Taxes + bookkeeping
under one umbrella.
My specialized services, financial tools, and personalized guidance are designed to alleviate the burden of taxes and bookkeeping for service providers, creators, and entrepreneurs.
As Featured In:
How Financial Umbrella can help.
Tax Advisory + Filing
I prioritize a smooth digital process for filing personal, business, and nonprofit tax returns, from gathering documents efficiently to securely submitting them.
Bookkeeping + Payroll
Allow a skilled QuickBooks ProAdvisor and payroll specialist handle administrative duties, freeing up time to concentrate on the growth and success of your service business.
New Business Formation
Ensure profitability for your new service business idea by starting off on the right foot. Swiftly validate your idea and begin generating revenue to pave the way for success!
Combination Packages
Secure your financial future with a comprehensive suite of services including tax planning, bookkeeping, formation, and resources designed to help your service business thrive.
Financial Umbrella brings years of experience.
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My clients are
everything to me.
Financial Umbrella consistently receives stellar client reviews, showcasing their unmatched proficiency in financial consulting and strategic guidance. Client praise includes providing customized solutions, building trust, and delivering outstanding results, solidifying Financial Umbrella's position as a trusted ally in navigating intricate financial terrains.
"Seamless and very supportive experience filing taxes! This was our first year with multiple W2s and owning 2 businesses. WELL WORTH EVERY PENNY to have the support, oversight and knowledge from Dane! Thank you!"
"Financial Umbrella was so great! This was my first year filing income taxes for my LLC and they made it incredibly easy."
"Dane is an experienced tax professional who provides quality service and care for myself and my business. I have been using him for several years now and he has made the hassle of tax season a breeze. Strongly recommend any of his services to individuals and/or businesses."
"Dane and Financial Umbrella are incredibly informed and punctual. They are an asset to any company."
"Dane with Financial Umbrella is absolutely amazing! He is thorough and explains everything he is doing in a way that is easy to understand. He has helped us get all of our taxes for our small business taken care of and helped us actually understand them! Additionally, he has helped us get our Quickbooks..."
Discover tax + business tips on my Instagram.
Other free tax + business resources.
Corporate Structures: C Corp vs S Corp
In the dynamic world of business, the decision to incorporate your business is a significant one, often marking a pivotal point in your entrepreneurial journey.
What is an LLC? Our Accountants Explain
A limited liability company (LLC) is a legal structure that combines pass-through taxation benefits with the limited liability protection of a corporation.
A Beginner's Guide to Saving Money on Taxes
Tax planning involves strategically organizing your financial affairs to minimize your tax liability and maximize your savings.
How to Use Your Tax Refund Wisely
When you file, if you have paid more in taxes throughout the year than you owe, you may be eligible for a refund.