About the event
Born from the vibrant #TaxTwitter community’s desire to connect beyond the keyboard, The Tax Retreat returns for its fourth year — and this time, we’re headed to San Antonio.
This isn’t your typical accounting conference.
The Tax Retreat is proudly the Anti-Conference — intentionally small, community-driven, and built around real connection. Here, camaraderie reigns supreme, conversations don’t end when the session does, and fun is not optional — it’s foundational.
Enjoy spending time immersed in:
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Engaging, practical education sessions
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Candid conversations about the profession
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Opportunities for aspiring speakers to take the stage
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And genuine community that lasts long after the event ends
The Tax Retreat exists to foster belonging, amplify diverse voices, and create meaningful connection within the tax profession. This is the space for tax forward professionals from preparers and lawyers to bookkeepers and educators find a space to learn, share, laugh, and grow.
Find Your Place.
Connect with Your People.
Spark? Kindle? Ignite? Fuel? Sharpen? Your Purpose.
Don’t just attend a conference — be part of a community.
Secure your spot and join us for an unforgettable Retreat.
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Plaza San Antonio Hotel & Spa
This is where the retreat actually happens. Not just the sessions, but the conversations before them, the decompression after them, and the late-night “wait, let’s talk about that” moments. Booking here keeps you close to the people, the energy, and the parts of the Retreat that don’t make it onto the schedule.
Your 2026 EXECUTIVE COMMITTEE
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Catharine
Drake Madeley
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Karen
Orlando
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Brian
Streig
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Adam
Watson
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Richard
Roppa-Roberts
2026 sponsors
BEcome a Sponsor
Want to be part of the most talked-about (and least buttoned-up) event in the industry? The Tax Retreat isn’t your typical conference. That’s exactly why your brand will stand out here. When you sponsor, you’re not just slapping your logo on a banner; you’re joining a community that values connection, creativity, and showing up as your real self.
Let’s create something memorable together!
CONTACT
To contact the 2026 Tax Retreat Team,
send us an email at taxretreat@gmail.com.