must be complete and sufficiently detailed to address the specific information. The documentation shall address, at a minimum, the following:

Acquisition Strategy Questions:

1. Name of the firm, point of contact, phone number, email address, UEI number (as registered in the Systems for Award Management (SAM) http://www.sam.gov/), CAGE code, small business status/designation (including small business type(s)/certifications(s) such as SDB, 8(a), HUBZone, SDVOSB, WOSB, etc.) for NAICS code 513210.

2. Identify whether your firm is interested in competing for this requirement as a prime contractor?

Identify subcontracting, joint ventures or teaming arrangement that will be pursued, if any.

3. Identify what percentage of work will be performed by the small business prime contractor and all similarly situated entity subcontractors.

4. Identify type(s)/certification(s) such as SDB, 8(a), HUBZone, SDVOSB, WOSB, etc., of the proposed subcontractors.

5. List any GSA Schedule or other Federal Contracts the firm has that is appropriate to support this requirement.

mailto:Courtney.K.Alston@irs.gov mailto:James.M.Tryniak@irs.gov http://www.sam.gov/

Capability Questions:

1. Capability Overview Please describe your company’s core capabilities and how they align with the requirements for the acquisition, integration, maintenance, and support of Commercial Off-The-Shelf (COTS) tax software products, including associated middleware and technical services.

2. Relevant Experience & Past Performance Provide examples of recent (within the last 3–5 years) projects involving COTS tax software or similar enterprise applications. Include scope of work, integration efforts, complexity, contract value, period of performance, and support services provided.

3. Technical Expertise & Integration Capabilities Describe your company’s technical expertise, including experience with COTS software integration, middleware solutions, APIs, and the qualifications of key personnel supporting these efforts.

4. Operations, Maintenance & Support Capacity Explain your approach to maintaining COTS tax software, patch management, version upgrades, and ensuring compliance with changing tax laws.

Describe your ability to manage workload, available resources, and current capacity to provide ongoing maintenance, updates, and technical support (e.g., help desk, issue resolution) for mission-critical systems, including your ability to scale as needed.