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IRS Selects TaxWise for 10,000 Government-supported Tax Assistance Sites

Monday, December 21, 2009   (0 Comments)
Posted by: Boomer Consulting, Inc.
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The Internal Revenue Service (IRS) has selected TaxWise® from CCH Small Firm Services (SFS) as the software used by IRS employees and volunteers to prepare and electronically file tax returns for millions of low-income, elderly and limited-English proficient taxpayers.
This marks the 15th consecutive year that TaxWise® has won this prestigious contract.
TaxWiseand its web-based version TaxWise Online were selected following an open, two-year competition involving several software publishers. The five-year contract award (one year with four one-year renewal options) covers approximately 10,000 IRS-supported Volunteer Income Tax Assistance (VITA) and Tax Counselors for the Elderly (TCE) locations as well as IRS-operated Taxpayer Assistance Centers (TAC). TaxWise is also provided to IRS employees for preparation and e-filing of their personal tax returns.
All together, more than three million federal and two million state returns were prepared and filed in 2009 under the IRS contract.
In awarding the contract, the IRS said that both TaxWise and TaxWise Online "provide strong security requirements to protect taxpayer data and interview based completion, bridging traditional preparer and individual based software.”
"We’re pleased that the IRS has once again selected TaxWise as the tax preparation and e-filing software that will be used to help millions of Americans prepare and file their tax returns,” said SFS President Jeff Gramlich. "Fulfilling the stringent demands of the IRS contract has helped to make TaxWise an industry leader in usability, training, customer assistance and bilingual support.”
TaxWise is the only professional tax preparation program to offer more than 50 popular IRS forms as well as context-sensitive help and Customer and Technical Support in both Spanish and English. TaxWise Online is particularly popular at overseas military bases and for use on our ships at sea.
Under the new contract, SFS will provide web-based training to many of the IRS volunteers and employees, including lessons on installing and running the software and preparing tax returns.
All of the popular features of TaxWise, such as TaxWise University, audio and visual help features, ad hoc reports and customer support, are continued in the new contract.
About CCH Small Firm Services
CCH Small Firm Services (SFS), a Wolters Kluwer business, is a provider of tax and accounting software solutions, research products and training to 45,000 small professional firms throughout the United States and Puerto Rico. SFS offers both the ATX™ and TaxWise® product lines.  SFS also provides tax software to the Internal Revenue Service for use at volunteer tax assistance sites.  SFS, formed in 2006 following the acquisitions of TaxWise and ATX by Wolters Kluwer, is part of Wolters Kluwer Tax and Accounting.  For more information, visit
About Wolters Kluwer
Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal, and regulatory sectors. Wolters Kluwer had 2008 annual revenues of €3.4 billion, employs approximately 20,000 people worldwide, and maintains operations in over 35 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Visit for information about our market positions, customers, brands, and organization.

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