NATP Taxposium 2026

📅 13 Jul – 15 Jul 2026 📍 Cleveland, Ohio,USA, Cleveland, United States 🏢 0 exhibitors 👥 0 attendees

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About this event

National Association of Tax Professionals (NATP) Convention 2026

Event type: Tax preparation, tax compliance, accounting education, professional training, continuing education, software, and financial services networking

Estimated attendance: Expected to attract a strong national audience of tax professionals, firm owners, enrolled agents, CPAs, bookkeepers, payroll specialists, tax software users, and solution providers.

This convention is a highly relevant B2B event for companies that sell to tax professionals, accounting firms, financial service providers, compliance-focused organizations, and software vendors. The attendee base is typically filled with decision-makers and practitioners who influence software adoption, workflow purchases, training subscriptions, research tools, and client-facing tax solutions.

1️⃣ Who attends: Buyers / Attendees

This event is not a general consumer conference. It is a specialized professional gathering centered on tax education, tax law updates, practice management, and professional development. The most valuable attendees for attendee-list buying are the professionals who directly influence or approve purchases for tax operations, compliance workflows, document management, client communications, and advisory services.

Main attendee groups:

  • Tax preparers and tax consultants
  • Enrolled agents and IRS-authorized practitioners
  • Certified Public Accountants (CPAs)
  • Bookkeepers and accounting professionals
  • Small- and mid-sized tax firm owners
  • Partner-level and senior managers at accounting firms
  • Payroll and compliance specialists
  • Tax software users and firm operations leaders
  • Business development teams from tax and accounting solution companies
  • Continuing education providers and professional training organizations

For lead generation, the strongest buyer segment is usually not the general attendee base alone, but the subset of firm leaders, practice managers, technology decision-makers, and compliance-focused professionals.

2️⃣ Where the show is happening + attendee geographic origin

Location: The convention is typically held in a major U.S. convention city with strong national accessibility for professional association attendees.

Because this is a tax and accounting industry convention, attendee origin is usually predominantly U.S.-based, with attendees traveling from multiple states. The event tends to draw professionals from local, regional, and national markets, especially from accounting firms, tax preparation businesses, and independent practices across the country.

Expected geographic profile:

  • Local: Attendance from the host city and surrounding metro area
  • Regional: Nearby states and drive-in attendees
  • National: The primary audience, since tax education is a nationwide need
  • Global: Limited, but possible via vendors, software firms, and international accounting solution providers

3️⃣ Audience reach: Local / National / Global

Audience reach type: National, with some global vendor participation

This is best classified as a national professional event. The subject matter—tax law, filing compliance, IRS updates, practice operations, and financial reporting—is highly U.S.-specific, so the core attendee base is domestic. However, vendors in tax technology, accounting software, payment solutions, and compliance tools may have broader international relevance.

4️⃣ Sample buyer company names + websites

Below is a sample buyer table you can use for attendee-list targeting. These are companies that are strong fits because they sell products or services to tax professionals, accounting firms, financial service teams, or small business advisors.

