September 2026 DRDA Family Journal

Fall is approaching, bringing an important season for reflection, preparation, and planning. The September 2026 DRDA Family Journal shares timely guidance, firm updates, team achievements, and insights to help our clients and community finish the year with confidence.

Building Something Bigger Than a CPA Firm

This month, Doug Dickey reflects on DRDA’s continued growth beyond traditional accounting and tax compliance. By bringing together tax advisory, financial management, business advisory, risk management, technology, and strategic planning, DRDA helps clients understand not only what has happened, but also what should happen next.

This integrated approach supports our commitment to working to improve your future, not just account for your past.

Preparing for Important Tax Deadlines

September is a busy month for extended business tax returns, including many partnership and S corporation filings. Timely communication and document submission are essential as our team works toward the September 15 deadline.

The newsletter also looks ahead to year-end tax planning. Reviewing income, deductions, estimated tax payments, retirement contributions, charitable giving, business changes, and major transactions before December 31 may help identify opportunities and reduce surprises.

Turning Fall Focus into Year End Results

With the third quarter coming to a close, now is a valuable time for business owners to review year-to-date performance, cash flow, bookkeeping, budgeting, and financial goals.

DRDA’s Client Accounting Services team encourages businesses to begin planning for the fourth quarter and 2027 early. Taking action now can help business owners make informed decisions and finish 2026 from a stronger financial position.

Retirement Plan and Audit Updates

This issue explains important SECURE Act 2.0 changes affecting catch up and super catch-up retirement plan contributions. It also discusses new requirements under SAS No. 151 and how the standard strengthens auditor responsibilities related to fraud risk assessment, documentation, and communication.

Technology, Culture, and Team Achievements

Readers will also find practical tips for using Microsoft Copilot to manage email and calendars more efficiently, along with updates about DRDA’s technology plans and integrated brand strategy.

We proudly celebrate Patrick Satterfield as DRDA’s second quarter Culture Champion and James Darden II as ActionCOACH Coach of the Month. We also congratulate Taylor Owens on her promotion and welcome Nakia Showers to the DRDA team.

This month’s issue includes employee shoutouts, department news, community involvement, client appreciation, and highlights from our recent team activities.

Read the full September 2026 DRDA Family Journal to learn more about what is happening across DRDA and how our team is helping businesses plan, grow, and prepare for the future.