TaxRetreat 🥞🧇
@taxretreat
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2024 TaxRetreat will be in Chicago, IL July 19-20 The Anti-Conference for TaxTwitter to connect beyond the keyboard!
Chicago, IL
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Hey
#TaxTwitter
It’s official. The retreat will be held August 11-12th at the Catbird Hotel! Details can be accessed here: check it out!
@AccountingAsArt
@AtlantaTax
@fintaxdude
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We are soooo excited to be coming to Chicago July 18-20 next summer to sizzle, play ball and debate the merits of pancakes and waffles!!!
Now, where are we staying? Suggestions welcome!
@MyCPAAccounting
@seattle_tax
@wifemomcpa100
@cbriancpa
@SparkleCate
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#TootYourHorn
No.34: The Accountant Who Cooks
@cbriancpa
!
A lifelong-longhorn fan, Brian has found his footing with a new football franchise, Austin FC ⚽. (Go Trees?) If you are in for the
#TaxRetreat
tattoo party, he's your go-to guy! Plus he has the
#BiggestHeartEver
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#TootYourHorn
No.28: The Millennial Boomer
@cordes_tax
!
While Matthew may say his most important, challenging and rewarding experience is being a husband and father, at
#TheRetreat
, he is up for anything...at least as long as it doesn't involve potty training!
#PottyTimeExcellent
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It is confirmed there will be another retreat next year. Stay tuned.
#TaxRetreat
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#TootYourHorn
No.38: The Snarky AF
@seattle_tax
!
Another someone who needs no introduction, Ashley's superpower is dreaming up million dollar ideas. Her Kryptonite? Trying to do them all. She's got an unbel-eaf-able love of plants, and is totally AI-mpressed with all things AI.
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#TootYourHorn
No.74: Not That Karen
@korlando2251
!
Word on the street is Karen plans the most ambitious road trips! When she's not out and about, she's hanging out with her kids, going on mom hikes and playing with
#TeamPikminBloom
! And she is a self proclaimed expert goofball!
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🎉
#TaxTwitter
!!
We're thrilled to announce that The Drake Hotel will be our spot this summer in Chicago! Get ready for an awesome time in a place that's close to all the action.
The room block link will be available early next week, so stay tuned!
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No.83: The Adorably Unfiltered
@IraGilligan
!
If not the
#SALTy
CPA, Sabrina would be helping rich people pick out furniture or shining as a marathoning badass. But what impressed us is her use of "multi-state" and "love" in the same sentence!
#PassTheSalt
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#TootYourHorn
No.30: The Luminary
@adammarkowitzea
!
Retired cable news star, Adam now enjoys the occasional lazy Saturday spent doing absolutely nothing with some whiskey, comfy pajamas, and his person. His goal for
#TaxRetreat24
: to make it to the table for
#CardsAgainstHumanity
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#TootYourHorn
No. 1: The fantabulous
@AccountingAsArt
!
She's one of the founders of TaxRetreat and we could not thank her more for helping to bring us all together!
Mary's Superpower: She is AMAZING at finding things to love about people! (And, apparently, 🐶dogs!)
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#TootYourHorn
No.101: Burn It Down
@ToriMcKee6
!
A beautiful gem, Tori turns empathy and finding comfort in being uncomfortable into a superpower allowing her to make others feel connected. She thrives off helping friends find their lane. And we cannot wait to see the new tattoo!
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#TootYourHorn
No.27: The man, the legend
@MikeSyl36625988
!
It would be hard to find anyone better at putting together a
#TaxTwitter
survey than Mike! This guy is an ace explaining complicated things in an easy to understand way. His bio says he wants to retire...maybe...someday.
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#TootYourHorn
No.71: The Dashing
@ajthecpa1226
!
If AJ wasn't a super
#smart
CPA, he'd be zooming around in super speedy
#cars
, dreaming of his F1 debut. His listed his superpower as "The uncanny ability to..." Gosh AJ don't leave us hanging; inquiring minds wanna know!!
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#TootYourHorn
No. 35: Crazy Cat Lady
@taxlady04
!
Don't judge Denise by her Twitter profile; she's not just
#grumpy
, she's purr-fectly passionate about cats. She's also leading the charge to extend the 4/15 tax deadline. Denise, you're the cat's meow to all of us!
