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Annual Financial Statement Audit, 401(k) Audit, and Tax Return Preparation Services

Buyer
FLORIDA TOURISM INDUSTRY MARKETING CORPORATION d/b/a VISIT FLORIDA
Place of performance
Offsite; Florida office; in-person presentations in Kissimmee, FL
Submission deadline
Dec 18, 2026

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What the buyer needs

AI summary

VISIT FLORIDA seeks proposals from qualified United States CPA firms to provide annual financial statement audit, 401(k) audit, and tax return preparation services. The selected firm will prepare documents using management-provided records and submit them for management review and approval, while the contract spans three years starting in fiscal year 2026-2027 with a two-year extension option. Eligible firms must be able to provide all requested services and have experience performing state single audits within the last five years. Interested parties may submit written questions to [email protected] until 5 PM EST on November 20, 2026, and must submit electronic PDF proposals of no more than 15 pages. VISIT FLORIDA will evaluate written proposals based on criteria including firm overview and experience (30%), pricing information and value (25%), and quality of reference feedback (15%). The agency will invite the top two or three firms to present in Kissimmee, Florida, before negotiating a contract.

Scope of work

  • Annual audit of VISIT FLORIDA's financial statements under State and Federal single audit acts
  • Preparation of VISIT FLORIDA's financial statements and related notes
  • Annual ERISA Section 103(a)(3)(C) audit of VISIT FLORIDA's 401(k) Retirement Plan financial statements
  • Preparation of 401(k) Retirement Plan financial statements and related notes
  • Prepare and file annual Federal and Florida income tax returns (Form 990, 990T, F-1120)
  • Present audited financial statements and annual tax returns to the Audit Committee
  • Provide proactive and reactive guidance to management on relevant matters during the fiscal year

How proposals are evaluated

CriterionWeight / scoring
Firm Overview and Experience30%
Firm Capabilities30%
Pricing Information and Value25%
Quality of Reference Feedback15%

Minimum qualifications

  • Qualified CPA firm
  • A Florida presence including a physical office located within the State where account staff will be based
  • Ability to provide all services outlined in this RFP
  • Experience performing state single audits within the last 5 years
  • Use a secure cloud-based client collaboration platform to centralize PBC lists
  • Auditors must meet continuing professional education requirements of the Florida Board of Accountancy

Documents to include with your response

  • Authorization Letter and Signature
  • Table of Contents
  • Executive Summary
  • Firm Overview (including at least three current client references)
  • Firm Capabilities (including resumes for partner, manager, and in-charge accountant)
  • Most recent single audit-inclusive peer review report, letter of comments, and response
  • Pricing (annual fee proposal for a three-year period)

How to submit

Method
Electronic via Box
Instructions
Submit as a PDF file, maximum 15 pages, via Box upload link. Include an email address and firm name in the comment box. If submitting confidential information, submit two versions: a clean copy and a redacted copy.
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