Get Under the Umbrella!
Welcome to Financial Umbrella, where I'm dedicated to relieving you of tax and accounting worries. With a trusted advisor, I aim to transform your tax and accounting experience. My goal is to provide you with comprehensive understanding of your tax situation, achieved through the expert guidance and consulting of a licensed tax and accounting professional.
Get StartedHow Financial Umbrella Works
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Get Started
Filling out my Get Started form is the very first step, so I can tailor my services specifically to the needs of you and your business. The intuitive form only takes a minute or two.
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Consultation
After you get started, you can schedule a consultation call with me directly online. On our call, I'll learn more about your service business or nonprofit organization and you'll learn more about me and Financial Umbrella.
Proposal
After our discussion, I’ll send a professional proposal along with more information about Financial Umbrella. In the proposal will be a quoted cost and answers to common questions at this stage of the process.
Onboarding
Now I have to gather some data from you so we can work together! We'll start a streamlined onboarding process together so nothing gets missed along the way.
What Makes Me Different?
100% online
All services are delivered entirely online, eliminating the need for in-person office visits. This ensures convenience for everyone!
5-Star Google® Rating
I take pride in my perfect five-star Google® rating, reflecting the satisfaction of many clients who have chosen Financial Umbrella.
12+ years in business
I have spent 12+ years as a licensed tax professional and accounting advisor, ensuring a wealth of expertise only gained through years of experience.
2,500+ returns filed
Financial Umbrella has successfully filed over 2,500 tax returns, demonstrating our proficiency and expertise in handling tax matters.
Financial Umbrella brings years of experience.
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"We are very happy with Financial Umbrella LLC. Dane responds very quickly and always answers all our questions. Our taxes were completed in plenty of time. Their pricing is fair and we will continue to use them. I highly recommend them!"
"Dane is fantastic! Very easy to work with and explains things to me in ways that make sense. He's handled several issues for me with ease and was very affordable."
"Dane saved the day! My old tax guy wasn’t able to do my taxes in time. I let Dane know with very short notice. He reassured me he would be able to get them done in time. He set me up with a very intuitive app on my phone. I uploaded all my documents securely onto the app and answered a few questi..."
"Dane and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."
"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!"
"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..."
"Financial Umbrella LLC, specifically Dane, made this year's taxes my easiest year to date. Done in a professional and timely fashion, Dane had an efficient process to ensure he was able to provide a maximum return. His intricate knowledge and efficient work make it clear that his popularity is we..."
"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."
"Financial Umbrella was so great! This was my first year filing income taxes for my LLC and they made it incredibly easy."
"Dane and Financial Umbrella are incredibly informed and punctual. They are an asset to any company."
Tax + business tips from my Instagram.
Featured across multiple news outlets.
Helpful resources from my blog.
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.