DNA Financial Solutions

TERMS OF SERVICE / TERMS OF AGREEMENT

Effective Date: January 1, 2026

1. Acceptance of Terms

By accessing or using dnafinsolutions.com (the “Service”), you agree to be bound by these Terms of Service (“Terms”).

If you do not agree with these Terms, you must not use the Service.

These Terms apply to all visitors, users, and clients of DNA Financial Solutions (“Company,” “we,” “us,” or “our”).

2. Nature of Services

DNA Financial Solutions provides:

• Tax preparation services
• Tax strategy and advisory services
• Bookkeeping and accounting support
• Business consulting and entity structuring

All services are advisory and compliance-based in nature and are not guaranteed to produce specific financial or tax outcomes.

3. No Professional Relationship Without Engagement

Use of this website, communication via email, or consultation requests does not establish a client relationship.

A formal client relationship is established only when:

• A signed engagement agreement is executed
• Required documentation is provided
• Payment or retainer is received

4. Scope of Services

Services are limited strictly to those outlined in the executed engagement agreement.

DNA Financial Solutions is not responsible for:

• Services outside the agreed scope
• Ongoing monitoring unless contracted
• Future tax planning unless separately engaged

Any additional services require a new or amended agreement.

5. Client Responsibilities

Clients agree to:

• Provide complete, accurate, and timely information
• Maintain proper records and documentation
• Review all filings and deliverables prior to submission
• Respond to requests for information in a timely manner

Failure to meet these responsibilities may impact service quality and outcomes.

6. Fees and Payment Terms

Fees for services are outlined in engagement agreements.

Unless otherwise stated:

• A retainer or upfront payment is required
• Remaining balances are due upon completion or as agreed
• Late or non-payment may result in suspension or termination of services

All fees are non-refundable once services have commenced, except where required by law.

7. Limitation of Liability

To the fullest extent permitted by law:

DNA Financial Solutions shall not be liable for any indirect, incidental, consequential, or punitive damages arising from:

• Use of the Service
• Reliance on information provided
• Client-provided errors or omissions
• Regulatory changes or interpretations

Total liability shall be limited to the amount of fees paid for the specific service engagement.

8. No Guarantee of Results

Tax and financial outcomes depend on numerous factors beyond our control.

DNA Financial Solutions does not guarantee:

• Tax refunds or savings
• Acceptance of filings by tax authorities
• Specific financial or business outcomes

9. Regulatory and Legal Disclaimer

DNA Financial Solutions is not a law firm or investment advisory firm.

We do not provide:

• Legal representation
• Investment advice
• Securities or brokerage services

Clients are encouraged to seek licensed legal or financial professionals where appropriate.

10. Confidentiality

We maintain confidentiality of client information in accordance with professional standards and applicable laws.

Confidentiality does not apply where disclosure is required by law or authorized by the client.

11. Data and Technology Use

Clients acknowledge that:

• Electronic communication (email, portals) carries inherent risks
• DNA Financial Solutions uses reasonable safeguards but cannot guarantee absolute security

By using our Service, you consent to electronic communication.

12. Intellectual Property

All content on this website, including text, branding, frameworks, and materials, is the property of DNA Financial Solutions.

No content may be reproduced, distributed, or used without written permission.

13. Third-Party Services

We may utilize third-party platforms for:

• Payment processing
• Document storage
• Accounting and tax software

We are not responsible for the performance or policies of these third-party providers.

14. Termination

We reserve the right to:

• Refuse service
• Suspend or terminate engagements
• Disengage from clients

This may occur due to:

• Non-payment
• Lack of cooperation
• Misrepresentation of information
• Conduct inconsistent with professional standards

15. Indemnification

You agree to indemnify and hold harmless DNA Financial Solutions from any claims, damages, or liabilities arising from:

• Your use of the Service
• Your violation of these Terms
• Inaccurate or incomplete information provided

16. Force Majeure

We shall not be liable for delays or failure in performance resulting from events beyond our reasonable control, including but not limited to:

• Natural disasters
• Government actions
• System outages
• Cyber incidents

17. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Arizona and applicable federal law.

18. Changes to Terms

We reserve the right to update these Terms at any time.

Updates will be posted with a revised effective date.

Continued use of the Service constitutes acceptance of updated Terms.

19. Contact Information

DNA Financial Solutions
Phoenix, Arizona
Phone: 602-803-6324
Email: support@dnafinsolutions.com

SMS Terms of Service

Program Description
DNA Financial Solutions, LLC offers an SMS messaging program. By opting in, you agree to receive recurring SMS messages including appointment reminders, account notifications, service updates, and follow-up communications.

Message Frequency
Message frequency may vary.

Message and Data Rates
Message and data rates may apply.

Opt-Out Instructions
You can opt out at any time by replying TEXT STOP to any message.

Help Instructions
Reply TEXT HELP for help or contact support@dnafinsolutions.com.

Consent
Consent to receive SMS messages is not a condition of purchase.

Carrier Disclaimer
Carriers are not liable for delayed or undelivered messages.

Age Requirement
You must be 18 years or older to receive SMS communications.