When is the submission deadline?

Submissions are due November 13, 2026. Questions must be submitted by November 6, 2026.

What is the budget for this RFP?

Settle estimates the budget at $50,000 – $150,000. The issuer has not published an official figure.

It was issued by County of San Mateo. The work is located in California, United States.

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Certified Public Accountancy Services for Public Guardian and Public Administrator Programs

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Overview

Financial, Legal, HR & Staffing

California, United StatesPosted: October 16, 2026Deadline: November 13, 2026

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SUMMARY

The County of San Mateo is seeking a qualified Certified Public Accountant (CPA) firm to provide tax compliance, tax return preparation, filing support, and related tax consultation services for its Public Administrator and Public Guardian programs.

KEY REQUIREMENTS

Must be a qualified Certified Public Accountant (CPA) firm
Lead tax professional must hold an active California CPA license in good standing, or demonstrate that an active California-licensed CPA will supervise and sign off on all work
Must have provided tax preparation and compliance services for at least four of the last seven years involving individual, fiduciary, trust, estate, decedent, conservatorship, guardianship, or probate matters
Must have active registration in the System for Award Management (SAM.gov)
Must have the capability to securely receive, store, transmit, and dispose of taxpayer information
Must maintain internal quality-control processes for tax return review

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

12 months

TIMELINE

RFP Released: October 16, 2026

Pre-Proposal Meeting: October 30, 2026, 2:00pm

Deadline for Questions and Comments: November 6, 2026, 12:00am

Proposal Due Date and Time: November 13, 2026, 12:00am

Anticipated Contract Award Date: January 1, 2027

QUESTION DEADLINE

November 6, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

County of San Mateo

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DESCRIPTION

The County of San Mateo requires a qualified CPA firm to provide tax-related services for conserved persons, decedents' estates, trusts, and other entities under the jurisdiction of the Public Administrator and Public Guardian programs. Services include gathering and reviewing financial records, preparing federal and state income tax returns, identifying filing requirements, and providing tax research and advisory services. The contract term is one year, with up to five years possible based on performance. Services are performed upon County referral or written authorization.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 13, 2026. Questions must be submitted by November 6, 2026.
What is the budget for this RFP?: Settle estimates the budget at $50,000 – $150,000. The issuer has not published an official figure.
Who issued this RFP?: It was issued by County of San Mateo. The work is located in California, United States.

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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