TaxDome is on the road — join us in Orlando
Featuring expert speakers, customer success stories, and practical strategies.
Monday, August 31, 2026, 9:30 AM – 3:00 PM EDT.
Sheraton Vistana Resort Villas
Lake Buena Vista/Orlando, 8800 Vistana Centre Dr, Orlando, FL 32821
Industry leader trusted by 10,000+ firms
Winner Comprehensive Firm Workflow Solution
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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
Petar Iliev
Chief Revenue Officer
Chase Insogna
Director of Customer M&A
Olga Hurtado
Founder at NeatBooks
Brian Davis
CEO of One Stop CPA
Luis Joel Vazquez
Founder and Principal CPA of Luis Joel Vazquez CPA
Juan Santamaria
Senior Onboarding Manager
Natalia Garzon
Ecosystem Growth Lead
Why 10,000+ tax, accounting, and bookkeeping firms trust TaxDome
See TaxDome live in Orlando on August 31
Experience TaxDome like never before — join us for expert speakers, customer success stories, and practical strategies in Orlando!
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