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

"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..."

Alyssa & Ross A.
Alyssa & Ross A.
Owners
Guardian Lock & Security LLC

"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 and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."

"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."

"Dane at Financial Umbrella answered all of my questions and provided an easy-to-read report that compared our taxes to last year as well as a video walkthrough. I was beyond impressed!"

Casey H.
Casey H.
Individual Taxpayer

Discover tax + business tips on my Instagram.

My top 3️⃣ tips to avoid a dreaded IRS notice. ⤵️

1️⃣ Report ALL of your income. 
The IRS has a complex document matching system. If you receive a 1099 or a...
STOP SCROLLING! 🖐️

Take this opportunity to check in on your business goals as we enter Q3:

1️⃣ Are you more than/less than/or exactly halfway towards mee...
Entrepreneurs, do you have a brilliant new business idea, but feel unsure about the right business entity to choose? 💡🏠💼🚀

You're not alone! 

The latest...
Are you a DIY bookkeeper? 📚

Download my FREE guide on account reconciliation to help you:

👉 Learn what reconciling actually is
👉 Understand the basic re...

Other free tax + business resources.

A Guide to Choosing the Right Business Entity

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.

Learn more
Naming an LLC: Why It Matters

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.

Learn more
How to Get Your Business License in Florida

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.

Learn more
The Complexities of 1099 Taxes

The Complexities of 1099 Taxes

Individuals who receive 1099 forms include freelancers, contractors, and self-employed workers, and these forms make your tax return more complex.

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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