TaxRetreat 🥞🧇

@DebFoxFinancial @AccountantsCook This is year four!

@AccountantsCook @taxretreat Looking back and wondering- is this year 4 for @taxretreat ?

If you're coming to the #TaxRetreat26, you will not want to miss out on the Small Group Dinners event on Thursday night, June 4, 2026. Here are a list of the restaurants we've selected and the link to sign up. accountantswhocook.com/tax-retreat-20… #TaxTwitter @taxretreat

The full #TaxRetreat26 agenda is here. 👀🤠 Go ahead and start plotting your days, planning your side quests, and figuring out how you’re going to be in three places at once. 😅 It’s mostly final. Probably. Unless a little human chaos sneaks in between now and San Antonio. 😉

Big thanks to our Friends of Tax Retreat supporters for being part of #TaxRetreat26. 💛🤠 Shoutout to Do-io, Retirement Tax Mapper, 401k Tax Analyzer, and Anchor for supporting the Retreat community this year. 🎉

Y'all, come on. Our little Retreat is getting a visit by the National Taxpayer Advocate. 🤯 This is awesome and let's give credit to @SparkleCate who is in charge of our incredible educational program, including bringing Erin Collins to talk with us. #TaxRetreat26 @taxretreat

We’re incredibly honored to share that National Taxpayer Advocate Erin Collins will be joining us at #TaxRetreat26. 🌟 She has been an important voice for @IRStaxpros and taxpayers through some extraordinarily challenging moments in tax administration. We’re deeply grateful to bring her perspective into an intimate setting focused on conversation, collaboration, and community. 💙

#TootYourHorn 🎺 Erika Mynes wears many hats… including this Snapchat-filter cowboy hat, despite being a NY girl. 😉 She’s building an empire by day, managing a small circus by night, and holding it all together with coffee, dry humor, and sheer audacity. Loves good music, checking something off a list, and hugs from her kids. See you at #TaxRetreat26, Erika! 🤠

#TootYourHorn 🎺 @parkerjlathrop’s dream vacation? A flight to Japan for powder skiing, relaxing in onsens, and eating all the salmon sushi rolls. 🎿🍣 His superpower is staying patient in almost every situation… except maybe when there’s no signed EL, no payment, and somehow an expectation that the taxes will still get filed. 😅 We can’t wait to see Parker at #TaxRetreat26!

Know what’s really exciting? In two short little weeks, whole bunch of #TaxTwitter friends will be packed up and on their way to San Antonio for @taxretreat. Gonna get to see some of y’all sooner than that. Hurry up, already!!!!

Big thanks to @Xero for helping bring this session to #TaxRetreat26.

We’re excited to welcome @HSatterley to #TaxRetreat26 for the first time! 🎉 Heather will be joining us on Friday, June 5th for: 💬 The CAS Craze is Real: But CAS is More than a Buzzword 💬 Better Together: Building Partnerships Across Professions If you know Heather, you already know these sessions are going to bring real insight, practical ideas, and probably a few truth bombs too. If you don’t know her yet… get ready. 🤠🐴 We’re thrilled to have her in San Antonio this year!

One of my absolute favorite @taxretreat traditions is the Small Group Dinners. It’s like “Guess Who’s Coming to Dinner” but with future friends! We make the reservations, you pick your top choices, and, poof, you’re sitting at a table with good food and great people.

@NeeleySadler We will miss you 🥲 but absolutely take care of yourself first! 🫶

Both sad and exciting news. I have to cancel my #TaxRetreat26 trip (that's the sad part) because I'm having neurosurgery (that's the exciting part). Those of you that were at the retreat last year heard my back surgery story delivered as a cautionary tale. The moral being: take care of yourself! Well, after three spinal surgeries and damaged nerves, I'm finally having neurosurgery (1 of at least 2). Surgery is June 4th; wish me luck #taxtwitter!

Just over here wondering who @DailyTaxMemes is and if we will finally find out @taxretreat?

Community makes all the difference. 💛 At Roundtable Labs, we share ideas, talk through issuess, celebrate wins, and support each other along the way. When one person grows, the entire community gets stronger. That’s the power of a supportive network and collective growth! 🌱

Happy Friday! If you know a CPA, EA, bookkeeper, or anyone running a firm who could use a good community, tell them about TCR. Peer support, live sessions, and CPE & CE all in one place. Members get a free month for referral 👉 thecollaborationroom.co thecollaborationroom.co

Launch Your Firm is like Jason Staats' in person events and it's: ✌️ DAYS long 🧊🔥 Includes cold plunge & sauna 🤙 Lots of time to build relationships and hang out 💪 Geared for small firm owners And it's two weeks away! It's not too late to join us in Salt Lake City. Turn it into a vacation since the event is Thursday - Friday. Reply if you want more info or have any questions!

⚠️ If you need to stay outside of the official 6/3–6/6 dates and don’t see availability through our room block link, go ahead and book the 3 main retreat nights first. Then hop into the Retreat Network to see how to handle extra nights and extensions.

Last day to book your room at the group rate for #TaxRetreat26 🚨 Lock it in now, partner. 🤠 You’ll get: ▪️ 20% off parking ▪️ 20% off spa services ▪️ And most importantly… you’ll be right where all the action is! Book your room here: book.passkey.com/event/51167963…

So while we're all coming to the realization that #FrenchToast is superior to #Waffles and #Pancakes, let's also debate if it's "Gray" or "Grey." #TaxTwitter