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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

North American Roadshow

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

Team

Meet the team and speakers behind the roadshow — your guides for the day

Patrick Payne
Patrick Payne

TaxDome Payments Director

David Haase
David Haase

CPA and Firm Owner of Golden State Accounting & Founder of Juno

Gabriel Lorenzo
Gabriel Lorenzo

Customer Success Account Manager

Alejandra Huaracaya
Alejandra Huaracaya

Customer Onboarding Manager

Lorena Guerrero
Lorena Guerrero

Events Manager

Why 10,000+ tax, accounting, and bookkeeping firms trust TaxDome

<strong>Andrew Payne,</strong> Senior Compliance Specialist, Foundation Group, 50+ staff serving 3,000+ clients

Andrew Payne, Senior Compliance Specialist, Foundation Group, 50+ staff serving 3,000+ clients

“TaxDome has greatly enhanced our daily operations as a company. We’ve been able to reduce a lot of manual, tedious input that we had to do [with] prior systems.”
<strong>John Siebert,</strong> CPA and owner of Siebert & Associates, 1,000+ clients, 10 team members

John Siebert, CPA and owner of Siebert & Associates, 1,000+ clients, 10 team members

“The buy-in from the client base, the response from the clients have been overwhelmingly positive. We aren’t working 80-hour weeks anymore. Tax season is now manageable.”
MF

Michael Flax, CPA, MBA, Founder & President, Flax CPA & Business Solutions

“TaxDome’s Bookkeeping Hub has been a game changer for our firm and our clients. It’s saved us over $10,000 a year by replacing another software we used for the same purpose. For our clients, everything now happens inside TaxDome instead of jumping to another tool to answer questions about transactions.”
<strong>Lisa Sheldon,</strong> founder of Blueridge Tax Accounting, 100+ clients, 5 team members

Lisa Sheldon, founder of Blueridge Tax Accounting, 100+ clients, 5 team members

“You’re making things so easy for me and my team… it’s hard to justify an extra team member, even though I’m growing rapidly. It’s not replacing labor; it’s just letting accountants do accounting work — the software does the things that we don’t want to do.”

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!

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