Priority Company Website Best Title to Target Why This is a Good Buyer Fit
1 Intuit intuit.com Partnerships Manager, Tax Products / Enterprise Sales Director Strong fit for tax software, accountant workflows, and professional tax preparation tools.
2 H&R Block hrblock.com Training Manager / Tax Practice Operations Leader Large tax service brand with ongoing need for training, staffing, and practitioner engagement.
3 Jackson Hewitt Tax Service jacksonhewitt.com Franchise Development Manager / Tax Training Director Highly relevant for tax prep services, franchise support, and seasonal practitioner recruitment.
4 Drake Software drakesoftware.com Director of Marketing / Channel Partnerships Manager Tax software provider with direct alignment to tax professionals and firms.
5 Thomson Reuters thomsonreuters.com Product Marketing Manager / Tax Content Partnerships Lead Major provider of tax research, compliance, and professional workflow solutions.
6 Wolters Kluwer wolterskluwer.com Account Executive / Tax & Accounting Sales Manager Key vendor for tax compliance, research, and accounting software.
7 TaxAct taxact.com Business Development Director / Product Partnerships Manager Strong tax software fit with a natural audience overlap at a tax professional convention.
8 CCH Incorporated wolterskluwer.com Sales Director, Tax & Accounting / Client Success Manager Professional tax research and compliance tools are highly relevant here.
9 ADP adp.com Payroll Solutions Consultant / Strategic Partnerships Manager Payroll, compliance, and small business tax support make this a strong fit.
10 Paychex paychex.com Regional Sales Manager / Accounting Channel Partner Manager Serves small businesses and firms that overlap heavily with tax professionals.
11 Avalara avalara.com Partner Marketing Manager / Sales Director, Tax Compliance Excellent fit for tax automation, compliance, and filing solutions.
12 Sage sage.com Account Executive, Accounting Software / Channel Sales Manager Accounting and bookkeeping software provider with a large professional audience.
13 Xero xero.com Partnerships Manager / Ecosystem Growth Lead Strong accounting software fit for small firms and bookkeepers.
14 QuickBooks ProAdvisor Program quickbooks.intuit.com Program Manager / Partner Marketing Manager Very relevant for accounting professionals, tax preparers, and small practices.
15 CPA.com cpa.com Business Development Manager / Membership Partnerships Director Directly aligned with CPA community needs, education, and practice solutions.
16 FreshBooks freshbooks.com Partner Growth Manager / SMB Accounting Partnerships Useful for small firms and bookkeepers serving microbusiness clients.
17 Sovos sovos.com Tax Compliance Sales Director / Enterprise Partnerships Strong compliance technology fit for accounting and tax professionals.
18 Cerat cerity.com Marketing Director / Account Executive Relevant for finance and tax-related audience acquisition and digital solutions.
19 Track1099 track1099.com Founder / Head of Sales / Partnerships Lead Directly relevant to tax compliance and form processing.
20 Canopy canopytax.com VP of Sales / Partner Marketing Manager Tax practice management software, highly aligned with convention attendees.

Top 5 strongest sample buyers: Intuit, Thomson Reuters, Wolters Kluwer, Drake Software, Avalara. These are especially useful because they align with software, compliance, research, and workflow needs that are central to tax professionals.

5️⃣ Job profiles, industries & event type

The best attendee and buyer profiles for this convention are senior and mid-level professionals who influence software, training, and service purchases. For attendee-list monetization, you want the titles that are responsible for tax operations, firm efficiency, and professional development.

Best job profiles to target:

  • Owner / Founder of Tax Practice
  • Managing Partner
  • Tax Manager
  • Senior Tax Consultant
  • Enrolled Agent
  • CPA / Senior Accountant
  • Practice Operations Manager
  • Director of Tax Services
  • Client Services Manager
  • Payroll Manager
  • Compliance Manager
  • Training and Education Manager
  • Partner, Accounting Advisory Services
  • Business Development Manager, Tax Software
  • Product Specialist, Tax and Accounting Solutions

Best industries to use from the industry list:

  • Accounting
  • Financial Services
  • Banking
  • Management Consulting
  • Information Technology & Services
  • Computer Software
  • Professional Training & Coaching
  • Education Management
  • Market Research
  • Insurance
  • Legal Services
  • Business Supplies & Equipment
  • Public Relations & Communications
  • Staffing & Recruiting

Event type: Professional convention, industry education event, compliance training summit, and buyer-vendor networking event.

6️⃣ Estimated attendance: expected total footfall

Since this is a convention for tax professionals, attendance usually includes a mixed audience of practitioners, firm owners, educators, software vendors, and service providers. The total footfall is typically strong enough to support serious lead generation, especially for tax software, payroll, compliance, accounting, and educational products.

Estimated total attendance: Moderate to high, depending on the host city and program scale. A practical planning assumption would be a few thousand attendees, with the bulk being U.S.-based professional visitors.

The value here is not just raw attendee count. The key value is audience quality: people attending are already in a purchase-relevant professional context.

7️⃣ Key focus areas & buyer engagement

The convention is likely centered on continuing education, tax law updates, best practices, tax practice management, software demos, client advisory services, and networking. Buyer engagement works best when framed around efficiency, compliance, productivity, and client service improvement.

Key focus areas:

  • Tax law updates and compliance changes
  • Practice management and workflow improvement
  • Tax software and digital tools
  • Payroll and bookkeeping integration
  • Client communication and document management
  • Professional education and certification
  • Small business advisory and consulting
  • Audit defense and IRS-related topics
  • Fraud prevention and risk management
  • Firm growth and marketing for tax practices

Buyer engagement angle:

The best messaging is: “We help you reach tax professionals, accounting firms, practice owners, and compliance leaders who are actively looking for tools, services, and training to improve workflow and client outcomes.”

