TaxRevolution 2026

What Your Firm Will Look Like a Year From Today

Chris Farrell, CEO & Co-founder of Liscio

Join our opening keynote for an inspiring look at firms that are transforming their practices through modern tools and best practices — making their firms more efficient, more profitable, and more aligned with the clients they serve.

File Intelligence: The Document Layer That Powers Every Modern Tax Firm

Chris Farrell, CEO — Liscio

The single most expensive bottleneck in a modern tax practice is not the tax software, the staffing model, or the client onboarding flow. It is the documents themselves.

In this session you'll:

• Define File Intelligence and identify its five core capabilities (read, understand, classify, extract, act)
• Evaluate how File Intelligence integrates with existing firm infrastructure including GruntWorx, Outlook, Gmail, SharePoint, OneDrive, and major tax software platforms
• Identify the operational opportunities unlocked when documents become machine-readable across the firm

The Firm of 2030: Stop Fixing the Work. Rebuild the Way Work Works.

Jody Padar, CPA — Co-founder, XcelLabs

AI didn't just make accounting faster. It broke the traditional firm model. This session connects the future vision of the Firm of 2030 with the reality inside firms today.

In this session you'll:

• Identify why traditional firm models are no longer sustainable and how AI is changing value, pricing, and delivery
• Recognize workflow inefficiencies including document management, manual processes, and review bottlenecks
• Describe how a modern tax workflow integrates automation, AI, and human judgment across each stage
• Apply a practical first step to improve workflow by testing and redesigning one return process

Value-Based Pricing and Engagements: The Future of Tax Practice

Jeremy Wells, EA, CPA, COO — Steadfast Accounting

This session explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements.

In this session you'll:

• Define value-based pricing and distinguish it from traditional hourly billing
• Apply value-pricing principles to package and position tax services for different client types
• Compare value-based pricing vs. hourly billing in terms of profitability, scalability, and client satisfaction
• Assess the readiness of a tax practice to transition to value-based pricing

Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners

Will Hamilton — VP & Founder of SmartPath at SmartVault

In this session, Will Hamilton, who has advised more than 1,800 firms across the U.S., walks through what successful practice transitions look like today.

In this session you'll:

• Explain the key factors that make buying or selling a tax practice successful versus unsuccessful
• Apply a structured framework to evaluate a practice acquisition or prepare a firm for sale
• Analyze the impact of systems on firm valuation and client retention post-transition
• Evaluate the drivers that influence valuation multiples and long-term practice value

From Tax Returns to Recurring Revenue: A 12-Week CFO Advisory Roadmap for Tax Pros

Adam Lean — Co-founder & VP of Strategy, The CFO Project

Adam Lean walks through a 12-week roadmap to add CFO Advisory as a recurring revenue stream to your tax practice — week by week, milestone by milestone.

In this session you'll:

• Describe the five milestones in a 12-week CFO Advisory launch
• Explain the monthly client rhythm that creates year-round recurring revenue alongside seasonal tax work
• Identify the first three places to find CFO Advisory clients in your existing tax book
• Evaluate the economics: $2,000/month retainer average — 5 clients = $120K in recurring revenue

Sales Tax Compliance Without the Chaos

Matt Grattan, SVP — Zamp

Sales tax used to be manageable. Then came South Dakota v. Wayfair. Matt Grattan walks through how the landscape has changed and what a modern compliance solution looks like.

In this session you'll:

• Identify the key provisions of South Dakota v. Wayfair and how economic nexus thresholds work
• Recognize common sales tax compliance gaps including nexus miscalculations and filing deadline failures
• Evaluate how firms can integrate a managed compliance solution into their service offering
• Apply a framework for identifying which clients are most at risk for sales tax exposure

Proactive Case Management: Building a Real-Time IRS Monitoring Workflow

Tom Wangaard, EA — TaxRock

Most tax professionals still operate reactively — responding to IRS notices after they arrive. This session introduces a proactive approach to stay ahead of IRS activity and improve client outcomes.

In this session you'll:

• Identify key IRS transcript indicators of compliance risk
• Apply a proactive monitoring workflow to manage client accounts year-round
• Recognize common IRS issues early and outline appropriate responses
• Evaluate how automation and AI tools can support ongoing case management