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Taxes + accounting
under one umbrella.Our financial services, tools, and personalized guidance are designed to alleviate the burden of taxes and bookkeeping for individual taxpayers, service-based businesses, entrepreneurs, and nonprofit organizations.
As Featured In:
How Financial Umbrella can help.
Tax Advisory + Filing
We prioritize a smooth digital process for filing personal, business, and nonprofit tax returns, from gathering documents efficiently to securely submitting them.
Bookkeeping + Payroll
QuickBooks ProAdvisors and payroll specialists handle your financials and 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 advisory, bookkeeping, payroll, formation, and resources designed to help your service business thrive.
Financial Umbrella brings years of experience.
Our clients mean everything to us.
Financial Umbrella consistently receives stellar client reviews, showcasing unmatched proficiency in tax advisory and accounting services. Clients praise us for individualized attention, customized solutions, and delivering outstanding results, solidifying Financial Umbrella's position as a trusted ally.
"Dane and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."
"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..."
"Using Financial Umbrella has been an amazing choice for our company. Dane is thorough and experienced. Over the years, he has helped us navigate through the complicated waters of taxes, financial planning/projections and so much more. Very happy."
"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."
Discover tax + business tips on our Instagram.
Other free tax + business resources.
Differences Between Salary and Owner Distribution
Salary and owner distribution are two distinct forms of compensation in the business world, each with its own unique characteristics and implications.
A Guide to Choosing the Right Business Entity
There are several types of business entities to choose from, including sole proprietorship, partnership, LLC, corporation, and nonprofit organization.
Naming an LLC: Why It Matters
Your LLC name is the first impression your business makes on potential customers and partners, so it's important to get it right the first time around.
How to Get Your Business License in Florida
In Florida, having a valid business license is a legal requirement and a crucial step in establishing a compliant business.
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