What is the Tax Transformation Survey?
We're launching the State of Tax Transformation 2026, the first profession-wide benchmark for understanding how CPA firms are navigating the shift from compliance-led to advisory-led tax services. We'd love for you to be part of it when the survey opens.
The tax community is like no other. Your insights will help peers learn, improve, and strengthen the profession together and build the kind of honest, data-driven picture that none of us can create alone.
The survey benchmarks areas such as:
- Compliance and advisory services mix
- Staffing, roles, and talent strategies
- Technology and AI adoption
- Tax advisory offerings and pricing models
- Workflow maturity and transformation outcomes
Who should participate?
This survey is designed for decision-makers with visibility into the tax practice as a whole — not just an individual team or workflow.
01
Tax Partners
Practice leaders with visibility into service delivery, staffing decisions, and client mix across the firm.
02
Managing Partners
Firm leaders shaping investment priorities, competitive positioning, and long-term growth strategy.
03
Directors of Tax
Operational leaders overseeing workflow design, technology adoption, and team structure.
04
Transformation Leaders
Innovation and operations leaders driving change across technology, process, and talent development.