CategoryIT & Technology
IRS Tax Forum
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About this event
IRS Nationwide Tax Forum — New Orleans, LA (August 4–6, 2026)
The IRS Nationwide Tax Forum is a multi-day professional tax education and networking conference hosted at a major hotel venue, bringing together tax professionals, practitioners, and industry organizations for continuing education, IRS-focused insights, and practical updates relevant to tax compliance and advisory work.
Event Overview (Venue, Dates, City/Country)
- Event name: IRS Nationwide Tax Forum
- Location / Venue: Hyatt Regency New Orleans, 601 Loyola Avenue, New Orleans, LA 70113
- City / Country: New Orleans, United States
- Dates: August 4–6, 2026
Event Type & What the Forum Is Best Known For
The IRS Nationwide Tax Forum is best categorized as a tax education and compliance-focused professional conference. Attendees typically come to hear IRS-related seminar content, earn continuing education, and stay current on technical developments that affect tax preparation, reporting, compliance operations, and client advisory. Because it is sponsored by the Internal Revenue Service (IRS), the event tends to attract a high concentration of tax-knowledge stakeholders rather than general business audiences.
1) Who Attends (Buyers / Attendees)
This forum is not positioned as a consumer tax event; it is designed for professionals who need accurate, timely, and practical tax guidance. While “buyers” can vary depending on product type (software, training, services, managed tax operations, professional tools, etc.), the most relevant attendee groups for targeting are typically:
Primary attendee categories
- Tax practitioners and CPAs: Individuals and firm personnel responsible for preparation, review, and filing.
- Tax managers and tax department leaders: Professionals overseeing compliance work, tax workflow, and internal governance.
- Enrolled Agents (EAs): Representatives focused on tax preparation, representation, and advisory services.
- Tax compliance and operations professionals: Staff who coordinate forms, documentation, deadlines, and audit readiness.
- Continuing education seekers: People attending specifically to fulfill professional education requirements.
- Industry organizations and supporting professional ecosystems: Entities associated with tax practice, credentials, professional development, and tax-related services.
Buyer-fit logic (how to think about “buyer” alignment)
For most B2B offerings around the tax industry (education providers, tax software ecosystems, compliance automation tools, professional services, payroll/advisory add-ons, and tax workflow platforms), the most valuable “buyer-fit” attendees are those with influence over:
- Annual tax planning and compliance delivery
- Professional training decisions
- Software/tool adoption and renewals
- Firm workflow and quality-control processes
- Vendor selection for tax operations support
2) Where the Show Is Happening + Attendee Geographic Origin
Venue: Hyatt Regency New Orleans, 601 Loyola Avenue, New Orleans, LA 70113.
Geographic origin (expected pattern): The IRS Nationwide Tax Forum model typically brings attendees from across the United States because tax compliance requirements and IRS updates are national in scope. For the New Orleans location specifically, the event would be expected to draw a stronger mix from:
- Local and regional attendees: Louisiana and nearby Gulf Coast states (and their professional networks)
- National attendees: Firms, practitioners, and corporate tax professionals traveling from multiple states to attend the IRS-oriented programming
In practical targeting terms, the strongest audience coverage generally includes both:
- Regional density: Southeast / Gulf region professionals who can travel efficiently
- National reach: Larger tax firms and corporate tax departments that coordinate training centrally or follow a multi-city forum attendance pattern
3) Audience Reach (Local / National / Global)
Reach type: National (primary) with strong regional presence.
This event is structured as a nationwide series (multiple cities and dates). Because tax rules, compliance needs, and IRS updates are broadly relevant throughout the United States, the forum tends to create a national professional draw. Global attendance is possible in limited cases, but the core audience is typically U.S.-based tax practitioners and organizations tied to U.S. tax compliance and IRS processes.
