For three days in September, Palm Springs was full of personal finance creators, brands, and plenty of conversations about money. And our Creator CPA team was right in the middle of it!
We headed to California for FinCon 2026, held September 16–18 at the Palm Springs Convention Center, where we caught up with clients, met new creators, sponsored a few memorable experiences, and even helped run the event.
A little background on FinCon: Founded in 2011 by Philip Taylor, FinCon started as a gathering of personal finance bloggers who wanted to connect, share ideas, and grow their businesses. Today, it’s an annual conference that’s expanded to include a wider range of creators, including YouTubers, podcasters, social media influencers, coaches, advisors, financial educators, and more who help people make smarter decisions about money. Attendees come to learn from one another, build relationships with brands, and find new ways to grow their creator businesses.
This year’s event featured creators like Erika Kullberg, who has more than 21 million followers across platforms; bestselling author and YouTuber Rose Han; and Jeremy Schneider, founder of Personal Finance Club.

Philip also owns Taylor & Associates, the accounting firm behind The Creator CPA, which specializes in tax and accounting services for content creators. That connection means our team has been involved with FinCon in more ways than one.
This was our third year attending with a booth, following Atlanta in 2024 and Portland in 2025. Our team members pulled double duty helping the FinCon team behind the scenes and with customer service on-site.

Talking Creator Taxes at the Booth & in Meetings
Our booth in the FinCon expo hall kept us busy throughout the conference. We met creators at all stages of business, answered questions about our accounting and tax services, and talked through some of the financial decisions that come with running a creator business.
One topic that came up again and again? S Corps. When does it make sense to establish one? How much could it save you in taxes? And what should you consider before making the switch? We had plenty of conversations about that, along with general tax questions and what it’s like to work with a CPA who specializes in creators.
We also took advantage of FinCon’s one-on-one meeting opportunities. These pre-scheduled, 15-minute conversations give creators and businesses a chance to connect about potential partnerships and services. Our team members met individually with creators throughout the event.
At the booth, attendees could download our free Creator Tax Toolkit, a collection of resources to help creators get organized for tax season, including a tax prep checklist, home office expense tracker, and S Corp Savings Estimator.
And of course, we had some fun at the booth, too. We handed out The Creator CPA sunglasses and brought back our Away suitcase giveaway for the second year in a row. Attendees entered throughout the event, and we drew our winner on the final day.

Connecting With Our Clients at FinCon
One of our favorite parts of FinCon is getting to see clients in person, especially those we typically connect with through emails and video calls.
Several Creator CPA clients were part of this year’s speaker lineup, sharing their expertise with fellow creators:
- Gabe Bult, a YouTuber who shared how to run a profitable YouTube channel in just five hours a week.
- JC Rodriguez, who joined The Pitch Event creator panel on FinCon’s main stage.
- Sara Lohse, who led an interactive Creator Conversation about how content impacts your brand and how to create with specific business goals in mind.
We also enjoyed catching up with clients Isaac Navias and Kim Coates of LocalFI, an SEO and digital marketing agency, and Monica Louie, a Facebook ads expert and small business owner.
It’s always fun to see what our clients are building, and even better to see them sharing what they’ve learned with others in the creator community.

Supporting the FinCon Experience
Beyond our booth, The Creator CPA sponsored three experiences that brought attendees together to learn, connect, and create.
FinCon 101: Getting the Conference Started
The Creator CPA sponsored FinCon 101, the first session of the conference, led by FinCon community member Acquania Escarne. More than a traditional orientation, this interactive session helped attendees identify their goals for FinCon and make a plan to get the most out of their three days. Participants also worked on their 60-second introduction to explain what they do and connected with other attendees.

Welcome Reception: Wrapping Up Day One
The Creator CPA also sponsored the Welcome Reception, held in FinCon Central (the conference’s expo hall) at the end of the first day.
Attendees had some extra time to talk with exhibitors, catch up with friends, and meet new people over drinks and fun treats. We’re talking ice cream sandwiches, fresh popcorn, and cotton candy made right on the spot!
It was a fun way to wind down after the first day of sessions and conversations before everyone headed out for the evening.

Live Recording Booth: Creating Content Together
The Creator CPA also sponsored FinCon’s Live Recording Booth, a popular feature that gives attendees access to professional recording equipment without having to bring their own setup.
With two recording stations equipped with cameras, microphones, and lighting, creators could record solo episodes, interview fellow attendees, or collaborate on content together. Reservations fill up quickly each year!
At FinCon 2026, creators recorded more than 19 hours of content in the official recording booths. It’s a great opportunity to record face-to-face with people they might otherwise only connect with online.

Free Resource: Creator Tax Toolkit
Couldn’t make it to FinCon or missed us at the booth? You can still grab the free Creator Tax Toolkit we shared with attendees!
We put together a few resources to help content creators prepare for tax season, including a tax preparation checklist, a home office expense tracker, and our S Corp Savings Estimator to help you explore whether an S Corp could make sense for your business.
Download the Free Creator Tax Toolkit
Thanks to everyone who stopped by our booth, joined us for a sponsored event, or took a few minutes to catch up. We loved seeing familiar faces and meeting new creators in Palm Springs, and we’re already looking forward to FinCon 2027 in Dallas!

