Why Tax Advice Is Changing (and What Comes Next)

Описание: CPA firms are changing fast and clients are feeling it. In this crossover episode with Heidi Henderson from the Slash Tax Podcast, we break down what CPA firm benchmarking data shows about the future of tax advice: advisory growth, AI and technology adoption, staffing constraints, pricing model shifts, private equity activity and offshoring.

If you’re a firm leader trying to plan ahead, or a business owner wondering why tax service feels different, this conversation connects the data to the real-world implications.

Timestamps:
00:00 Welcome + why this conversation matters
01:52 What IPA is and what the data covers
03:30 What’s changed in the last 5–7 years (PE, staffing, succession)
06:22 Advisory services growth (what the numbers say)
08:22 Specialization + niches (why it’s becoming more important)
11:47 Why this isn’t “just cyclical” anymore (technology + AI)
15:47 Partner age trends + accounting graduate declines
17:58 Billable hours, leverage, and the shift away from hourly billing
20:18 Partner billable rates vs. inflation
23:24 M&A activity + why it feels louder than before
25:42 Early signals on private equity impact (what we can and can’t see yet)
29:46 Succession planning realities + making partnership paths transparent
32:19 What trends feel locked in (advisory + pricing models)
33:50 Offshoring metrics + what “doing it well” looks like
36:27 The profession’s inflection point + what happens next
39:53 Closing takeaways + where to learn more

Explore IPA benchmarking: www.insidepublicaccounting.com
More from Heidi: https://slashtax.transistor.fm/
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Publish Date: 2/17/26