New resources and frameworks foster a tech-enabled methodology centered around planning and advisory
NEW YORK (June 8, 2026) — CPA.com, the trusted partner in accounting and finance transformation, introduced new resources and initiatives as part of its ongoing effort to help accounting firms move beyond compliance-first tax operations and build more AI-enabled, advisory-driven practices. As firms face growing client expectations, mounting talent challenges and rapid advances in automation and AI, CPA.com is taking an active role in equipping tax leaders with the clarity, tools and community needed to navigate this shift with confidence.
“The tax practice is at an inflection point, and firms that are thriving aren't just adopting new technology — they're fundamentally rethinking what their practice can be," said Brandon Allfrey, Senior Director, Tax Transformation, CPA.com. "The firms that approach this strategically are unlocking new ways to serve clients, grow revenue and attract the next generation of talent — and CPA.com is committed to helping them get there."
To support this effort, CPA.com has introduced three new initiatives:
- Tax Transformation Framework: A paper highlighting the five drivers of tax transformation helping tax partners and practice leaders evolve from reactive, compliance-focused operations into proactive, AI-enabled advisory organizations — spanning strategic leadership, talent and culture, technology and AI integration, service and pricing models and operational excellence.
- State of Tax Transformation 2026 Survey: A benchmarking survey capturing firm insights on tax operations, technology adoption, talent development, advisory growth and barriers impacting transformation efforts. The survey is open to tax practitioners and firm leaders in the U.S., regardless of firm size. Survey responses will be accepted through July 21, 2026.
- Firm Tax Working Group: A collaborative forum bringing together firm leaders and practitioners to share insights, identify emerging trends and help shape future guidance and resources around tax transformation.
Together, these initiatives reflect CPA.com's broader belief that firms who successfully modernize tax operations will be better positioned to scale, retain talent, and deliver greater strategic value to clients.
For more information, please visit the CPA.com Tax Transformation page.
About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.
