Tax Transformation Summit 2019 – SOLD OUT!

SurePrep and SafeSend Returns invite you to participate in their first co-hosted user conference, the Tax Transformation Summit held November 3-5, 2019 at the Fashion Island Hotel in Newport Beach, CA. #TaxSummit19

Countdown to the Sold Out Tax Transformation Summit

Featured Speakers

Tax Transformation Summit Speakers David Wyle

David Wyle
President & CEO

Tax Transformation Summit Speakers Steve Dusablon

Steve Dusablon
President & CEO

Tax Transformation Summit Speakers Arianna Campbell

Arianna Campbell
Boomer Consulting, Inc.

Tax Transformation Summit Speakers Kacee Johnson

Kacee Johnson, MBA
Blue Ocean Principles

Tax Transformation Summit Speakers Tom Morrison

Tom Morrison
Author and Speaker
Life Coach

About the Tax Transformation Summit

The Tax Transformation Summit is an exclusive training experience that focuses on the end-to-end workflow of the tax return process. Accounting firms of tomorrow need to leverage the advancements of automation and understand best practices for improving firm workflow. Participants will be immersed in advanced digital tax topics with practical considerations so that they can adapt for today, and more importantly, tomorrow.

Providing extensive opportunities to learn about digital disruption, review product demos, talk with tax solution experts, and see how the technical aspects of technology can help you gain strategic insights on growing your firm without the cumbersome challenges of year’s past.

Who should attend? The Tax Transformation Summit will include valuable content for Partners, Managers, Administrators, IT and the SurePrep Champions in your office.

*Attendees can earn up to 12 CPE via high-quality courses designed to upskill the tax practice.

Tax Transformation Summit 2019

Location: Fashion Island Hotel

November 3-5, 2019

“Indulge in the fashionable side of coastal luxury at Fashion Island Hotel with all the diversions of Fashion Island, Orange County’s iconic open-air shopping, dining and entertainment destination. It’s the centerpiece of Newport Beach, and where unforgettable experiences are always in vogue.”

Airport Information

The following airports are recommended for travel to and from the Tax Transformation Summit:

  • John Wayne Airport (SNA)
    • 5 miles from the Fashion Island Hotel
  • Long Beach Airport (LGB)
    • 24 miles from the Fashion Island Hotel
  • Los Angeles International Airport (LAX)
    • 43 miles from the Fashion Island Hotel
Join us for the Tax Transformation Summit
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Tax Transformation Summit Agenda

Where available, PDF versions of session presentations can be downloaded by clicking on the session title.

Sunday, November 3

  • 2:00 – 6:00 PM – Registration
  • 2:00 – 6:00 PM – Kick-off Cocktail Reception
  • Dinner On Your Own

Monday, November 4

Networking Break and Exhibits

Lunch & Learn

Networking Break and Exhibits

  • 4:20 – 5:10 PM – End to End Software Solution Demonstration

Newport Harbor Dinner Cruise

Tuesday, November 5

Networking Break and Exhibits

  • 12:10 PM – Conference Concludes

Download a detailed, printable agenda here.

*In order to be awarded the full credit hours, you must be present, registering your attendance and departure with your conference badge or the provided sign-in sheet.

*Refunds are provided for all courses in which there is not 100% satisfaction or the course is cancelled or discontinued. Any charges are reimbursed back to registrants within 48 hours.

* (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Event Photos