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#TootYourHorn
No.17: The dazzling
@wifemomcpa100
!
When she's not moving mountains to help organize
#TaxRetreat
, charming audiences from the stage, or otherwise being a rockstar, Nicole can be found cooking or watching horror movies with the hubs while
#TheKid
vacuums. Love ya!!
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#TootYourHorn
No.9: The Content Creating
@logangraftax
!
Does Logan even need an introduction? We all know his lovable mug and appreciate his serious wit on the
#TaxTwitters
. It's no surprise that if he could quit his day job as a CPA, YouTubing would be his full time gig.
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Folks….the first
#TaxTwitter
retreat is coming to you from Denver, CO in August of 2023. More details to follow!
@AccountingAsArt
@AtlantaTax
#taxtwitterretreat2023
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#TootYourHorn
No.39: Super-Dad
@KJSAcct
!
Karl’s world adds up perfectly with his roles as an amazing husband, father, and CPA. But there’s more to this finance whiz than meets the eye! He has recently taken up piano as a new hobby. Ready for the
#TaxTwitter
sing along?🎹
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Super excited to launch the new
#TaxRetreat24
Website!! Registration and more details for the
#TaxTwitter
event of the summer are coming soon!
@MyCPAAccounting
@seattle_tax
@wifemomcpa100
@cbriancpa
@SparkleCate
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#TootYourHorn
No.36: Tree Hugger Extraordinaire
@PKubeyEA
!
Although a current Enrolled Agent, Phyllis's dream job would be a zen master spiritual guru. She delights in long walks in nature
#PikminBloomAddict
, soothing massages, and spreading positivity wherever she goes!
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#TootYourHorn
No.100: Puntastic
@SparkleCate
!
Catharine has rosé to the occasion tooting for her
#TaxRetreat
besties-it's her new favorite hobby! If one could make a career out of her superpower, telling dad jokes, it would be the one for her. Same here, it's just how eye-roll!
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#TootYourHorn
No.73: Perfectly Positive
@JLoBeanCntr
!
It's always fun to meet another expert napper and Jen's talents don't stop there—she loves to hike first and then take a nap! If not a CPA, she'd be an archaeologist, probably sneaking in a nap in between amazing discoveries.
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No.21: Master of Pivoting
@andreamacdcpa
!
Andrea knows that there is no substitute for real life experience: "until you've had to live it, implement it, or create it, you don't really KNOW." Tell you what, this gal is positively positive!
#PositivityIsASuperPower
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#TaxTwitter
Happy Hour celebration of April 16th!
We made it!!
@BkkprGal
@khayden5
@HerschbeinCPA
@BillKinneyCPA
@JLoBeanCntr
@NeverCallMeRich
@scotchua
@CBiondolillo
@LisaNiser
@cbriancpa
@SparkleCate
@EnyaSpicer
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Talk about a
#TootYourHorn
! We are super jazzed and pulling out a big ol' bull horn to announce that
@Intuit
has ponied up to the plate as the Title Sponsor for
#TaxRetreat
!
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#TootYourHorn
No.76: The Big Hearted
@Eligabiff
!
When Elizabeth isn't being a kickass mom, she's daydreaming about adult conversations or gushing over her favorite novels. Or maybe she's reveling in the joy of buying her dream home and owning a pair of John Fluevogs.
#CoolShoes
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#TootYourHorn
No.29: Fab Foodie
@canediver
!
Night owl Isabel gives you the straight up facts and corrects your grammar and you will love her for it! Possibly because she'll be doing it in fuzzy slippers. And Dang! She's been scuba diving in the Red Sea?!?
#BadAss
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#TootYourHorn
No. 40: The Bee-utiful
@MeganTarnow
!
Passionate about non-profits and "rock solid financials," Megan leads with stoic grace. She also has a soft side, nurturing her backyard fruit trees! And don't forget her superpower: being a
#GirlBoss
, obviously!
#Duh
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#TootYourHorn
No.91 :
#BTG24
Great,
@RCrabtreeCPA
!
When Randy's not making the tax world a better place, he's traveling, cheering on da Bears, and hanging out with his family. With a love for firm culture, networking, and
#conferences
, we hope
#TaxRetreat
has you bear-y excited!