4) Sample Buyer Company Names (Buyers Only) + Websites
Below is a sample list of buyer-fit organizations commonly associated with tax preparation, accounting workflows, tax software ecosystems, professional tax training platforms, compliance tooling, payroll/tax adjacent services, and tax practice support. These examples are provided as starting points for building a targeted buyer list connected to this event’s attendee profile.
| Priority | Company | Website | Best Title to Target | Why This is a Good Buyer Fit |
|---|---|---|---|---|
| 1 | Intuit (TurboTax) | https://www.turbotax.intuit.com/ | Tax Product Manager / VP of Tax / Tax Industry Lead | Direct alignment with tax preparation workflows and professional tax-adjacent audiences; likely interested in education content and practitioner feedback loops. |
| 2 | Intuit (QuickBooks) | https://quickbooks.intuit.com/ | Industry Solutions Manager (Tax/Accounting) / Product Marketing Manager | Strong fit because many forum attendees manage client accounting and tax processes that interface with bookkeeping and tax-ready reporting. |
| 3 | Thomson Reuters | https://www.thomsonreuters.com/ | Director, Tax & Accounting Solutions / Product Marketing Manager | Known for tax research and professional workflow tools; a natural partner for IRS-focused continuing education audiences. |
| 4 | Wolters Kluwer (CCH / Tax) | https://www.wolterskluwer.com/ | Tax Solutions Marketing Director / Director of Product Strategy | Aligns with tax research and compliance support; valuable to connect with practitioners seeking IRS updates and guidance. |
| 5 | ProSystem fx (CCH Axcess ecosystem via Wolters Kluwer) | https://www.wolterskluwer.com/ | Account Executive (Tax Technology) / Channel Sales Manager | Perfect match for firms evaluating tax workflow tools and systems that support compliance cycles. |
| 6 | Drake Software | https://www.drakesoftware.com/ | VP Sales / Tax Product Director | Direct fit with tax prep software for practitioners and small-to-mid firm audiences that attend tax education events. |
| 7 | TaxAct | https://www.taxact.com/ | Tax Partnerships Manager / Product Marketing Manager | Strong alignment with tax filing and education needs; good for connecting with professional tax decision-makers. |
| 8 | Surgent (Tax Education / Training) | https://www.surgent.com/ | Director of Education / Training Sales Manager | Education-focused buyers align tightly with a continuing education audience and IRS-relevant seminar demand. |
| 9 | National Society of Accountants (NSA) / similar accounting associations | https://www.nsacct.org/ | Membership & Programs Director / Director of Continuing Education | Professional association leadership is typically interested in IRS-aligned content and member value-building. |
| 10 | AICPA (American Institute of CPAs) | https://www.aicpa-cima.com/ | Director, Tax Policy & Education / Senior Manager, Member Programs | Strong strategic alignment with tax education and policy audiences; connects well with attendee motivations. |
| 11 | Payroll service provider (e.g., ADP) | https://www.adp.com/ | Tax & Compliance Product Manager / Payroll Tax Solutions Lead | Payroll and employer tax workflows frequently overlap with compliance and IRS update needs for businesses. |
| 12 | Paychex | https://www.paychex.com/ | Director, Tax & Compliance / Product Marketing Lead | Targets compliance-adjacent decision-makers; good for connecting with business tax operations stakeholders. |
| 13 | Gusto | https://gusto.com/ | Tax Operations Lead / Partnerships Manager | Useful for reaching modern tax/admin-adjacent audiences; often relevant for small business and advisor ecosystems. |
| 14 | RSM | https://rsmus.com/ | Tax Partner / Director of Tax Training & Knowledge | Large professional services firm typically sends tax leaders for IRS-aligned learning and vendor ecosystem insights. |
| 15 | BDO | https://www.bdo.com/ | Tax Learning & Development Lead / Tax Operations Director | Strong fit with continuing education and tax advisory operations; aligned to practitioner and manager decision-makers. |
| 16 | Deloitte | https://www.deloitte.com/ | Tax Platform Product Owner / Tax Practice Learning Lead | Large firm interest in tax knowledge, tools, and training ecosystem connections. |
| 17 | ServiceTitan (tax-adjacent vertical ops example) | https://www.servicetitan.com/ | Finance Systems Director / Tax Workflow Systems Owner | If buyer personas include small business ops requiring tax-aware workflows, tool owners become relevant; useful for vertical targeting experiments. |
| 18 | DocuSign (contract workflow, compliance adjacent) | https://www.docusign.com/ | Compliance Partnerships Manager / Enterprise Sales Director | Tax firms increasingly manage engagement letters and documentation workflows; compliance-adjacent interest can make this relevant. |
| 19 | Dropbox (collaboration/document management) | https://www.dropbox.com/business | Sales Director, Mid-Market / Compliance Solutions Lead | Document-heavy tax workflows depend on secure file collaboration and retention; aligns with practitioner operational pain points. |
| 20 | Secure data / tax-ready document management (example: Box) | https://www.box.com/ | Industry Solutions Manager (Accounting/Tax) / Director of Security Partnerships | Tax practices require secure document systems; event audiences often include operational decision-makers at firms. |
Best “starter priorities” for outreach: Intuit (TurboTax/QuickBooks), Thomson Reuters, Wolters Kluwer, Drake Software, Surgent. These categories map cleanly to continuing education, tax workflow, and tax compliance tool audiences.