That positioning is much stronger than simply saying “attendee list.” For this event, buyers care about actionable segments such as firm owners, tax managers, and technology decision-makers.

8️⃣ Client-product fit note

To recommend the best buyers with precision, I need your client’s website or product page. The ideal list changes based on whether your client sells software, services, training, lead generation, finance tools, bookkeeping solutions, compliance platforms, or marketing services.

Examples of how the buyer list changes by product:

  • If your client sells tax software: target tax firm owners, tax managers, accounting firms, and compliance leaders.
  • If your client sells marketing services: target firm owners, managing partners, and business development leaders.
  • If your client sells payroll or HR tools: target payroll managers, bookkeeping leaders, and small business advisory firms.
  • If your client sells training/education: target CPAs, enrolled agents, tax instructors, and continuing education coordinators.
  • If your client sells fintech or compliance tools: target senior decision-makers in accounting, tax, and financial operations.

Please share the client website, and I can refine this into a much more accurate buyer recommendation list based on their exact offering.

9️⃣ Final recommendation

This is a very strong event for attendee-list targeting if your client sells into accounting, tax, payroll, compliance, or practice management. It is best treated as a high-intent professional buyer event, not a mass-market conference.

Best buyer segments to prioritize:

  • Tax practice owners and managing partners
  • Tax managers and senior tax professionals
  • CPAs and enrolled agents
  • Accounting firm operations leaders
  • Payroll and compliance professionals
  • Tax software vendors and channel partners
  • Continuing education and training providers

Quality rating for B2B attendee-list sales: 9/10

Strong niche audience, high professional relevance, clear buying intent, and excellent alignment for software, compliance, accounting, and service-based offers. The only limitation is that the audience is specialized rather than broad, so list quality and title accuracy matter a lot.

Share your client website, and I will review it and give you the best buyers based on the client’s exact product fit.

Data sheet

NATP Taxposium 2026 – Event Attendee & Buyer Profile Analysis
Event date: July 13–15, 2026
Location: Cleveland, Ohio, United States
Event status: Upcoming
Research date: June 23, 2026
Event Overview
Event Name NATP Taxposium 2026
Event Date July 13–15, 2026
Event Status Upcoming
Venue Cleveland, Ohio, USA; exact venue facility not publicly confirmed in the supplied information
City Cleveland
State / Region Ohio
Country United States
Organizer National Association of Tax Professionals (NATP)
Official Event Website natptax.com
Event Type Professional convention, tax education conference, continuing education, software and services networking event
Primary Category Banking & Finance
Secondary Applicable Categories Business Services; Education & Training; IT & Technology
Audience Reach National, with likely multi-state participation from tax and accounting professionals across the United States
Estimated Attendance / Expected Footfall Attendance figure not publicly confirmed by the organizer.
Attendance Data Reliability Low for 2026 quantified attendance; attendee profile is high-confidence based on event positioning and NATP membership focus
Main Purpose of Event Tax law education, professional training, CE/CPE-style learning, practice improvement, software evaluation, workflow modernization, and peer/vendor networking for tax professionals
About the Event

NATP Taxposium 2026 is positioned as a specialized U.S. professional event for tax preparers, enrolled agents, CPAs, bookkeepers, payroll-oriented practitioners, firm owners, and solution providers serving the tax compliance and advisory market. The event format is relevant for continuing education, tax law updates, workflow improvement, practice management, and vendor-to-practitioner engagement.

From a lead-generation perspective, the event matters because attendees are typically operational users and purchase influencers for tax software, research tools, document management, e-signature, workflow automation, client communication platforms, training subscriptions, payments, and compliance services. It is more valuable as a niche B2B list-building and buyer-profiling event than as a broad mass-footfall expo.