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#TootYourHorn
No.73:
@CPAJeff
Creativity and brains! On his time off, Jeff blows off steam by playing trumpet with his friends, keeping his sanity in tact during tax season. He also loves hanging out with his wife, eating, sleeping, traveling... everything under the sun!
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#TootYourHorn
No.53: The "annoying as crap"
@BrianDavisTax
!
Brian has many hobbies...he likes bikes, bicycling and bike rides. His dream job...bicycle rider. He is "excited to meet people at
#TaxRetreat
, pick their brains and steal their ideas". We are excited to meet you too!
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#TootYourHorn
No.65: Ta-da! It's
@vheckman
!
Lighting up the main stage, Valerie is a public speaking pro who inspires us to practice enthusiasm for positive social change. She’s spending her free time cooking up an elaborate meal for friends and family.
#WelcomeToTheTable
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#TootYourHorn
No.31: The Social Flutterby
@bsuecannon
!
Positively positive gardening goddess Brenda lives to hang with her hubby & friends. Hardest thing she's ever done: hike the Grand Canyon Rim to Rim in a single day! That's like a marathon but climbing stairs!
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#TootYourHorn
No.42: The Dazzling Queen
@WatsonJennie5
!
One half of a dynamic duo, Jennie loves spending time with hubby
@tallycpa
, wielding her organization skills and making new friends. And while her dream job might be becoming a princess, she's already a
#queen
in our eyes❤️
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#TootYourHorn
No.93: Wowzers
@JessBirken
!
Tired of Minnesota winters, Jess invented 'F*ck Off February' to escape to sunny spots for work. Jess we like the way you think. When she’s not planning getaways, she’s reading, gardening or daydreaming about meeting all the
#Tweeps
IRL!
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#TootYourHorn
No.99: Hoot & Holler it's
@EnyaSpicer
!
Enya's kickin it as an accidental business owner and a self-proclaimed chatterbox who could gab about all things Georgia all day
#GoDAWGS
! In her dream world, she'd be a reality TV star with her own show!
#KeepingUpWithEnya
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#TootYourHorn
No.47: Mom Boss
@MunozKatie1938
!
Talk about patience and grit, Katie is a supermom of 6 AND runs a tax firm...we totally look up to you! In her free time, she loves to relax by the pool and is a passionate volleyball coach – she
#serves
it all!
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#TootYourHorn
No. 72:
@lilytrantax
When she has a Saturday all to herself, Lily is glued to crime scene investigation shows or meeting Doug Baldwin at a Seahawks game—both equally thrilling! Even though she can't join us at
#TaxRetreat
, we're still happy to meet you, Lily!
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#TootYourHorn
No.70: Organizer Extraordinaire
@StephanieZaide
!
When Stephanie isn't collecting passport stamps with her globe trotting travels, you can find her pulling tarot cards, gabbing about astrology, or—wait for it—practicing her superpower: folding fitted sheets!!
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#TootYourHorn
No.84:
@tailor_hartman
!
Lover of all things sporty and outdoorsy, Tailor recently tackled the ups and downs of a multi-day trek through the Salkantay pass to Machu Picchu. This guy can't wait for the friendships that will blossom at
#TaxRetreat
!
#OMGItsNextWeek
!!!
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#TootYourHorn
No.94: The magical
@beezus51
!
Amanda went from chemist to patent lawyer to financial advisor, and now has her
#DreamJob
in the tax world! When she's not navigating taxes, she's navigating waters with her local sailing club and prepping for the
#ATX
half marathon!
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#TootYourHorn
No.64: The Otterly Magnificent
@OhMalarkey
!
Cindy's hobbies are totally envy-worthy: she loves sailing and is a board game master. Who's ready for game night at
#TaxRetreat
? She also loves travel planning for Italian adventures and is part of
#TeamPikminBloom
!
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#TootYourHorn
No. 13: The original
#FridayFunny
@J_Stephens_CPA
!
Jeremey will be planting flowers all over town with his
#PikminBloom
crew and would be thrilled for more friends to join in on the challenge! There may or may not be some serious dad jokes on those walks!
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#TootYourHorn
No.99: Mob Boss,
@taxgirl
!
When Kelly's not turning complex info into bite-sized bits, she's elbows deep in her garden with a giant mug of coffee. And she loves making every trip with her kids the trip of a lifetime! Who's ready to go gangster style at
#TaxRetreat
!
