BLOOMBERG CORPORATE/INCOME TAX SOFTWARE, MIDDLEWARE, SUPPORT, AND TRAINING

Combined Request for Information (RFI) and Sources Sought Notice for Tax Software Products to aid the Internal Revenue Service (IRS) with Individual and Corporate Tax Audits

This is a combined Request for Information (RFI), and Sources Sought Notice issued by the Internal Revenue Service. The purpose of this notice is to conduct market research to identify potential sources and gather information on industry capabilities to fulfill a requirement for tax software products inclusive of associated training and support as outlined in the attached DRAFT Performance Work Statement (PWS). The intent of this combined notice is twofold:

1. To gather information on market capabilities, pricing, delivery, and other relevant data to assist in the development of an acquisition strategy.
2. To identify potential sources, including small businesses, capable of meeting the requirements.

Currently, the IRS Large Business and International (LB&I) appeals business unit uses Bloomberg Tax software products - specifically Corporate Tax Analyzer (CTA) Income Tax Planner (ITP), and IMS Middleware (IMS M) software to complete Individual and Corporate Tax Audits in coordination and integration with several IRS tax systems. The products assist with working cases more efficiently and effectively, increasing taxpayer engagement, leveraging technology and data to resolve casework, and improving taxpayer communication/collaboration.

If your organization has the potential capacity to perform this contract requirement, please provide the following information in response to this notice:

• Company name, address, and point of contact information.
• Description of capabilities and experience relevant to the requirement.
• Description of abilities to integrate with existing IRS systems.
• Estimated pricing information, if applicable.
• Estimated # of full time equivalents (FTEs) to meet the requirement
• Indicate if your company is a SB, SDB, 8(a), HUBZone, woman-owned, veteran-owned, or SDVOSB.
• Indicate any existing contract vehicles (e.g., GSA Schedule, GWAC) that your company holds.

Responses must be submitted electronically to the following by 10/24/2025, 5:00 PM ET. Late submissions may not be considered.

• Louis Brown, Contract Specialist: louis.c.browniii@irs.gov
• Daniel Rapoport, Contracting Officer: daniel.s.rapoport@irs.gov

This notice is issued solely for information and planning purposes and does not constitute a solicitation or a promise to issue a solicitation in the future. Responses are voluntary. The government assumes no financial responsibility for any costs incurred. The government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Respondents are advised that the government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted.