TaxRetreat 🥞🧇

We want to #TootYourHorn 🎺

If you’re registered for #TaxRetreat26, make sure you’ve filled out the form so we can give you your moment in the spotlight!

#TootYourHorn 🎺

Josh Youngblood loves tax, tech, and ethics. His superpower is diving into research rabbit holes and turning them into systems that actually work — because he knows nothing in tax really “only takes a minute.”

Dream trip? Museums, great food, history... sounds like #TaxRetreat26.

#TootYourHorn 🎺

Aaron Dickerson is the rider, leading the charge and taking risks. 🤠

He runs on curiosity and strong opinions. One of them? Don’t send a PDF of a spreadsheet.

He finds rhythm in chaos… and few things make him happier than checking something off a list. ✔️ #TaxRetreat26.

👉 www.cognitoforms.com/TheTaxTwitte...

Our EC has been hard at work behind the scenes, and we can’t wait to share what’s coming together.

The high-level agenda will be dropping soon!

Join us in San Antonio, June 3–6 for #TaxRetreat26. And bring your boots... we’re fixin’ to have a good time. 🌵🤠

We’ve got some big news in 3… 2… 1… 👀

A big Texas-sized THANK YOU to Xero for returning as our Title Sponsor for #TaxRetreat26!

We’re grateful to have them back… and hoping those cowboy hats make another appearance. 🤠

Thinking about sponsoring and putting your brand on something attendees actually keep and use? We should talk. 😉

www.cognitoforms.com/TheTaxTwitte...

Remember those great luggage tags from last year, courtesy of @mercury? ✈️
Not only are they good at banking — they give gifts that go the distance, too!

If you’ve still got yours, comment what team you’re on or drop a pic.
Bonus points if it’s traveled somewhere since Denver.

We get it. It’s tax season.
But you’re allowed to have a little fun, too. 😉

You deserve a shoutout.
Go fill out your #TootYourHorn and let us hype you up for #TaxRetreat26! 🎺

#TootYourHorn 🎺

Jeremy Stephens is ready to vacation anywhere with a solid pub. 🍺

You know him for the jokes, but he's also a storyteller. He likes making complex things simple and human — without dumbing them down.

Skip the no-agenda invites, reply-alls, and SALYs. 😅

See him at #TaxRetreat26!

#TootYourHorn 🎺

Kim Ritter is riding steady, keeping things balanced and moving, corralling the herd and executing behind the scenes like a pro. 🤠

During tax season, life feels a little like Groundhog Day.

At #TaxRetreat26, she’s down to talk all things pop culture — and eat brownies! 🍫

Let us know what you are thinking: cognitoforms.com/TheTaxTwitte...

There she is, the karaoke queen 👑 🎤
…and founder of do-io.tax

Denise makes sponsorship fun - she brought the slippers and volunteered to host karaoke.

At #TaxRetreat, sponsorships don’t come in a box. If you want to bring some cool swag, or do something fun and unexpected, we’re ready for it!

#TootYourHorn 🎺

Jeff Breeden loves a roadtrip — highways, hidden gems — anything off the beaten path.

He’s the observer (his superpower), the leader who handles problems, and just enough of the clown to diffuse things with humor. 🤠

We know he’s ready for Cards Against Humanity at #TaxRetreat26!

#TootYourHorn 🎺

@isabelgoldberg.bsky.social is chasing warm weather and thriving under pressure — barrel racing through deadlines & keeping a perfect poker face at the table. ♠️

This pic is a highlight of her favorites: travel, her hubby, and Miami Hurricanes pride.

See her at #TaxRetreat26!

100 days until #TaxRetreat, but who’s counting? 🫣

If you need a little motivation to get through the next few months, this might be it.

Register now and get it on your calendar.
www.cognitoforms.com/TheTaxTwitte...

Saddle up, y'all 🤠

We’re rolling out a brand-new event platform just for #TaxRetreat26 attendees — one place for updates, outings, conversations, and all the things you’ll want before, during, and after the event.

Stay tuned, details coming soon!

Registered? ✔️
Now it’s time to book your room at Plaza San Antonio Hotel & Spa!

Right near the River Walk and downtown buzz... but far enough to trade the noise for calm when it’s time to kick off your boots. 🤠

Don’t wait on this part.

👉 Book your room:
book.passkey.com/event/511679...

Have a new venture or app you’re ready to share on a bigger scale? Bring it to Tax Retreat! www.cognitoforms.com/TheTaxTwitte...

We love when our community shows up to support one another, especially when new ideas turn into real solutions. 💡

Like SchedulEase, built to help tax pros schedule prep work and control their workflow instead of letting it control them. Sounds like something our attendees can get behind. 😉

#TootYourHorn 🎺

Adam Markowitz loves a cruise, but in a no-budget fantasy, he’s nerding out across Europe.

These days, The Office" feels less like a sitcom and more like life... especially with every new hire. And please, no future episodes with a shoebox of receipts. 😅

See him at #TaxRetreat26!

#TootYourHorn 🎺

Karl Strube is wearing all the hats at the rodeo including lookout, roper, barrel racer, & announcer. 🤠

He’s got super-sensitive hearing and says there’s already too much noise… especially the “AI is replacing accountants” chatter. 🙄

We can't wait to see Karl at #TaxRetreat26!

Sound like a nice upgrade from cold February temps and tax season stress?

You might want to click this 👉 www.cognitoforms.com/TheTaxTwitte...

San Antonio fun fact ✨
In June, San Antonio averages highs in the mid-90s and lows in the mid-70s. That means warm days, balmy evenings, and perfect patio weather. ☀️

Want to see for yourself? 🤓
www.cognitoforms.com/TheTaxTwitte...

All smiles, no booth blues. 😄

Here’s Katie from TaxDome doing sponsorship the right way — connecting, jumping into conversations, and actually enjoying the event.

That’s the energy we love: companies who show up with the community, not just to the event.

Her secret talent? Pro-level Tetris packing. Cars, suitcases, logistics… she's got it handled.

Fuel her with a good cup of coffee and a plan, but do not come in hot with a “quick question” that “only takes a minute.” You’ve been warned. 😅

#TootYourHorn 🎺

Next up for #TaxRetreat26, we’re tooting it for @jennieaw.bsky.social — a lover of history, spas, great food, and unique adventures, with a deep appreciation for knowing exactly where everything is at all times.

Registered for #TaxRetreat26? Don’t forget to fill out your #TootYourHorn so we can properly hype you up! 🎉

At the rodeo, she’s the rider, the wrangler, and the clown — leading boldly, corralling chaos, and diffusing tension with humor when things get wild. She’s ready to saddle up, and we can’t wait to see her in San Antonio. 🤠