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#TootYourHorn
No.50: The Cuter than a Cupcake
@mindycpa
!
Mindy's superpowers extend beyond QB mastery—she's super athletic, dominates shopping sprees, and even secured a silver medal at the US Open Pickleball Championships! Girl, the summer Olympics are coming up...
#NoPressure
!
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#TootYourHorn
No.23: The campfire singer,
@RoamstheRange
!
In another life, Michael would have been a traveling troubadour. In this life, he spends as much time camping, hiking and backpacking as he possibly can, often with his guitar in tow. Who's up for a
#TaxTwitter
singalong?
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#TootYourHorn
No.85:
@DebbieLynne57
Even though Debbie spends most Saturdays doing lawn work, she'd rather be toes deep in the beach sand. Her dream job? She's been living it for 38 years in accounting and tax prep.
#AWWW
She loves tidying up messy bookkeeping!
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#TootYourHorn
No.45: The never boring
@Soccer_CPA
!
Scott is a dedicated and proud
#DogDad
who also happens to be a talented soccer player. He approaches life with a "yes, and..." attitude and believes that success comes from being flexible...after all, life's just improv anyway.
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#TootYourHorn
No. 12: The "terrible-Bravo-show-binge-watching"
@jessicayox
!
If Jessica jumps ship on accounting, you will probably find her playing Supermarket Sweep as a Shipt Shopper! No email, no set schedule, get to spend other people's money...what's not to love?
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#TootYourHorn
No.2: The charming
@kellie_parks
!
Kellie is a mastermind of using cloud accounting tech to take on any accounting super villain.
When she's done saving the day, you'll find her snuggled up with a mystery book and just about the cutest Aussie pups you've ever seen!
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#TootYourHorn
No.51: The Smoking
@jasonacct1978
!
Jason can't stop grilling and chilling with his love for grilling meat, beer, and sports...he declares that cooking is his superpower. But we think his real superpower is being a 3-time girl dad and a top-notch CPA!
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#TaxTwitter
! Join us in the heart of the Windy City for your 2024
#TaxRetreat
. Registration is now open!
Big thanks to
@MyCPAAccounting
@seattle_tax
@wifemomcpa100
@cbriancpa
@SparkleCate
and all the other volunteers working to make this happen!
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#TootYourHorn
No.98: Can You Dig It
@hustleyourtweet
!
On weekends Jonathan is revving up his motorcycle and riding out to the Texas Hill Country. While he can't wait to share ideas and make new friends at
#TaxRetreat
, he also wants to chatter about his new hobby, growing plants!
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#TootYourHorn
No.48: The ever energetic
@MarkSGallegos
!
A guy that always sees the glass half full, Mark is a strong team player and partner at his firm who is always leading with passion. He loves to play golf and is tee-rifically excited to meet new people at the
#TaxRetreat
!
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C--H--I--C--A--G--O!!!
Planning on hitting things out of the park next summer! Working on the best lineup for
#TaxRetreat2024
!! Let's play ball!
#TaxTwitter
🌟News Flash
Hi
#TaxTwitter
!
Our tax retreat destination is set, and we're heading to the vibrant city of Chicago! 🏙️ We're eager to know: what's your favorite thing about Chicago? Share your must-visit spots and activities with us!
Stay tuned for updates – follow
@taxretreat
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Hard to believe that only three weeks ago we were getting on planes from all over the country to come together for community, learning, and Cards Against Humanity. (Shout out
@EnyaSpicer
for capturing these amazing moments!)
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🙌 Cheers to
@FreshBooks
for sponsoring the Tax Twitter Retreat as a Titan Sponsor!
#TaxTwitter
#TaxRetreat
#FreshBooks
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Hey
#TaxTwitter
! The topics we will cover at the retreat will be technology and attracting/retaining talent in our profession. For those who would like to help out, please reply here or shoot us a DM to talk next steps. Thank you!
@AccountingAsArt
@AtlantaTax
@fintaxdude
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#TootYourHorn
No.69: Lover Not A Fighter
@DebbieLynne57
!
Lover of the Detroit Tigers even when they let her down. Lover of cleaning up messy bookkeeping. Lover of being at the beach. And Debbie is a lover of a nice cup'o
#TaxTwitter
instead of coffee first thing in the morning!!!
