Episode #009 Beyond Compliance: Transforming the Tax Practice for the AI Era

AI, changing client expectations, and talent challenges are reshaping what a modern tax practice looks like. In this episode of Beyond the Bottom Line, MACPA CEO Rebekah Olson, CPA, sits down with Brandon Allfrey of CPA.com to explore why true tax transformation goes far beyond adopting new technology. Drawing from CPA.com’s Tax Transformation framework, they discuss why meaningful change begins with leadership and requires firms to rethink strategy, people, operations, technology, and business models together. Brandon also shares how AI can create capacity for higher-value advisory work, strengthen client relationships, and help firms build more sustainable practices and meaningful careers for the future.