5) Job Profiles, Industries & Event Type (What We Should Target)
Best job profiles to target
- Tax Practice Leaders: Tax Partner, Managing Partner, Head of Tax
- Tax Training / Knowledge: Director of Tax Education, Learning & Development (Tax), Tax Knowledge Manager
- Tax Compliance Operations: Tax Operations Manager, Compliance Manager, Tax Reporting Lead
- Tax Technology Owners: Manager, Tax Technology, Tax Systems Administrator, Director of Finance Systems
- Product / Industry Solutions: Tax Product Manager, Tax Solutions Marketing, Industry Solutions Lead
- Continuing Education leadership: Continuing Education Director, Program Manager, Membership Programs Director
Industries that naturally align (using a taxonomy approach like professional tax + training ecosystems)
- Accounting
- Financial Services
- Professional Training & Coaching
- Higher Education (for faculty/trainers or credential-adjacent audiences)
- Market Research (for firms supporting tax product research)
- Information Technology & Services (for tax workflow and document management solutions)
- Insurance (for E&O and tax-adjacent risk products, depending on your offering)
Event type mapping
- Continuing education conference
- Professional compliance seminar program
- Tax policy and technical updates venue
- Networking among tax practitioners and industry ecosystem
6) Estimated Attendance (Expected Total Footfall)
The official website content provided includes registration rates, dates, venue address, and hotel details, but it does not state an explicit total expected attendance/footfall number.
Estimated attendance:
If we receive either (a) the exhibitor/sponsor footprint from the event page, (b) the overall seating capacity/rooming configuration, or (c) any published attendance statement, we can produce a reliable attendance range for buyer-density planning.
7) Key Focus Areas & Buyer Engagement
Key focus areas (what attendees come to solve)
- IRS-relevant updates that affect filing, compliance workflow, and interpretation
- Practical tax education suitable for professional development and continuing education
- Quality and risk management in tax preparation and reporting cycles
- Process improvements around documentation, research, and compliance readiness
- Operational efficiency for tax departments and tax firms
Most effective engagement angles (based on attendee intent)
- Education enablement angle: Emphasize how your solution supports professional learning outcomes, training content delivery, and ongoing readiness.
- Compliance workflow angle: Emphasize audit readiness, documentation organization, and reduced rework.
- Tax technology angle: Emphasize research/workflow integration, data handling, and time savings during peak filing periods.
- Partner ecosystem angle: If you serve accounting associations, training bodies, or large firm tax knowledge teams, position as a knowledge-strengthening partner.
8) Client Product Fit — We Need Your Website to Identify the Best Buyer Profiles
To recommend the best buyers and the best job titles specifically suited to your client requirements (and to ensure buyer alignment is accurate), we need to review your client product details.
Please share the client website URL (and if available, a short note on your ideal customer type: tax software, training content, compliance services, document workflow tool, payroll/tax solutions, or consulting).
After we review the website, we can refine:
- Which attendee/job roles map most directly to your buying triggers
- Which industries are highest priority for your specific offer
- Which titles should be targeted first (e.g., training leaders vs. tax technology owners vs. compliance operations managers)
- Which New Orleans attendee mix is most relevant for your use case
Provisional industry suggestions (while we review your website)
If your client offering is one of the common tax-ecosystem categories, we typically prioritize:
- Tax software / tax workflow / tax technology: Accounting; Information Technology & Services; Computer Software
- Training / professional education: Professional Training & Coaching; Education Management; Higher Education
- Document management / compliance operations: Information Technology & Services; Security & Investigations (if applicable)
- Consulting and tax advisory: Accounting; Financial Services; Management Consulting
9) Final Recommendation (Is This Event a Good Fit?)