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Big shout out to the
#TaxRetreat
committee chairs!!!
@clintbowers25
Sponsorship
@liz_farr
Education
@PurelyNumbers
&
@TheNFTCPA
Event Planning
@IraGilligan
&
@EnyaSpicer
Engagement
@MyCPAAccounting
@seattle_tax
@wifemomcpa100
@cbriancpa
&
@SparkleCate
are pumped to have you!!!
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#TootYourHorn
No.58: The Multi-talented
@BkkprGal
While she used to be part of a K9 search and rescue team, if Dena could choose any career, she'd be a marine biologist or surgeon. But what really impresses us is her ability to do nothing all day and still get home after dark.
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#TootYourHorn
No.8: Coach
@BrianWolfe6
!
This guy spends his spare time as a volunteer coach for a championship-winning high school rec basketball team! And he's a bigtime Baltimore birdwatcher who loves ravens and orioles.
Oh, wait, was he talking sports teams?
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Thank you for these kind and supportive words.
And you,
@MikeSyl36625988
, were part of that group of volunteers. You gave your time and effort and love. We thank you for that!! And a huge thanks to all those who chipped in on stage and behind the scenes. ❤️
Major breaking news.
The second annual
@taxretreat
is over.
This was another absolutely incredible event. I have been involved in public accounting for 20 years. The best two live events I have ever attended, were the 2023 and 2024 tax retreats.
Karena and I have been home
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#TootYourHorn
No.5: The toe-tapping
@NancyLuisa
Nancy's performance with The Fabulous Ladies of Fitness (her fake 80s jazzercise dance troupe) at Chicago SummerDance for 400+ people was possibly the highlight of her life. What can we say-Girls Just Wanna Have Fun!
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#TootYourHorn
No.25: The Second-Biggest Loser,
@PattyFo88033144
!
No Mean Girls here. Patty's firm did a Biggest Loser for tax season this year and she came in 2nd! This woman says her superpower is her willingness to put in the time, and it shows. Congrats on your loss, Patty!
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Just took a looksee and are super pumped that we have over 100 fab
#TaxTwitter
friends registered for
#TaxRetreat
in Chicago this summer! So excited to see old friends and make new connections over some pancakes and waffles and mimosas and omelettes!
#AllAreWelcome
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Hey
#taxtwitter
- we are happy to announce that the first taxtwitter retreat will be in Denver! Now, we need input on hotels. Here’s what we’ve found downtown per google. You got a suggestion? We’re all ears! Cc:
@fintaxdude
@AccountingAsArt
@AtlantaTax
Grand Hyatt
43
Le Meridien
31
Hyatt Regency
26
Hell No! Comment Below
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#TootYourHorn
No.59: The Powerhouse
@mdeepe80
!
Ex-engineer and current CPA, Matt is not only super smart but super
#strong
. After two years of hard work, he crushed his goal of lifting 200kg! 🏋♂️ (Is that a lot?) Superpowers: strength, discipline, and converting kg to lbs!
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#TootYourHorn
No. 1: The fantabulous
@AccountingAsArt
!
She's one of the founders of TaxRetreat and we could not thank her more for helping to bring us all together!
Mary's Superpower: She is AMAZING at finding things to love about people! (And, apparently, 🐶dogs!)
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#TootYourHorn
No.78: High-styling
@uzayrkoshul23
!
A recent grad, Toastmasters legend, and one part CPA-certified, Ahmad is pumped for the world of accounting! He loves to talk cheesecake, pie and other not-too-sweet sweets in any number of languages. You had us at cheesecake!
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#TootYourHorn
No.55: The globe trotting
@couvsteve
!
Steve’s hobbies are super relatable—soaking in the hot tub and sipping cocktails. Who could ask for more? When he's not living the leisure life, he's a devoted husband and super dad... he also does "financial stuff".
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#TootYourHorn
No.24: The Tax Lady of the 410
@MDtaxacctnt
!
We have another birdwatcher in the house, uh, Ravens fan! Summer says her superpower is multi-tasking and that Saturdays are for catching up on tax news and tech. But we know she's also here for
#TaxTwitter
fun & fiends!
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#TootYourHorn
No.75: Ahoy there, it's
@ando_arashi
!
