Tax Retreat

Tax Retreat "Welcome to the Tax Retreat – the Anti-Conference for Tax Pros! We’re here to bring the tax community together beyond the keyboard.

Formerly known as the , we create a space to connect, learn, and grow without the stuffy conference vibe

06/01/2026

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Vishal Talreja is down for a cruise or revisiting a favorite city — as long as there’s a new place to stay and a new view to enjoy. 🌎🚢

If he could have one superpower, he’d choose Spider-Man’s webs so he could swing across the city instead of sitting in traffic. 🕷️

He loves a good cup of milk tea and making friends. In his words, he’s a social animal who’d “die if no one was there to talk to all day.” 😂

Good thing we’re headed to !

06/01/2026

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Tamra Helton wears a lot of hats at the rodeo — rider, announcer, spectator, and Fix-It Crew. 🤠 One thing's for sure: she’s got the energy to make things happen fast.

Fittingly, her secret hobby is Texas Hold’em poker. ♠️ And pictured here, she’s painting cowboy boots at Paints & Pints with two of her favorite people — her daughter and husband. 🎨👢

We can’t wait to see Tamra at !

06/01/2026

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AJ Campo — CPA by trade, serial overthinker by nature. 😄

His dream vacation is all about rest and relaxation: spa days, peace and quiet, naps, and a nice bubbly water.

He can turn chaos into clarity and has absolutely weaponized sarcasm during tax season. If he could have one new skill? Cloning himself. 👀

See you at , AJ!

06/01/2026

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Jessica Wise keeps things balanced and moving, living by the motto: “Where there’s a will, there’s a way!” 🤠

She’s got great intuition, loves checking things off a list, and has a hidden talent as a hairdresser. If she could snap her fingers and learn a new skill, she’d be playing the piano. 🎹

We can’t wait to see Jessica at ! 🎺

05/31/2026

A special shoutout to our Mini Sponsors for helping make possible. 💛🤠

Thank you to:
▪️ Juniper Legacy Tax Advisors
▪️ Apple Blossom Tax Service
▪️ JoshAndTaxes.com
▪️ Fix Your Firm
▪️ Jeff Breeden
▪️ Brand-itude
▪️ Kristena Malmgren

We appreciate your support and being part of the Retreat community. 🎉

05/30/2026

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Katie Munoz is always ready for her next adventure... at the beach, mountains, or Disney. She wishes she could teleport so she could travel even more. ✨🌎

A good cup of coffee and working up a sweat make for a great day — something she gets plenty of between coaching high school volleyball and raising six kids.

We’ll see Katie soon at ! 🤠

05/30/2026

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Barb Kenny lovingly refers to herself as the “hot mess express,” yet she’s the one trying to make sense of clients who don’t have a balance sheet and don’t save receipts. 😅

She’s great at starting and quickly abandoning new hobbies… and finding info about people on the internet. 👀

We’re excited to see Barb at !

05/30/2026

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Aaron Howard is quick to catch problems and get things done behind the scenes. 🤠

He can fall asleep seconds after his head hits the pillow, loves smoking pork butts, and is always up for a good concert. 🎶 (Pictured here before a Turnpike Troubadours show with his wife and nieces.)

See Aaron at !

Have you started packing yet?According to AccuWeather, it’s looking like hot days, warm nights, and a chance of Texas we...
05/29/2026

Have you started packing yet?

According to AccuWeather, it’s looking like hot days, warm nights, and a chance of Texas weather doing Texas weather things. 🤠

Translation: pack for summer, bring comfortable shoes, and maybe toss a rain jacket or umbrella in your bag just in case. ☀️⛈️

05/28/2026

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Lauren Shaw is The Cat Magnet™ (as pictured). 😸 She also loves museums of all kinds, in all places.

Her unofficial superpower? Picking the exact right size container for leftovers every time. And if she could snap her fingers and gain a new skill, it’d be remembering people’s names…

Good thing we'll all be wearing name tags at ! 😉

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