Sales Tax Audit and Recovery Services

Issue Date: June 16th, 2026

Question Submittal Date: June 24th, 2026

Proposal Submittal Date: July 14th, 2026

Interviews: August 6th, 2026

The government authority in Orange, California seeks a qualified vendor to provide sales tax audit and recovery services. The selected consultant will conduct initial and ongoing reviews of transaction and use tax records to identify and rectify errors in collection, allocation, or distribution, ultimately increasing previously unrealized tax revenue for the agency.

Key responsibilities include computerizing data from transaction tax distribution reports for the past eight quarters, the current quarter, and future quarters, as well as developing a target list of potential reporting errors among businesses generating transaction and use taxes. The consultant will contact relevant personnel within these businesses to determine if reporting errors exist, research issues, and prepare the required documentation to address and correct errors related to tax allocation or processing.

Additional duties involve meeting with designated district officials to align on objectives, workplan schedule, public relations, and logistics; processing quarterly tax distribution reports; identifying accounts receiving deficiency assessments; and reviewing the annual agency administering fee proposal to ensure compliance with relevant legislation. The contract term will be five years.