Yes—this forum is a strong fit for companies that serve tax practitioners, tax departments, and professional education decision-makers. The IRS sponsorship and the IRS-focused seminar structure produce a concentrated audience with high relevance to tax compliance, tax operations, and continuing education outcomes.
Best-fit buyer segments (highest likelihood of relevance)
- Tax training and education providers
- Tax software and professional tax workflow vendors
- Tax research and compliance tooling companies
- Professional services organizations that invest in tax knowledge and operational quality
- Organizations supporting tax operations infrastructure (documentation, workflow automation, secure collaboration)
Next step: Share your client website and we will tailor a buyer list strategy for the IRS Nationwide Tax Forum (Hyatt Regency New Orleans, August 4–6, 2026) aligned to your exact product positioning.
Data sheet
IRS Tax Forum – Event Attendee & Buyer Profile Analysis
Event date: August 4–6, 2026
Location: Hyatt Regency New Orleans, New Orleans, Louisiana, United States
Event status: Upcoming
Research date: July 6, 2026
Event Overview
| Event Name | IRS Tax Forum |
| Event Date | August 4–6, 2026 |
| Event Status | Upcoming |
| Venue | Hyatt Regency New Orleans, 601 Loyola Avenue |
| City | New Orleans |
| State / Region | Louisiana |
| Country | United States |
| Organizer | Internal Revenue Service (IRS) / IRS Nationwide Tax Forum |
| Official Event Website | irstaxforum.com/forum/2 |
| Event Type | Professional tax education, compliance, and networking forum |
| Primary Category | Education & Training |
| Secondary Applicable Categories | Business Services, Banking & Finance |
| Audience Reach | National |
| Estimated Attendance / Expected Footfall | Attendance figure not publicly confirmed by the organizer. |
| Attendance Data Reliability | Confirmed event dates, venue, and location; attendance volume not publicly disclosed |
| Main Purpose of Event | To provide tax professionals with IRS-related education, continuing education opportunities, technical updates, and peer networking |
About the Event
The IRS Tax Forum is a specialized professional education conference designed for tax practitioners, enrolled agents, CPAs, tax preparers, and related advisory professionals who need current guidance on IRS procedures, compliance updates, and practical tax administration issues. The New Orleans edition is one stop in the IRS Nationwide Tax Forum series, held in a major hotel convention setting with seminars, registration activity, hotel blocks, and forum-related networking.
This event matters because it sits at the intersection of tax compliance, practitioner training, and client service quality. It is especially relevant for organizations selling tax software, compliance tools, continuing education, practice management solutions, e-filing services, advisory services, and professional development products. The forum typically attracts decision-makers and operational influencers who are responsible for filing accuracy, workflow efficiency, and staying current on regulatory and IRS changes.