1. Who Attends: Buyers / Attendees
Buyer / Attendee Segment Typical Organizations Buying Role or Influence Relevance to Exhibitors / Suppliers
Tax preparers and tax consultants Independent tax practices, seasonal tax businesses, advisory firms Direct users; often recommend or select software and workflow tools High relevance for tax prep platforms, document tools, e-signature, workflow, training
Enrolled agents and IRS-authorized practitioners EA-led firms, representation practices, tax controversy specialists Strong influence on research tools, compliance systems, representation workflows High fit for tax research, transcript access tools, notices management, education services
CPAs and accounting professionals CPA firms, accounting practices, advisory groups Can approve or heavily influence firm-wide purchasing High value for software vendors, compliance content providers, practice-management systems
Bookkeepers and write-up professionals Small accounting firms, bookkeeping practices, outsourced finance providers Influence adjacent tools tied to client bookkeeping and tax readiness Useful audience for bookkeeping-tax integration, payroll, client portals, workflow tools
Tax firm owners and managing partners Small and mid-sized tax and accounting firms Budget holders and final decision-makers Highest-value audience for subscriptions, outsourcing, payments, cybersecurity, and firm operations solutions
Payroll and compliance specialists Payroll service bureaus, accounting firms, SMB advisors Influence payroll systems, tax filing, reporting, and compliance tools Relevant for payroll tech, tax filing engines, notice-resolution services
Practice operations and workflow leaders Growing firms with formal operations or admin leadership Evaluate systems for onboarding, document routing, task control, staffing efficiency Strong fit for CRM, workflow automation, staffing, outsourcing, and secure communications tools
Tax software users and evaluators Firms reviewing software stacks, add-ons, and integrations Can influence replacement, add-on, and expansion purchases Important for software demos, pilot offers, integrations, and renewal campaigns
Education and credential-focused professionals Practitioners seeking CE/CPE and tax updates Buy training, subscriptions, conferences, and research memberships Relevant for publishers, e-learning vendors, certification support, subscription products
2. Event Location and Attendee Geographic Origin
Geographic Area Likely Attendee Origin Buyer Concentration Notes
Cleveland metro Local tax practices, accounting offices, independent preparers Medium Immediate drive-market participation likely for day attendees and nearby firms
Ohio Statewide firms, solo practitioners, regional accounting offices High Host-state advantage typically improves attendance from nearby cities
Midwest / Great Lakes region Attendees from Pennsylvania, Michigan, Indiana, Illinois, Kentucky, and surrounding states High Regional access supports practical B2B outreach and onsite meetings
National U.S. reach NATP members and tax professionals from multiple states High Event positioning suggests a national professional audience rather than a local public expo
International Likely limited Low Primary buyer base is expected to be U.S.-focused due to tax-regulatory subject matter
3. Audience Reach
Reach Level Assessment Explanation
National Primary classification NATP is a national professional association, and the subject matter serves tax professionals from across the United States.
Regional Secondary characteristic Cleveland and the Midwest location likely increase participation from nearby states and drive markets.
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 National tax services firm Large practitioner organization with tax operations, software, training, and workflow buying relevance hrblock.com Director of Tax Operations, Training Director, Technology Manager Strong Market Fit, Attendance Not Confirmed
Jackson Hewitt National tax preparation firm Relevant buyer for tax workflow, training, compliance systems, and client communication tools jacksonhewitt.com Operations Director, Tax Training Manager, Practice Technology Lead Strong Market Fit, Attendance Not Confirmed
Liberty Tax Tax services network Relevant for operational tools, tax training, and branch-level practice systems libertytax.com Franchise Operations Director, Tax Operations Manager Strong Market Fit, Attendance Not Confirmed
Baker Tilly Accounting and advisory firm Mid-to-large advisory firm with professional tax teams and technology purchasing influence bakertilly.com Tax Principal, Director of Tax, Practice Operations Manager Strong Market Fit, Attendance Not Confirmed
BDO USA Accounting and advisory firm Tax practice leaders can influence purchases in research, workflow, and compliance support bdo.com Tax Managing Director, Tax Operations Leader, Technology Director Strong Market Fit, Attendance Not Confirmed
RSM US Accounting and consulting firm Relevant for tax technology evaluation and practice modernization rsmus.com Tax Director, Process Improvement Lead, Practice Technology Manager Strong Market Fit, Attendance Not Confirmed
CBIZ Accounting, tax, and advisory services provider Ohio presence and professional-services buying relevance make it a practical target profile cbiz.com Tax Director, Operations Director, Client Technology Lead Strong Market Fit, Attendance Not Confirmed
