Now broadcasting on RRR-TV
CH 11 Not the Only One · Eleven years of "wait, you too?"
CH 12 Construction Junction · For accountants who speak both spreadsheet and jobsite.
CH 13 From Dream to Team · From "I" to "we" — out loud, with help.
▒▒ BREAKING: Local EA spotted at lunch in April · Authorities investigating ▒▒
CH 14 Hit Me With Your Tax Talk · Active-season therapy. Off-season strategy.
CH 15 Sales Tax Hive · Take the sting out of sales tax
CH 16 Pride in Numbers · For queer accountants and the people in their corner.
PSA: This network does not endorse caffeine-free workdays.
CH 17 Smooth Operators · For seconds-in-charge and chiefs of stuff.
CH 18 Financial Cents Next Level Firm · Past the hustle. Onto the harder questions.
CH 19 One Topic · A different deep dive every month.
▓▓ Technical difficulties · Touching grass ▓▓
CH 22 The Other Cup of Coffee · No agenda. Second cup energy.
CH 23 Roundtable Popups · Random pop-ups · theory, ideas, workshops, software
CH 24 The Quiet Room · Quiet company. Loud productivity. · always on
Up next: a live conversation about something niche. Stay tuned.
CH 25 The Not So Quiet Room · Coworking with company. · always on
CH 26 Tax Retreat · The anti-conference. Once a year.
CH 01 Quasar Cowboy · The mothership.
Now broadcasting on RRR-TV
CH 11 Not the Only One · Eleven years of "wait, you too?"
CH 12 Construction Junction · For accountants who speak both spreadsheet and jobsite.
CH 13 From Dream to Team · From "I" to "we" — out loud, with help.
▒▒ BREAKING: Local EA spotted at lunch in April · Authorities investigating ▒▒
CH 14 Hit Me With Your Tax Talk · Active-season therapy. Off-season strategy.
CH 15 Sales Tax Hive · Take the sting out of sales tax
CH 16 Pride in Numbers · For queer accountants and the people in their corner.
▒▒ BREAKING: Waffles defeats Pancakes for the 27th straight year at Tax Retreat · Maple lobby unable to comment ▒▒
CH 17 Smooth Operators · For seconds-in-charge and chiefs of stuff.
CH 18 Financial Cents Next Level Firm · Past the hustle. Onto the harder questions.
CH 19 One Topic · A different deep dive every month.
▓▓ Technical difficulties · Touching grass ▓▓
CH 22 The Other Cup of Coffee · No agenda. Second cup energy.
CH 23 Roundtable Popups · Random pop-ups · theory, ideas, workshops, software
CH 24 The Quiet Room · Quiet company. Loud productivity. · always on
Up next: a live conversation about something niche. Stay tuned.
CH 25 The Not So Quiet Room · Coworking with company. · always on
CH 26 Tax Retreat · The anti-conference. Once a year.
CH 01 Quasar Cowboy · The mothership.
SEGMENT 01 · WHAT IT IS
A working gathering, not a conference.
Tax Retreat is exactly what it sounds like and absolutely nothing like the events the name might suggest. There's no expo hall. There's no lanyard arms race. There are no breakout sessions where the same vendor pitches you for 45 minutes in a different room.
It's a small, deliberately curated gathering of firm owners, operators, founders, and a few of the more honest people in fintech — held somewhere quiet, with the badges left at the door.
It runs at a loss. That's a feature, not a bug.
Because when you stop optimizing an event for revenue, you can finally optimize it for the thing that actually matters: the room. Who's in it. What they say to each other. What they take home.
SEGMENT 02 · WHY IT MATTERS
The economics make sense if you zoom out.
Tax Retreat doesn't pay its own bills. It pays for everything else.
The relationships that come out of it are the relationships that drive every other piece of the business — speaking invites, consulting engagements, fintech advisory work, community membership, and the kind of word-of-mouth credibility that no marketing channel can manufacture.
If you've heard about Tax Retreat from another firm owner, that's the model working.
SEGMENT 03 · WHO ATTENDS
A short, deliberate guest list.
- Firm owners ready to talk about the parts they don't talk about anywhere else.
- Operators inside firms — the people who actually run the place.
- Fintech founders who want to be in the room rather than on the panel.
- Industry figures who've earned the right to speak quietly.
SIGN-OFF · INTEREST
Want to be in the room?
Tell me a little about who you are and what you're working on. If there's a fit for the next one, I'll reach out.