For Service Providers, Creators + Entrepreneurs

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:

Tax filing and advisory services for small businesses and entrepreneurs

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.

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.

"Thank you to Financial Umbrella for taking us on as a client! Dane is truly a pleasure to work with, and we highly recommend him. We look forward to working with him many times again!"

Tracey V.
Tracey V.
Individual Taxpayer

"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!"

Brittany F.
Brittany F.
Owner
Alpha Osteopractic LLC

"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."

"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."

"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!"

Annette L.
Annette L.
President
Save the Animals Rescue Team

"Financial Umbrella was so great! This was my first year filing income taxes for my LLC and they made it incredibly easy."

Sarah W.
Sarah W.
Owner
Moonflwrmedia

Discover tax + business tips on my Instagram.

The 1099 maze can be a daunting journey!

Our most recent blog post from
May is Mental Health Awareness Month, so I want to chat about the effect finances can have on your mental health.

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Quickbooks Beginners Guide
Do you want MORE tax strategy than just being told to max out your retirement account?

While it may be great advice, you deserve a 1:1 tax planning session ...

Other free tax + business resources.

The Complexities of 1099 Taxes

The Complexities of 1099 Taxes

Individuals who receive 1099 forms include freelancers, contractors, and self-employed workers.

Learn more
Corporate Structures: C Corp vs S Corp

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.

Learn more
What is an LLC? Our Accountants Explain

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.

Learn more
A Beginner's Guide to Saving Money on Taxes

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.

Learn more

Get in touch.

I am readily available for scheduled chats, calls, and video conferences, ensuring easy accessibility for all your needs and preferences.
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