TaxDome is on the road — join us in Los Angeles
Featuring expert speakers, customer success stories, and practical strategies.
Thursday, August 13, 2026, 9:30 AM – 3:00 PM PDT.
Courtyard by Marriott Los Angeles Monterey Park | Crystal A Room. 555 N Atlantic Blvd, Monterey Park, CA 91754.
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From strategy to execution — the roadshow agenda
9:30 – 10:00 AM | Kick off the day with coffee and connections, meet the TaxDome team and fellow firm owners
10:00 – 10:15 AM | Discover what your firm is actually worth today with a quick, honest valuation exercise
10:15 – 11:00 AM | Learn the operational levers that drive firm valuation, whether you’re scaling, preparing for a partner transition, or planning an exit
11:00 – 11:15 AM | Refuel on a coffee break
11:15 AM – 12:00 PM | Join a panel discussion and hear how firm owners made specific moves inside TaxDome, what the results looked like, and what they wish they’d done sooner
12:00 – 12:15 PM | Get a first look at what’s coming next in TaxDome and how it builds on what you’re already running
12:15 – 12:45 PM | Enjoy a lunch break
12:45 – 1:30 PM | Walk through three high-impact changes: client experience, intake and delivery, and payments. See exactly what the numbers look like when you set them up
1:30 – 2:15 PM | Get direct answers from the TaxDome team in a live Q&A. Bring your setup, your questions, and your edge cases
2:15 – 2:30 PM | Refuel on a coffee break
2:30 – 3:00 PM | Wrap up the day with key takeaways, your action plan, and open networking
Meet the team and speakers behind the roadshow — your guides for the day
Patrick Payne
TaxDome Payments Director
David Haase
CPA and Firm Owner of Golden State Accounting & Founder of Juno
Gabriel Lorenzo
Customer Success Account Manager
Alejandra Huaracaya
Customer Onboarding Manager
Lorena Guerrero
Events Manager
Why 10,000+ tax, accounting, and bookkeeping firms trust TaxDome
See TaxDome live in Los Angeles on August 13
Experience TaxDome like never before — join us for expert speakers, customer success stories, and practical strategies in Los Angeles!
Andrew Payne, Senior Compliance Specialist, Foundation Group, 50+ staff serving 3,000+ clients
John Siebert, CPA and owner of Siebert & Associates, 1,000+ clients, 10 team members
Michael Flax, CPA, MBA, Founder & President, Flax CPA & Business Solutions
Lisa Sheldon, founder of Blueridge Tax Accounting, 100+ clients, 5 team members