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May at DRDA: A Season of Growth, Momentum, and Opportunity
As the spring tax season winds down, May marks a fresh chapter at DRDA — one focused on progress, innovation, and laying the foundation for a strong year ahead.
A Message from Leadership: Embracing a Dynamic Environment
At DRDA, we’re not just reacting to change — we’re leading it. As Doug Dickey shares in this month’s issue, we pride ourselves on cultivating a dynamic environment where personal, professional, and organizational growth are all part of our DNA. Whether it’s through embracing new technologies or fostering a culture of agility and learning, we’re committed to supporting the future of every team member.
Spotlight on Recruiting: More Than a Job Fair
This month, DRDA attended a Houston job fair, and it was a huge success. These events are not just about finding talent — they’re about telling our story, connecting with our community, and reinforcing what makes DRDA a great place to work. Every handshake is a chance to share our mission and culture.
IT, CRM, and Cloud Services: What’s Next?
The IT team is preparing for major upgrades this summer, including a new CRM system and expanded cloud services. These enhancements aim to streamline communication, improve efficiency, and better serve both our internal teams and clients. A refreshed company website is also in the works, powered by updated branding and collaboration with Marketing.
Tax Planning Tip: Check Your Withholding Now
Now’s the perfect time to review your 2025 tax withholding. The IRS encourages everyone to use its free Tax Withholding Estimator to avoid surprises next year. Whether your life circumstances have changed or you want to fine-tune your finances, proactive adjustments now can make a big difference later.
Defined Benefit Plans: Evolving for Modern Needs
Our retirement services team shared insights into how cash balance plans are gaining traction as a modern alternative to traditional defined benefit plans. With legal clarity and flexibility, these plans are especially popular with small to mid-sized businesses seeking predictable costs and strong retirement benefits.
Finance & Facilities: Full Steam Ahead
With tax season behind us, our Finance Department is focused on cleaning up AR, improving workflows, and exploring new AI tools to improve dashboarding and forecasting. Thanks to everyone’s hard work. Meanwhile, parking lot improvements are underway — part of our ongoing effort to make DRDA a great place to work.
Department Updates and Shoutouts
- CAS Team: Catching up post-season, streamlining systems, and improving onboarding.
- Production Admin: Preparing for Texas Franchise and BORSA 5500 deadlines.
- Attestation Team: Focused on audits, reviews, and staying ahead of accounting changes.
- Client Onboarding: Welcomed 42 new entities in March — thanks to everyone involved!
- Human Resources: Friendly reminder — full-time employees are eligible for the medical reimbursement plan after 90 days.
A special thank-you to all team members across departments for your continued collaboration and commitment. From UltraTax support to helping clients navigate portals, you exemplify what DRDA is all about.
Together, we move forward — stronger, smarter, and ready for what’s next.
