DNA Financial Solutions and partners provides year-round tax preparation, insurance and financial advisement. Our clients each have unique financial scenarios. By implementing a financial strategy that aligns with their desired outcome, we are able to ensure meeting our communities needs

through our various services.

Tax Preparation

Individual Tax Preparation 

Our business tax consultants provide a one-on-one assessment of your business operation. We support small to medium business, independent contractors, network marketers and home base businesses.  We evaluate opportunities that reduces your tax liability and analyze your tax concerns with strategy implementation.  We offer revenue and tax projections, monitor appropriate tax payments, quarterly/annual filings and letter response.

Business Tax Preparation 

 The recent federal tax code changes have created a challenging tax environment.  Our tax practitioners design plans that support your unique individual tax needs.  We respond to IRS letters, file previous years taxes, amended returns, and offer our "second glance" review.  In addition, we work closely with bankruptcy professionals, mortgage loan officers, real estate agents, and financial aid administrators to

request, update and file tax documents.

Business Solutions

DNA Financial Solutions not only provides tax filing services for our business clients, but we also offer a host of business support resources to assure that your needs are met. Our support includes business entity set up (LLC, EIN, Corporation, Non-Profit, and Bookkeeping).

Business Entity Set Up

Small Business Tax Preparation

Bookkeeping Services

Financial Planning

Navigating through the financial planning process can be overwhelming.  However, something as personal as your financial goals doesn't have to be. Our team of advisors simplify the conversation through education so you can feel confident that you're making the best financial decisions. We you to know  how to secure your legacy now. ​

Insurance Protection

College and Retirement Savings