2026 State of Tax Professionals Report

Based on a survey of 600 tax, audit, and accounting professionals worldwide, this report gives you an unfiltered look at where the profession stands, and where it's headed.

Here's a preview of what you'll find inside:

• AI is the No. 1 investment priority for 57% of tax firms — up from just 35% two years ago
• Profit margins averaged 30% across the industry, with small firms leading at 41%
• A reported 74% of clients want a trusted advisor, not just a tax preparer — and firms are responding
• Half (50%) of professionals say low-value work is the single biggest barrier to profitability
• Most (65%) of firms expect revenues to grow in the coming year

The firms pulling ahead aren't doing it by accident. They're making smarter decisions about technology, pricing, talent, and the services they offer.

This report shows you exactly how they're doing it.

Download your copy below.