1. Who Attends: Buyers / Attendees
| Buyer / Attendee Segment | Typical Organizations | Buying Role or Influence | Relevance to Exhibitors / Suppliers |
|---|---|---|---|
| Tax preparation firms | Regional and national tax preparation businesses | Practice owners, tax managers, operations leaders | High relevance for software, workflow, filing, and compliance solutions |
| CPA and accounting firms | Public accounting and advisory firms | Partners, directors, managers, tax specialists | Strong audience for tax research, CE, client advisory, and tax tech |
| Enrolled agents | Independent tax professionals and small firms | Owner-operators and senior practitioners | Likely buyers of low-friction, cost-effective tools and training |
| Bookkeeping and payroll service providers | SMB service firms and back-office providers | Owners, operations managers, service delivery leads | Potential buyers for integrated finance, payroll, and tax workflow tools |
| Tax software and solution evaluators | Firms modernizing tax operations | IT leads, firm administrators, managing partners | Excellent for software vendors, integrations, automation, and support services |
| IRS-focused educators and trainers | CE providers, training firms, associations | Program directors, curriculum leads, association executives | Relevant for sponsorships, learning platforms, and content partnerships |
| Small business tax service buyers | Tax offices serving small businesses and self-employed clients | Owners and office managers | Strong fit for lead-gen, practice growth, and client-facing service tools |
| Association and credential holders | Tax associations and professional bodies | Board members, chapter leaders, membership directors | Useful for membership software, training, and event collaboration |
2. Event Location and Attendee Geographic Origin
| Geographic Area | Likely Attendee Origin | Buyer Concentration | Notes |
|---|---|---|---|
| Host city: New Orleans | Local practitioners, firms, and service providers | Medium | Convenient for regional attendance and hotel-based networking |
| Host state: Louisiana | Statewide tax professionals and small firms | Medium | Likely draw from Baton Rouge, Lafayette, Shreveport, and surrounding markets |
| Nearby business hubs | Attendees from Houston, Dallas, Atlanta, Birmingham, Jackson, and Gulf Coast markets | High | Major metro catchment supports strong regional attendance potential |
| National reach | Tax professionals from across the United States | High | IRS forum branding indicates broad U.S. reach and cross-state appeal |
| International reach | Limited / niche | Low | Primarily U.S.-focused tax compliance audience |
3. Audience Reach
| Reach Level | Assessment | Explanation |
|---|---|---|
| Primary Reach | National | The forum is part of a nationwide IRS program and is relevant to tax professionals across the United States. |
4. Sample Buyer Companies and Websites
| Buyer Company / Organization | Buyer Type | Why It Is Relevant | Website | Best Job Titles to Target | Evidence Level |
|---|---|---|---|---|---|
| H&R Block | Tax services provider | Large-scale consumer and small-business tax preparation organization | hrblock.com | Tax Operations Director, Training Manager, Product Manager, Compliance Lead | Strong Market Fit, Attendance Not Confirmed |
| Intuit | Tax software provider | Core buyer for tax workflow, compliance, and advisory technology | intuit.com | Director of Tax, Product Marketing Manager, Partnerships Director, Compliance Program Manager | Strong Market Fit, Attendance Not Confirmed |
| Jackson Hewitt | Tax services provider | Franchise and retail tax preparation network | jacksonhewitt.com | VP Operations, Tax Compliance Manager, Franchise Support, Training Director | Strong Market Fit, Attendance Not Confirmed |
| Liberty Tax | Tax services provider | Multi-location tax preparation and filing services company | libertytax.com | Operations Director, Compliance Manager, Training Director, Franchise Development | Strong Market Fit, Attendance Not Confirmed |
| Moss Adams | Accounting firm | Mid-market accounting and tax advisory buyer | mossadams.com | Tax Partner, Director of Tax, Learning & Development, Practice Manager | Strong Market Fit, Attendance Not Confirmed |
| BDO USA | Accounting firm | National tax and advisory practice with continuing education needs | bdo.com | Tax Director, National Training Lead, Managing Director, Client Advisory Leader | Strong Market Fit, Attendance Not Confirmed |
| Grant Thornton | Accounting firm | Tax, assurance, and advisory organization with technical tax audience | grantthornton.com | Tax Partner, Director of Tax, Knowledge Manager, Operations Leader | Strong Market Fit, Attendance Not Confirmed |
| RSM US | Accounting firm | Advisory and tax services buyer with strong CE and compliance relevance | rsmus.com | Tax Director, Learning Director, Managing Partner, Compliance Manager | Strong Market Fit, Attendance Not Confirmed |
| PwC | Accounting firm | Large tax advisory organization with training and compliance stakeholders | pwc.com | Tax Leader, Learning & Development Director, Product Leader, Client Service Partner | Strong Market Fit, Attendance Not Confirmed |
