DNA Financial & Associates

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Alexandria, VA & Online

About

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 preservation, and financial security.

Business Income Tax & Planning

We specialize in small business tax preparation and planning for LLCs, S Corporations, partnerships, and sole proprietors. Our focus is on compliance, tax efficiency, and structuring strategies that support business growth and sustainability.

Business Preparation & Strategic Planning

Beyond filing returns, we help business owners improve cash flow, plan for expansion, and make smarter financial decisions. Our planning services are designed to strengthen operations, improve profitability, and support long-term success.

Transparent, Consultative Pricing

Every engagement begins with a consultation to understand your unique situation. We then provide a clear engagement proposal with upfront, estimated pricing, so you know exactly what to expect—no surprises.

Fiduciary & Advisory-Driven Approach

As a fiduciary-focused firm, we operate with integrity and place our clients’ best interests first. We take the time to explain options, strategies, and outcomes so clients can move forward with confidence.

Personalized, Relationship-Focused Service

We believe meaningful results come from strong relationships. Clients work directly with experienced professionals who are accessible, responsive, and committed to their financial well-being—not transactional service providers.

Bottom line:

Clients choose DNA Financial & Associates because they want more than a tax preparer—they want a trusted advisor who provides personalized guidance, strategic insight, and year-round support for both their personal finances and their business.

Ready to get started?

Schedule a consultation today to discuss your personal or business needs and see how strategic planning can move you forward.

Highlights

5 employees

5 years in business

Serves Alexandria, VA

Offers online services

Payment methods

Credit Card, Check, Paypal, Zelle

Social media

Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Retail / consumer goods, Real estate, Construction

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

Photos and videos

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Frequently asked questions

What is your typical process for working with a new customer?

We begin with a discovery consultation to understand your personal or business situation, goals, and the scope of services needed. Meetings can be conducted in person or virtually, based on your preference. Following the consultation, we provide a clear engagement proposal outlining recommended services and transparent, upfront pricing. Once approved, clients complete a secure engagement and intake process and are granted access to a private client portal for document upload, review, and communication. After implementation, we maintain an ongoing advisory relationship, including periodic check-ins or mid- and year-end reviews, to ensure strategies remain aligned with your goals and adapt as your situation evolves.

What education and/or training do you have that relates to your work?

I bring over 15 years of experience in the financial services and tax industry, supported by advanced education and ongoing professional training. I hold the Chartered Financial Consultant (ChFC®) designation, Accredited Tax Professional (ATP) certification, and maintain my Annual Filing Season Program (AFSP) certification with the IRS. I am also a Certified Fiduciary Educator and Advisory Professional, reflecting a strong commitment to ethical, client-first guidance. In addition to my credentials, I complete annual continuing education to stay current with changing tax laws, regulatory updates, and best practices in financial and business planning. This ensures clients receive accurate, up-to-date advice and strategies aligned with today’s financial landscape.

Do you have a standard pricing system for your services? If so, please share the details here.

Yes. DNA Financial & Associates follows a consultative, engagement-based pricing model designed to reflect the level of expertise and strategic guidance provided. Each client relationship begins with a discovery consultation to evaluate the scope and complexity of services needed. We then deliver a formal engagement proposal with clear, upfront pricing prior to the start of work. This approach ensures transparency, alignment, and a high-touch client experience—without unexpected fees. Our pricing is structured around the value of personalized tax strategy, proactive planning, and ongoing advisory support tailored to each client’s unique financial and business goals.

How did you get started in this business?

I got started in this business through a strong desire to help individuals and business owners gain clarity and control over their finances. Early in my career, I saw how many people were making costly decisions simply because they lacked proper guidance around taxes and financial planning. That experience led me to pursue advanced training and certifications in tax preparation, financial planning, and fiduciary advisory services. Over time, I built my practice around a client-first, education-based approach focused on long-term strategy—not transactional advice. With more than 15 years in the industry, I continue to serve clients who value proactive planning, transparency, and trusted guidance.

What types of customers have you worked with?

We work with a wide range of clients, including individuals, families, and small business owners. Our clients include professionals, retirees, entrepreneurs, and growing businesses across various industries. On the business side, we support LLCs, S Corporations, partnerships, and sole proprietors, from startups to established firms. On the personal side, we work with individuals and families seeking reliable tax preparation, proactive planning, and long-term financial guidance. What our clients have in common is a desire for clarity, strategic advice, and a trusted advisor relationship—not just transactional service.

What advice would you give a customer looking to hire a pro in your area of expertise?

When hiring a tax and financial professional, look beyond price alone. Focus on experience, credentials, and whether the advisor takes time to understand your full financial picture—not just your tax return. Ask how they approach planning versus filing, whether they stay current through ongoing education, and if they provide clear engagement terms and upfront pricing. Most importantly, choose a professional who communicates clearly, explains your options, and operates with a fiduciary, client-first mindset. Red Flags to Watch For: - Pricing is unclear, inconsistent, or only discussed after work begins - No formal engagement agreement or defined scope of services - Focuses solely on filing with no discussion of planning or strategy - Cannot clearly explain recommendations in plain language - Does not maintain ongoing education or current certifications - Operates transactionally rather than building a long-term advisory relationship The right advisor should help you make confident decisions, reduce risk, and support your long-term goals—not just complete a transaction.

What questions should customers think through before talking to pros about their needs?

Before speaking with a tax or financial professional, customers should take time to clarify their needs and goals. Helpful questions to consider include: - What are my short- and long-term financial or business goals? - Am I looking for basic tax filing, or ongoing planning and advisory support? - Have there been recent changes in my income, business structure, or life situation? - Do I understand where I may be overpaying in taxes or missing planning opportunities? - What level of guidance and communication do I expect from my advisor? - Am I prepared to share complete and accurate information to support better outcomes? Thinking through these questions helps ensure the conversation is focused, efficient, and aligned with finding the right professional—not just the fastest solution.

Services offered

Notary

Financial Services And Planning

Individual Tax Preparation

Business Tax Preparation

Hr And Payroll

Accounting

Career Coaching

Business Consulting