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...

We spend extra time finding deductions for our clients so they can get more of their tax money back in their refund.. we also discuss options the client can do to reduce their tX liability. And we can assist them with Cash Advances until the end of February which is the end of the Cash Advance season for getting Loans. I like helping people get their refund back and helping them with tax planning.

I am Retired Revenue Agent of IRS. I worked in tax field for more than 40 years. Every customer has a unique accounting system; therefore you are always learning. I enjoy talking to my customers.

We are personable, helpful and willing to work with the challenges that people face. Working at odd hours of the day or week is not unusual fo rus. We have an office easily accessible to handicapped folks and are available all year. Working with people and helping them through tough situations is very satisfying.