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.
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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.
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We genuinely appreciate your continued trust in DRDA 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).