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  • Introducing expanded services and New Team Members!

Introducing expanded services and New Team Members!

by DRDA LLC / Thursday, 08 June 2023 / Published in ROBS 401(k), Uncategorized

By: Agustin Muniz

We wanted to take a moment to share some exciting news with you regarding our services and new team members. As part of our ongoing commitment to build sustainable value for your business and to secure a promising future for you, your family, and your employees, we have expanded our offerings to include not only tax planning and bookkeeping, but payroll, and employee benefits – all designed to meet your needs while saving you time and money. It is our pleasure to welcome Bryan Uecker and Carrie Wright as members of the team that will support you and your business.  

Bryan Uecker QPA, QPEC, AIF, AIFA

BORSA Manager & Retirement Plans

Bryan, a 30-year veteran of employee benefits, will be heading up BORSA and Retirement Plan design and compliance. With his expertise and experience, he brings a wealth of knowledge and a new perspective to our organization. As you know, the BORSA plan is a fantastic way to fund your business. But that is only the first stage!  Bryan will be working with you to maximize the value of your plan through additional tax savings and allocation strategies.  

*Click image to view profile

Carrie Wright EA

Tax Senior

Carrie is a seasoned tax practitioner and federally- credentialed Enrolled Agent tasked with finding the best result with your tax filings. She is at your service for any questions you may have regarding your business and saving taxes. She is eager to learn more about your organization and how we can support your growth and success.

*Click image to view profile

We genuinely appreciate your continued trust in DRDA, LLC as we strive to proactively improve your future, not just account for the past.  

If you would like to take a look at our payroll and bookkeeping services to see how it could streamline your business processes, please reach out for a quote (or click the button below).

Visit DRDA, LLC Payroll

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  • Home
  • Who We Are
  • Services
  • Business Solutions
    • DRDA, LLC Payroll
    • Retirement Plan Solutions
    • Employee Benefits
    • Health Care
    • HR Consulting Services
    • Corporate Transparency Act – Beneficial Owners Information Reporting
    • Employee Retention Credit
  • ERISA Bond
  • Join the Team
  • Client Access
    • Client Portal
    • DRDA Payment
  • Client Resources
    • FAQ
    • FAQ PORTAL
    • PORTAL HELP
    • MSO FAQ
    • YETP FAQ
  • Blog
    • Blog
    • Culture
  • Newsletter
    • Newsletter
    • Annual Tax Letter 2023

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