At DNA Financial & Associates, we go beyond tax preparation to provide clarity, strategy, and trusted guidance for individuals and business owners. Our clients work with us because we take a proactive, advisory-first approach—helping them make informed financial decisions with confidence. Individual & Personal Tax and Advisory Services We provide accurate individual income tax preparation combined with proactive tax planning and personal financial guidance. Our advisory services help individuals and families reduce tax exposure, plan for life transitions, and align financial decisions with long-term goals such as retirement, wealth preserva...

At Lewis Apex Holdings, LLC, we provide strategic tax, accounting, and financial consulting services designed to help individuals and businesses build, protect, and grow their wealth. With over 20 years of experience and a foundation built on expertise from global CPA firms, we deliver tailored solutions that go beyond compliance—focusing on long-term financial success. Our services include tax preparation, bookkeeping, and advisory support, for individuals and businesses at every stage. We pride ourselves on being responsive, knowledgeable, and committed to simplifying the financial process for our clients. At Lewis Apex Holdings, we don’

I am an Enrolled Agent with many years of experience.

We are here for you, our clients year round! We understand taxes are not a once a year event. We help you keep more of your money with you and less with the taxing authorities. We specialize in Small Business. We make your business our business!

QuickLook Accounting Solutions provides Bookkeeping Services, QuickBooks Training and Accounting Consulting Services. We have worked with hundreds of organizations in diverse industries, in various locations throughout the United States. We provide a variety of QuickBooks-related services for small businesses. Services include: integrating 3rd-party applications, importing/exporting data, accounting migration, business process review, troubleshooting, networking, customization, setup, and training. Services provided on-site or via a remote connection. Let the team at QuickLook Accounting, (help you avoid headaches at tax time by keeping tra...

I really enjoy helping my clients reach their financial goals. I keep my prices very competitive. I provide a very personal experience for my clients. I help maximize your return & provide insights & suggestions.