The 2026 Tax Transformation
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What is the Tax Transformation Survey?

The State of Tax Transformation 2026 Survey, created by CPA.com, collects data from tax practices nationwide to provide insights into how firms are restructuring and evolving their tax services in response to technology, talent, and client demand. They survey covers areas such as:

AI & automation

How firms are using AI for research, data gathering, prep, and review

Advisory services

Current advisory engagement levels and plans to expand

Workflow maturity

Levels of automation across the full tax workflow

Learning & development

Staff training investment in technology, data, and advisory skills

Pricing models

Pricing approaches for compliance and advisory services

Business model & vision

Current operating model and five-year strategic direction
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