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

Your firm’s perspective shapes the picture for the whole profession

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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.