DNA Financial & Associates

06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

06/01/2026

A quick reminder from our team: second-quarter estimated tax payments are due June 15 for income earned between April 1 and May 31.

Staying on top of these payments helps you avoid interest, penalties, and year-end surprises — especially if you're a business owner, contractor, or anyone with variable income.

If you're unsure about your estimated payment amount or want help reviewing your tax planning strategy, our team at DNA Financial & Associates is here to support you.

Have questions? Reach out anytime.
Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

05/29/2026

Federal benefits can be incredibly valuable.

But they also come with important decisions.

🔹 TSP withdrawal and rollover choices
🔹 Pension timing
🔹 Survivor benefit options
🔹 Healthcare and FEHB coordination

Each decision should support your overall retirement income strategy, not operate in isolation.

If you’re a federal employee in the DMV and want a coordinated review, start here: www.dnafinancialassociates.com
Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

05/27/2026

Quarterly tax deadlines sneak up fast, especially when you're focused on running a business. Staying on top of key dates is one of the easiest ways to avoid penalties and keep your operations running smoothly.

At DNA Financial & Associates, our team is here year-round to support your tax planning, tax preparation, and business advisory needs across the DMV and beyond. Whether you need help with filings, extensions, or long-term strategies, we’ve got you covered.

If you have questions about upcoming deadlines or want to build a proactive tax plan, reach out anytime. We're here to help your business stay compliant and stress-free.


Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

05/25/2026

As we observe Memorial Day, we pause to honor the courageous men and women who gave their lives in service to our country. Their sacrifice allows us the freedoms we cherish every day, and our team is grateful for their legacy.

Our office will be closed on Monday, May 25, in observance of the holiday. We will return to normal business hours on Tuesday, May 26 and follow up on any messages as soon as we’re back.

We wish you a meaningful and reflective Memorial Day.
Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

05/22/2026

There's still time to lower your tax obligation. Here are five great ideas to consider.

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

05/21/2026

Now that tax season is behind us, this is one of the best times to get ahead for next year. A little early tax planning can go a long way—especially when it comes to reducing stress, capturing more deductions, and avoiding unexpected tax bills.

Here are a few simple steps you can take now to stay organized and keep your financial plan moving in the right direction throughout the year.

Our team is here to support you with tax planning, advanced tax strategies, and year-round guidance. If questions come up, we're always just a call or message away.


Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

05/18/2026

The commercial real estate market may be shifting, but there are still strong tax advantages available to property owners. Our team helps business owners leverage strategies like depreciation, cost segregation, and interest deductions to strengthen long‑term financial outcomes.

Planning a project or wondering which tax benefits might apply to your commercial property? Reach out anytime — we're here to help you build a tax strategy that supports your business goals.


Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

05/16/2026

Even well‑organized businesses can get surprised by unexpected tax bills, denied deductions, or IRS penalties when documentation is missing or tossed too early.

When you can’t substantiate income, expenses, or credits, you’re more likely to lose valuable deductions during an audit — which can mean back taxes, interest, and avoidable stress.

Our team helps businesses across the DMV set up better recordkeeping habits, stay IRS‑ready, and strengthen long‑term tax planning.

Thinking about cleaning out old files? Let’s talk first to make sure you’re setting yourself up for a smoother tax season.
Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.