After 20 years in the Navy, Andrew set sail on a new career as a financial and tax guy. Not a sports fan, he does love meticulously pruning tomato plants and cherishing the QT with his girls. And annual trips to Japan-wowzers!
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#TootYourHorn
No.86:
@TheNFTCPA
A finance fanatic with a flair for business and current events, Alex can't wait to meet everyone at
#TaxTwitter
. His greatest achievements? His kids and family. In his free time, he loves racing to the TV for some NASCAR!
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#TootYourHorn
No. 49: Excel formula wiz
@aaronatxcpa
!
Aaron gets fired up about music: 80's rock, 90's country and hip-hop of the aughts.
#AaronFM
? Start up a convo about city design and you might be able to find out about his super-secret tattoo of the Chicago skyline!
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#TootYourHorn
No. 37: The Quasar Cowboy
@NeverCallMeRich
!
A self-proclaimed accidental author and accidental public speaker. How one becomes a
#badass
by accident remains a mystery. When not unintentionally impressing us, Richard will be hanging at home with his cats!
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#TootYourHorn
No.79: All You Need is Love and the
@wlthyaccountant
!
If the sky was the limit, Keith would be an author of all the genres. Here on Earth, he's finding a cohesive whole from disparate things, thriving on using big words, and high-fiving monkeys!
#AlwaysWantedAMonkey
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#TootYourHorn
No.6: The Jet-setting
@PeteMartinsen
!
Fresh off a ten-day European vacation, Pete has decided to follow it up with a few days with his
#TaxTwitter
buds in Chicago! We cannot wait to get to know more about this Detroit Lions fan from South Florida.
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We are SEVEN WEEKS out from
#TaxRetreat
in Chicago!
In the spirit of fostering authentic connections in a disconnected world, we will be shining the spotlight on some of y'all! Break the ice, stop by and say hi! We can hardly wait to meet you for reals!
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#TootYouHorn
No.15: "Oh yeah, that guy"
@Campbell_Tax
!
Our man Andrew has recently become a die-hard Seattle Storm trooper and he dabbles in board game design. We are certain that he will come away from the retreat with some new
#TaxTwitter
business besties!!
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#TootYourHorn
No.14: The War Damn Eagle super fan
@clerrrrk
!
Volleyball, SoulCycle, tennis, CrossFit, or Olympic weightlifting? Your pick and Clark will meet you there! He is embarking on the solopreneur journey and looking for the best
#TaxTwitter
friends we can be!
0
1
33
#TootYourHorn
No. 32: Captain of Chaos
@FSteinCPA
!
When he's not chasing his dream of becoming a professional comedian (
#DontQuitYourDayJob
), Fred is wither stirring the pot or fangirling over the Jets and Yankees. Oh, and he's also casually building a super successful firm...
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📢 Thanks to
@CPAcom
for sponsoring the Tax Twitter Retreat! It's going to be an unforgettable time. 🙌
#TaxTwitter
#TaxRetreat
#CPAcom
0
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#TootYourHorn
No.82: The Dapper
@lena_allouche
!
Lena has a knack for finding the best designer clothes and shoes on sale—it's almost like she's like a fashion detective. In addition, she loves horses, the Astros and mastering the oven! Time for the Great
#TaxTwitter
Bake Off!?!?
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2
33
#TootYourHorn
No.105: The Delightful
@Taxsavvyjessica
!
On any give Saturday, Jessica would be hitting up a farmer's market or craft fair. She's got an awesome outlook and embraces ADHD as a superpower that lets her hyper focus and get stuff done! And coming soon:
@TaxReview2Do
!
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Bringing the
#TaxRetreat24
energy!
@SparkleCate
@seattle_tax
@MyCPAAccounting
@cbriancpa
and
@wifemomcpa100
are ready to reunite in Chicago with amazing
#TaxTwitter
friends!
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#TootYourHorn
No.3: The wicked smart
@keithkenez
!
This guy is a gamer! As a Board Game Arena contender and craps aficionado, Keith can roll dice with the best of them. We can hardly wait to see what he does when we pull out the Cards Against Humanity!
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#TootYourHorn
No.60: The magical
@kristena14
!
With a passion for Broncos, books and boarding, Kristena is well-rounded and well
#Traveled
. She just wrapped up a trip to Denmark, Sweden, and Norway and decided Chicago was next on her bucket list. It must be the pizza!!
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