DNA Financial & Associates
New on Thervo
5+ years in business
Serves Philadelphia, PA & Online
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...
