Five Forums Included Events In Chicago, New Orleans, New York, Orlando and San Diego
(UCBJ) – Nearly 13,000 tax professionals attended the Internal Revenue Service’s five 2026 Tax Forums, which wrapped up last week in San Diego.
The forums provided tax professionals with workshops, seminars and one-on-one assistance with taxpayer cases.
“The tax forums provide a great opportunity for the IRS to hear feedback from tax professionals and for the IRS to provide presentations on emerging tax policies,” said IRS Chief Executive Officer Frank J. Bisignano. “The two-way communications at the tax forums give all stakeholders a professional space to share critical insights about how tax law operates in practical, real-world situations. Year after year, the tax forums prove their value as a tool to enhance tax administration.”
In addition to San Diego, this year’s forums were held in Chicago, New Orleans, New York and Orlando.
Each forum included a Case Resolution Room where the Taxpayer Advocate Service and IRS worked with tax professionals on complex taxpayer cases. A total of 1,165 cases were resolved during the five events.
The Digital Account Services Room also provided assistance with e-services, Preparer Identification Numbers (PTIN) and identity authentication support. A total of 1,635 tax professionals received assistance through the room.
Seminar and workshop topics included artificial intelligence, digital assets information reporting, managing IRS collection cases and navigating IRS audits.
Multiple sessions also covered provisions in the Working Families Tax Cuts, including no tax on tips and no tax on overtime, as well as what tax professionals can expect during the upcoming 2027 filing season.
Felicia Jester, a tax professional from Atlanta, Georgia, and owner of Mastermind Taxes, said the event provided valuable information and assistance.
“the IRS and tax professional speakers and presenters were extremely knowledgeable and engaging. You can genuinely tell that the presenters care about getting accurate and useful information out to tax professionals. I also really appreciated the Q&A portions of the sessions and the Stakeholder Liaison and Case Resolution tables.”
Jester also said she received assistance with an actual client case while attending the forum.
“I personally visited the Stakeholder Liaison table for assistance with an actual client case, and they were extremely helpful in pointing me in the right direction. Being able to take what I learned at the Forum and immediately apply it to help a client made the experience even more valuable. I’m already looking forward to attending again in 2027,” she added.
The event also featured an Expo Hall with IRS engagement tables and an IRS Zone where tax professionals could connect directly with IRS subject matter experts, ask questions and access IRS resources and services.
Associate partners participating in the forums included the American Bar Association, the American Institute of Certified Public Accountants, Low Income Taxpayer Clinics, the National Association of Enrolled Agents, the National Association of Tax Professionals, the National Society of Accountants, the National Society of Tax Professionals and the Volunteer Income Tax Assistance Program.
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