The original documents
Deadline: November 13, 2026
See the original on procurement.opengov.com
Bidding it yourself? Get the full package and submit on OpenGov before November 13, 2026.
What they need
- Tax returnsPrepare and file federal and California individual, fiduciary, and trust returns, including prior-year returns, amendments, and extensions; estate and business returns as authorized.
- Included supportCase assessment, tax research, basis calculations, transaction tax analysis, tax notice responses, court-requested documentation, and document pickup and delivery.
- AdministrationSecure record handling, weekly tax-season status reports, electronic payment and refund assistance, and annual staff training.
- QualificationsActive California CPA oversight and at least four years of comparable tax experience within the past seven years.
- PricingProvide rates for simple and complex individual, business, fiduciary/trust, and estate returns; hourly rates for additional approved work and transcript assistance; and any hardship discount. Include required support in base fees.
- Term and volumeOne year, with potential continuation up to five years based on performance; no minimum workload guaranteed.
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XL Eagle