Certified Public Accountancy Services for Public Guardian and Public Administrator Programs in San Mateo County

The County of San Mateo is seeking a qualified CPA firm to provide comprehensive tax‑compliance and tax‑return preparation services for its Public Guardian and Public Administrator programs. The contractor will handle intake, case assessment, tax research, preparation of individual, fiduciary, trust, estate and specialized returns, filing, extensions, electronic payments, and ongoing advisory support. Services are performed on a case‑by‑case basis with no guaranteed minimum volume, and the firm must maintain strict confidentiality, quality‑control, and reporting standards throughout the contract term. The agreement is initially for one year with the possibility of renewal up to five years based on performance. • Scope includes federal and California individual, fiduciary, trust, estate, and specialized tax returns. • Responsibilities: case intake, assessment, documentation management, tax research, basis valuation, filing, extensions, electronic payment facilitation, and response to tax authority notices. • Mandatory deliverables: weekly status reports, quarterly/annual aggregate reports, and at‑least‑annual training for County staff. • Performance metrics: ≥95% on‑time assessments, 100% filing compliance, ≥95% e‑file acceptance, ≤5% draft errors. • Contract term: 1 year (renewable up to 5 years). • No minimum number of assignments; compensation based on actual work performed.