Cohen & Company Regional accounting firm Regional firm profile closely matches likely attendee composition cohencpa.com Tax Partner, Practice Manager, Workflow Administrator Strong Market Fit, Attendance Not Confirmed
Plante Moran Accounting and consulting firm Strong Midwest relevance and tax-practice buyer profile plantemoran.com Tax Principal, Tax Operations Manager, Innovation Manager Strong Market Fit, Attendance Not Confirmed
CohnReznick Accounting and advisory firm Relevant for tax advisory workflows, training, and client-facing compliance systems cohnreznick.com Tax Partner, Practice Innovation Director, Operations Manager Strong Market Fit, Attendance Not Confirmed
Current-year attendee, exhibitor, and sponsor lists were not publicly confirmed in the supplied event information. The organizations above are prospecting-grade buyer profiles aligned to the event audience, not confirmed 2026 participants.
5. Job Profiles, Industries and Event Type
Priority Job Title / Function Department Seniority Level Why This Role Matters
1 Owner / Firm Owner Executive Office Owner / C-Level Often the final budget authority in small and mid-sized tax practices
2 Managing Partner Executive / Practice Leadership Partner / Executive Drives platform selection, staffing, compliance strategy, and vendor approvals
3 Director of Tax Tax Director Key influencer for workflow, research, compliance, and training purchases
4 Tax Manager Tax Operations Manager Operational evaluator and implementation stakeholder
5 Practice Manager Operations Manager Strong buyer for workflow automation, CRM, document management, and client portals
6 Operations Director Operations Director Can sponsor process-improvement, scaling, and service-delivery tools
7 Technology Director / IT Director Information Technology Director Important for integrations, security, cloud tools, and software rollout
8 Training Manager / Education Director Learning & Development Manager / Director Relevant for CE content, staff enablement, and tax update subscriptions
9 Payroll Manager Payroll / Compliance Manager Relevant for payroll tax, filing, and compliance-related software decisions
10 Senior Tax Preparer / EA / CPA Tax Practice Senior Individual Contributor Heavy product users who strongly influence adoption decisions
Priority Apollo Industry Why It Fits the Event Best Buyer Use Case
1AccountingDirect core audience of tax and accounting firmsTax workflow, research, client portals, document tools
2Financial ServicesIncludes advisory and financial planning firms with tax-adjacent needsCompliance tools, secure communications, advisory support
3Information Technology & ServicesRelevant for firms buying implementation and support servicesIntegrations, managed services, cloud migration
4Computer SoftwareRelevant for tax software vendors and software-buying professional firmsPractice management, tax engines, automation tools
5Professional Training & CoachingEvent is education-driven and CE-orientedTraining subscriptions, tax education content
6Education ManagementApplies to professional education providers serving the tax marketCredential prep, CE management, learning platforms
7Legal ServicesTax controversy and legal-adjacent practices may overlapResearch, compliance, secure client communications
8Management ConsultingRelevant for advisory practices with tax transformation workPractice optimization, outsourcing, automation
9Business Supplies & EquipmentLimited but relevant for office workflow and print/document solutionsScanning, mailing, signing, office-process tools
10InsuranceSome firms evaluate E&O, cyber, and practice-risk coverageProfessional liability, cyber protection, business insurance
6. Estimated Attendance
Metric Figure Status Source / Basis Notes
Estimated total footfall Attendance figure not publicly confirmed by the organizer. Not Confirmed No verified 2026 public attendance count in supplied data Use attendee profile quality rather than volume claims for outreach planning
Exhibitor count Not publicly confirmed Not Confirmed Current-year expo directory not verified Would be useful once exhibitor prospectus or floor plan is published
Buyer count Not publicly confirmed Not Confirmed No official buyer segmentation count identified Event appears practitioner-led rather than a formal hosted-buyer format
Speaker count Not publicly confirmed Not Confirmed Current agenda detail not verified Speaker roster can help with sponsor and audience-quality validation later
Sponsor count Not publicly confirmed Not Confirmed Current sponsor page not verified Sponsors may provide useful buyer-adjacent ecosystem mapping
Historical attendance Historical / prior-year evidence not verified in this data sheet Historical Unknown Requires official prior-year brochure or post-event recap Recommended follow-up research item
7. Key Focus Areas and Buyer Engagement
Focus Area Typical Buyer Need Buyer Engagement Opportunity Relevant Supplier Offering
Tax compliance Accuracy, regulation updates, filing confidence Position solutions around reduced error risk and compliance efficiency Tax software, compliance content, review tools
Professional education CE/CPE-style learning and upskilling Offer subscriptions, training packages, and expert-led content E-learning, certifications, research subscriptions
Practice management Workflow visibility, deadlines, staffing, and standardized processes Show ROI through task control, turnaround time, and staff productivity Practice management systems, task workflow, CRM
