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...

✓ IRS Enrolled Agent authorized to represent clients before the IRS ✓ Specialized expertise in IRS notices, penalty relief, and back-tax compliance ✓ Experience with Foreign-Owned U.S. LLC reporting requirements ✓ Strategic tax planning—not just tax preparation ✓ Clear communication and personalized service ✓ Virtual service available nationwide

I’ve been doing accounting and tax work since 2009 and opened up my own firm in 2023. Bookkeeping and tax planning/consulting/preparation. I am looking for people who want ongoing personalized service and not just somewhere to drop off a shoebox once a year

At River Edge Advisors, we bring a wealth of expertise to Cedarhurst, NY, with a team of 60 dedicated professionals. Specializing in accounting and payroll services, we are committed to providing personalized and comprehensive solutions to meet your financial needs. Our experienced team ensures accuracy and efficiency, allowing you to focus on what matters most—growing your business. Partner with River Edge Advisors for reliable financial management and exceptional service.

Communicating with clients and seeing them relieved of the burden of tax, bookkeeping, payroll issues. Resolving clients' tax, accounting, payroll and financial matter to the best of my knowledge and do the work as if I am doing it for myself.

Since 2006, I have hired and retained bookkeepers who can perform, but also bookkeepers that are easy to talk with and relate to. When you hire us, we join your team as a trusted friend and advisor. I love a good puzzle, and sometimes bookkeeping can present some challenging circumstances. I enjoy figuring out these special cases so that transactions can be properly posted. I also enjoy collaborating with business owners about their own particular business needs....

6 years experience working with small business owners and inviduals. Assist with bookkeeping, tax prep and consulting.

1. "We do more than just crunch numbers." 2. Our tax preparations nets the largest refund and/or the smallest liability.WE GET BACK WHAT THE GOVERNMENT OWES YOU!!! 3. Best offer and compromised negotiations. 4. Have been known to review prior years tax returns and increase the refund or decrease the liability by 20%. 5. Practicing accountant for over 25 years ranging from Not For Profit to small to mid size businesses. 6. Maintain at a minimum 48 hours Continuing Professional Education in Taxation, Accounting, Financial Statements, and Ethics. 7. Active Notary Public, Clients' POA, and IRS CAF. 8. Set up businesses for Audits, Reviews and ...