ENG26LL04. Pulse check: Tax Season Survival, IRS and the Road Ahead

Tax season is in the rearview mirror — but we're not done talking about it. Join the AICPA's VPs of Tax Policy & Advocacy and Tax & Advisory Services for a lively, member-driven lunch conversation that covers it all: how the filing season really went for firms like yours, the highs and the headaches, what's happening with the IRS, and where the profession is headed. We'll share the latest AICPA member survey data on IRS service levels, then turn it over to you — live polling, open discussion, and real practitioner voices. We'll also dig into how firms are starting to use generative AI and expand into tax and planning advisory services. Come ready to share, react, and help shape what the AICPA does next to support you.

Learning Objectives:

• Summarize key findings from the AICPA's most recent IRS member survey, including trends in service levels and practitioner concerns.
• Reflect on their own tax season experience — wins, pain points, and firm-level challenges — and compare insights with peers through live polling.
• Identify specific resources and support they need from the AICPA to navigate IRS challenges, leverage new technology, and grow their practices.