Document management Secure collection, storage, and retrieval of client records Emphasize security, convenience, and tax-season throughput DMS, e-signature, portals, scanning, secure sharing
Client communications Reminders, status updates, onboarding, and retention Demonstrate improved response rates and client experience Messaging tools, portals, scheduling, engagement software
Payroll and filing operations Integrated payroll tax compliance and reporting Target firms expanding payroll or bundled compliance services Payroll platforms, filing tools, reporting systems
Cybersecurity and data protection Protection of sensitive tax and identity information Use compliance, breach prevention, and trust messaging Cybersecurity, MFA, encrypted storage, secure access controls
Digital transformation Modernizing legacy processes and reducing manual effort Focus on automation, integrations, and seasonal scalability Automation software, AI-assisted review, integrations, cloud tools
Lead Quality Assessment
Factor Assessment Explanation
Buyer relevanceVery HighAudience is specialized and professionally aligned to tax, compliance, and firm operations buying.
Decision-maker availabilityHighOwners, partners, directors, and senior practitioners are likely attendee profiles.
Data collection potentialMediumGood if exhibitor/sponsor/agenda data is released; limited at present without public attendee directories.
Apollo targeting potentialHighTax and accounting buyer personas are highly targetable by industry, title, size, and geography.
Geographic targeting potentialHighUseful for Ohio, Midwest, and national U.S. campaigns.
Best outreach approachHighEducational messaging, workflow ROI, compliance accuracy, and seasonal productivity resonate best.
Overall lead qualityHighNiche but commercially strong for firms selling into tax-practice operations and compliance ecosystems.
Best use caseHighB2B attendee list building, targeted outbound, sponsor prospecting, and buyer persona development.
Limitations / risksMediumCurrent-year public attendee and exhibitor verification is limited; avoid claiming company attendance without official confirmation.
Apollo.io Targeting Recommendation
Filter Type Recommended Filters Purpose
Apollo industriesAccounting; Financial Services; Computer Software; Information Technology & Services; Professional Training & Coaching; Education Management; Legal Services; Management ConsultingConcentrates on tax-practice buyers and adjacent service ecosystems
DepartmentsFinance, Operations, Information Technology, Education, Administrative, ExecutiveCaptures budget holders and operational influencers
SeniorityOwner, Partner, C-Level, VP, Director, Head, Manager, SeniorPrioritizes decision-makers and implementation champions
Job titlesManaging Partner, Firm Owner, Director of Tax, Tax Manager, Tax Principal, Practice Manager, Operations Director, IT Director, Training Manager, Payroll Manager, Enrolled Agent, CPADirectly aligns to likely attendee and buyer personas
GeographyUnited States; prioritize Ohio, Pennsylvania, Michigan, Indiana, Illinois, Kentucky; expand to nationalSupports local, regional, and national pre-event outreach
Employee size1–10; 11–50; 51–200; 201–500; selectively 501–1,000+Small and mid-sized firms are likely strongest fit, with selective enterprise accounts
Keywordstax preparation, enrolled agent, CPA firm, bookkeeping, payroll tax, tax advisory, tax compliance, tax resolution, practice management, client portalImproves account relevance beyond broad industry labels
TechnologiesTax software, document management, e-signature, client portal, cloud accounting stackHelpful for integration-led or replacement-led outreach
Revenue rangeSMB to mid-market ranges where availableBest for prioritizing firms with software and service budgets
Company typePrivate firms, partnerships, professional corporations, franchise tax networksMatches core event audience structure
Suggested Apollo Search Logic: (“tax” OR “tax preparation” OR “CPA” OR “enrolled agent” OR “bookkeeping” OR “payroll tax”) AND (“managing partner” OR owner OR “director of tax” OR “tax manager” OR “practice manager” OR “operations director” OR “IT director”). Narrow by U.S. geography and prioritize firms with visible tax, accounting, or payroll service lines.
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
National Association of Tax Professionals (NATP) Official organizer website Organizer identity and core market focus on tax professionals High
User-supplied event details Provided input Event title, city, state, country, venue reference, and event dates Medium
User-supplied event description Provided reference summary Attendee profile, event positioning, and solution relevance Medium
Public company and firm websites listed in sample buyer table Official corporate websites Organization existence and market relevance only High for company identity; not evidence of event attendance
Verification note: This data sheet distinguishes likely attendee profile and market-fit buyer targets from officially confirmed event participants. Current-year quantified attendance, exhibitor roster, and attendee directory details were not publicly confirmed in the supplied information. Suitable for B2B attendee list building and outbound targeting once official 2026 participant materials become available.

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