DNA Financial Solutions
PRIVACY POLICY
Effective Date: January 1, 2026
1. Introduction
Welcome to DNA Financial Solutions.
DNA Financial Solutions (“Company,” “we,” “us,” or “our”) operates dnafinsolutions.com (the “Service”).
This Privacy Policy governs your access to and use of our Service and explains how we collect, use, safeguard, and disclose information resulting from your interaction with our website and services.
By using our Service, you consent to the collection and use of information in accordance with this Privacy Policy. This Privacy Policy should be read in conjunction with our Terms of Service and any applicable engagement agreements (collectively, the “Agreement”).
2. Definitions
SERVICE means the website dnafinsolutions.com and related services operated by DNA Financial Solutions.
PERSONAL DATA means information that identifies, relates to, describes, or can reasonably be linked to an identifiable individual.
USAGE DATA means data collected automatically through interaction with the Service.
COOKIES mean small data files stored on your device.
DATA CONTROLLER means the entity that determines the purposes and means of processing personal data. DNA Financial Solutions is the Data Controller.
DATA PROCESSORS means third parties that process data on behalf of the Data Controller.
USER means any individual accessing or using the Service.
3. Information Collection and Use
We collect information necessary to provide tax preparation, advisory, and business consulting services, and to improve our Service.
We limit data collection to what is reasonably necessary, proportionate, and relevant to the purposes described in this Policy.
4. Types of Data Collected
Personal Data
We may collect:
• Name
• Email address
• Phone number
• Mailing address
• Business information
• Financial information necessary for tax and advisory services
• Any information voluntarily submitted through forms or communications
We do not intentionally collect highly sensitive personal data (such as Social Security Numbers or government identification numbers) through this website. Such data, if required, is collected only through secure, designated client systems.
Usage Data
We may collect:
• IP address
• Browser type and version
• Pages visited and duration
• Device type and operating system
• Diagnostic and analytics data
Cookies and Tracking Technologies
We use cookies and similar technologies to enhance user experience and analyze site performance.
Types of cookies used:
• Essential cookies (site functionality)
• Preference cookies (user settings)
• Security cookies
• Analytics cookies
We do not use cookies for invasive behavioral advertising profiling.
Users may disable cookies through browser settings; however, this may affect site functionality.
5. Use of Data
We use collected data to:
• Provide and maintain services
• Communicate with clients and prospects
• Deliver tax, accounting, and advisory services
• Improve website functionality and performance
• Comply with legal and regulatory obligations
• Enforce agreements and collect payments
We do not sell personal information.
6. Retention of Data
We retain personal data only as long as necessary to:
• Fulfill the purposes outlined in this Policy
• Comply with legal, regulatory, and professional obligations
• Resolve disputes and enforce agreements
Tax and financial records may be retained in accordance with IRS and applicable regulatory guidelines.
7. Transfer of Data
Information may be processed and stored within the United States.
If you access our Service from outside the United States, you consent to the transfer of your information to jurisdictions where data protection laws may differ.
We implement reasonable safeguards to protect data during such transfers.
8. Disclosure of Data
We may disclose personal information:
Legal Requirements
When required by law, subpoena, or governmental authority.
Service Providers
To trusted third parties performing services on our behalf, subject to confidentiality obligations.
Business Transactions
In connection with mergers, acquisitions, or asset transfers.
Protection of Rights
To protect the rights, property, or safety of DNA Financial Solutions, clients, or others.
9. Data Security
We implement commercially reasonable safeguards to protect personal data.
However, no method of transmission over the internet or electronic storage is guaranteed to be 100 percent secure.
10. Your Privacy Rights (U.S. – Including California CPRA)
Depending on your state of residence, you may have the right to:
• Access personal information we hold about you
• Request correction of inaccurate information
• Request deletion of personal information
• Limit use of sensitive personal information
• Opt out of data sharing (if applicable)
DNA Financial Solutions does not sell personal data.
To exercise your rights, contact:
support@dnafinsolutions.com
We may verify your identity prior to processing requests.
11. Do Not Track Signals
Our website does not currently respond to “Do Not Track” signals. Users may manage tracking preferences through browser settings.
12. Third-Party Service Providers
We may use third-party platforms for:
• Client portals
• Payment processing
• Accounting and tax software
• Website analytics
These providers are contractually obligated to protect your data and use it only for authorized purposes.
13. Links to Third-Party Websites
Our Service may contain links to third-party websites.
We are not responsible for the privacy practices or content of those websites.
14. Children’s Privacy
Our services are not directed to individuals under the age of 18.
We do not knowingly collect personal data from minors.
15. Changes to This Privacy Policy
We may update this Privacy Policy periodically.
Updates will be posted on this page with a revised effective date.
Continued use of the Service constitutes acceptance of the updated Policy.
16. Contact Information
DNA Financial Solutions
Phoenix, Arizona
Phone: 602-803-6324
Email: support@dnafinsolutions.com
SMS Communications
DNA Financial Solutions, LLC collects phone numbers only when voluntarily provided through our website forms. By opting in, you consent to receive SMS messages including appointment reminders, account notifications, service updates, and follow-up communications.
Message frequency may vary. Message and data rates may apply.
You may opt out at any time by replying STOP. For assistance, reply HELP.
SMS opt-in consent and phone numbers collected for SMS communication purposes will not be shared, sold, or disclosed to third parties or affiliates for marketing purposes.
We use SMS service providers solely for delivering messages and they are not permitted to use your information for any other purpose.
You may request removal of your information at any time by contacting: