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FinCon 2026 Recap: The Creator CPA Team in Palm Springs

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.

Erika Kullberg and Alaina Fingal speaking on stage during a fireside chat at FinCon 2026 in Palm Springs.
Creator Erika Kullberg joins FinCon emcee Alaina Fingal of The Organized Money for a main stage fireside chat.

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.

Taylor & Associates team members Brad, Liz, and Andee checking in attendees and answering questions at FinCon 2026 registration.
Brad, Liz, and Andee helping attendees get checked in and ready for FinCon 2026.

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.

Three photos of The Creator CPA booth at FinCon 2026, showing team members talking with attendees and the winner of the Away suitcase giveaway.
Conversations, The Creator CPA swag, and one lucky Away suitcase winner at our FinCon booth!

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.

Creator CPA clients JC Rodriguez on The Pitch panel, Sara Lohse leading a Creator Conversation, and Gabe Bult teaching a session at FinCon 2026.
The Creator CPA clients sharing their expertise at FinCon 2026. From left: JC Rodriguez, Sara Lohse, and Gabe Bult.

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.

FinCon 101 host Acquania Escarne leading the session and attendees talking in small groups at FinCon 2026.
FinCon 101, sponsored by The Creator CPA, gave attendees a chance to set goals, practice introductions, and make their first connections.

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.

Attendees socializing, enjoying popcorn, and watching cotton candy being made at the FinCon 2026 Welcome Reception.
Popcorn, cotton candy, and plenty of catching up at The Creator CPA-sponsored Welcome Reception.

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.

Jean Chatzky and Wes Moss recording an interview with professional cameras, microphones, and lighting in the FinCon 2026 Live Recording Booth.
Jean Chatzky and Wes Moss recording together in The Creator CPA-sponsored Live Recording Booth at FinCon 2026.

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!

Taylor & Associates and Creator CPA team members sitting together in a giant inflatable convertible at the Palm Springs Convention Center during FinCon 2026.
Most of our crew squeezed into one of the giant inflatable convertibles in the FinCon lobby. A little Palm Springs fun!