Strategic Operating Plan Initiative Help Taxpayers understand and claim appropriate credits and deductions

The Internal Revenue Service seeks capability statements and responses to support its Strategic Operating Plan Initiative 1.9 to help taxpayers understand and claim appropriate tax credits and deductions. Areas of focus include barrier analysis to identify obstacles preventing credit claims, impact assessment and experimental design to measure outreach programs, and use of external data sources to assess underclaim rates. Responses are requested in categories of barrier analysis, impact measurement, and use of external data. The RFI outlines eligibility requirements for targeted refundable credits, non-refundable credits, and deductions impacting various groups. Capability statements and responses must be submitted by December 10, 2023 to the specified contracting and procurement points of contact.

There is no set-aside designation. The solicitation involves analysis, research, and advisory services pertaining to tax policy and administration. The IRS seeks qualified vendors to submit capability statements with relevant expertise, but does not indicate potential incumbents, budget ranges, or timelines for services. The objective appears to inform future procurement of technical assistance to maximize eligible individuals' and businesses' participation in tax credits and deductions.