| KPMG | Accounting firm | Tax and advisory practice with technical and regulatory interests | kpmg.com | Tax Partner, Director of Tax, Learning Lead, Operations Director | Strong Market Fit, Attendance Not Confirmed |
| Deloitte | Accounting firm | National tax and consulting organization with large practitioner base | deloitte.com | Tax Director, Learning Leader, Operations Manager, Partner | Strong Market Fit, Attendance Not Confirmed |
| EY | Accounting firm | Tax advisory and training stakeholders | ey.com | Tax Partner, Director, Learning & Development, Program Manager | Strong Market Fit, Attendance Not Confirmed |
5. Job Profiles, Industries and Event Type
| Priority | Job Title / Function | Department | Seniority Level | Why This Role Matters |
|---|---|---|---|---|
| 1 | Chief Financial Officer / Finance Director | Finance | C-Level / VP | Owns budgeting for tax tooling, compliance, and training investments |
| 1 | Chief Tax Officer / Head of Tax | Tax | C-Level / VP | Top stakeholder for tax compliance, strategy, and IRS-focused education |
| 2 | Director of Tax / Tax Manager | Tax | Director / Manager | Key buyer for tax research, filing support, and continuing education |
| 2 | Managing Partner / Firm Owner | Leadership | Owner / Executive | Approves software, training, and firm-wide service offerings |
| 2 | Compliance Manager / Regulatory Affairs Lead | Compliance | Manager / Director | Interested in IRS updates, policy changes, and risk reduction tools |
| 3 | Learning & Development / Training Director | Training / HR | Director / Manager | Purchases CE, upskilling, and practitioner education content |
| 3 | Practice Manager / Operations Director | Operations | Manager / Director | Influences workflow, staffing, client service, and platform selection |
| 3 | Product Manager / Product Marketing Manager | Product / Marketing | Manager / Director | Useful for tax tech vendors and content-led product positioning |
| 4 | Partnerships Director / Business Development Director | Partnerships / BD | Director / VP | Potential sponsorship, channel, referral, and education partnership contact |
| Priority | Apollo Industry | Why It Fits the Event | Best Buyer Use Case |
|---|---|---|---|
| 1 | Accounting | Core audience of tax practitioners, CPAs, and firms | Tax software, CE, workflow, and advisory services |
| 1 | Financial Services | Many attendees support financial reporting and compliance workflows | Compliance tools, tax data platforms, advisory offerings |
| 1 | Management Consulting | Tax advisory and process consulting overlap strongly with forum content | Advisory services, compliance automation, implementation support |
| 2 | Professional Training & Coaching | Continuing education is a central event driver | CE products, certification prep, learning platforms |
| 2 | Information Technology & Services | Tax workflows rely on digital tools, integrations, and data security | Tax tech, automation, data exchange, support services |
| 2 | Business Supplies & Equipment | Relevant for office, practice, and document workflow needs | Office systems, scanning, filing, print, and document solutions |
| 3 | Education Management | Training and credential development are highly relevant | Education content, webinars, certification pathways |
| 3 | Government Administration | IRS and public-sector compliance context is central | Public-sector solutions, compliance, training, procurement outreach |
| 4 | Computer Software | Tax preparation and compliance software is a primary buying area | Tax platform sales, integrations, practice management tools |
| 4 | Events Services | Sponsors, exhibitors, and education partners may buy event support | Sponsorship, activation, lead-gen, and attendee marketing |
6. Estimated Attendance
| Metric | Figure | Status | Source / Basis | Notes |
|---|---|---|---|---|
| Estimated total footfall | Not publicly disclosed | Confirmed unknown | Organizer website does not publish attendance count | Attendance figure not publicly confirmed by the organizer. |
| Exhibitor count | Not publicly disclosed on the cited page | Unknown | Official forum page references an exhibitor area but no count provided | Use official exhibitor materials if available for current-year validation. |
| Buyer count | Not publicly disclosed | Unknown | No official buyer list published on the provided page | Buyer-side audience inferred from forum purpose. |
| Speaker count | Not publicly disclosed on the cited page | Unknown | Official schedule exists, but speaker total not provided in the supplied source text | Verify through seminar schedule if speaker-level targeting is needed. |
| Sponsor count | Not publicly disclosed on the cited page | Unknown | No sponsor count provided in supplied source text | Potentially available via exhibitor or sponsorship prospectus. |
| Historical attendance | Not confirmed in supplied source text | Historical / prior-year evidence unavailable in provided materials | Not used to avoid unsupported claims | No organizer attendance statistic included in the available official content. |
7. Key Focus Areas and Buyer Engagement
| Focus Area | Typical Buyer Need | Buyer Engagement Opportunity | Relevant Supplier Offering |
|---|---|---|---|
| Tax compliance | Accurate IRS guidance and filing support | Seminar-led education and compliance consulting | Compliance software, tax advisory services, filing tools |
| Continuing education | CPE/CE credits and technical updates | Training tracks, workshops, and certification support | Learning platforms, course bundles, certification prep |
| Tax technology | Automation and productivity improvements | Product demos and workflow consultations | Tax software, integrations, AI-assisted review, e-filing |
| Practice management | Efficiency in client intake, tracking, and delivery | Operational improvement discussions with firm leaders | CRM, document management, workflow automation |
| Professional services | Advisory, implementation, and support | Relationship-building with firm decision-makers | Consulting, outsourced tax support, client service tools |
Lead Quality Assessment
| Factor | Assessment | Explanation |
|---|---|---|
| Buyer relevance | Very High | Audience is tightly aligned to tax compliance, education, and practice operations. |
| Decision-maker availability | High | Firms often send owners, partners, directors, and managers to this type of forum. |
| Data collection potential | Medium | Strong for title-based capture; attendee lists are not publicly confirmed on the provided source page. |
| Apollo targeting potential | Very High | Clear industries, titles, and company types are easy to filter in Apollo. |
| Geographic targeting potential | High | National reach allows U.S. targeting with optional Gulf Coast and Southeast emphasis. |
| Best outreach approach | Very High | Email and LinkedIn outreach to tax leaders, firm owners, and training leads is highly appropriate. |
| Overall lead quality | High | Strong fit for tax-tech, education, and professional services prospecting. |
| Best use case | B2B attendee list building, sponsor prospecting, and account-based outreach | Ideal for lead generation around tax software, CE, compliance, and workflow products. |
| Limitations / risks | Attendance list not publicly confirmed | Requires careful prospect validation to avoid assuming current-year participation. |
Apollo.io Targeting Recommendation
| Filter Type | Recommended Filters | Purpose |
|---|---|---|
| Apollo industries | Accounting; Financial Services; Management Consulting; Professional Training & Coaching; Computer Software; Information Technology & Services; Government Administration; Education Management | Capture the core buyer universe and adjacent solution buyers |
| Departments | Tax; Finance; Operations; Compliance; Learning & Development; Product; Partnerships; IT | Prioritize functions that influence training, tools, and compliance spend |
| Seniority | Owner, Partner, CXO, VP, Director, Head, Manager | Targets decision-makers and budget holders most likely to attend |
| Job titles | Chief Tax Officer, Head of Tax, Tax Director, Tax Manager, Managing Partner, Practice Manager, Compliance Manager, Learning Director, Product Manager, Operations Director | Build precise attendee and buyer lists around tax leadership |
| Geography | United States; optional focus on Gulf Coast, Southeast, Texas, and major metro markets | Matches the event's national reach and New Orleans location |
| Employee size | 1-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001+ | Covers independent tax professionals through enterprise accounting firms |
| Keywords | tax, IRS, compliance, e-file, filing, practice management, continuing education, CPE, tax preparation, tax software, advisory | Captures event-aligned intent and role relevance |
| Company type | Privately held, public company, franchise networks, professional services firms, associations | Useful for mixed attendee and sponsor prospecting |
Suggested Apollo Search Logic: (tax OR IRS OR compliance OR CPE OR e-file) AND (Director OR Manager OR Partner OR Owner OR VP OR Head) AND (Accounting OR Financial Services OR Computer Software OR Information Technology & Services). Add geography filters for the United States and title filters for tax leadership, operations, compliance, and learning functions.
Client Fit Review Required
Please share the client website or product/service details. I will review the client offering and identify the highest-fit buyer companies, Apollo industries, seniority levels, departments, and job titles from this event.
Sources & Verification Notes
| Source | Type | What It Verified | Reliability |
|---|---|---|---|
| IRS Nationwide Tax Forum – New Orleans page | Official organizer website | Venue, address, dates, hotel block details, registration rates, airport, parking, and forum location | High |
| IRS Nationwide Tax Forum home page | Official organizer website | Confirmed forum series, city schedule listing, and national program context | High |
| Hyatt Regency New Orleans | Venue reference from official event page | Venue identity and address as listed by the event organizer | High |
| IRS National Tax Forum registration and hotel information | Official event registration content | Confirmed event dates, hotel room block cutoff, and registration-rate structure | High |
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