For Service Providers, Creators, Entrepreneurs + more

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:

Tax and accounting services

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 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..."

Vince C.
Vince C.
Individual Taxpayer

Dane is the nicest person to work with! He knows what he's doing and always has things done quickly.

Josh B.
Josh B.
Josh B.

Dane Janas was an expeditious help, I will never use anybody else. He personalized everything for me and my family. If you are in search of a great CPA, look no further!

Blaine J.
Blaine J.
Blaine J.

This is our second tax year with Dane. His service has been amazing and a set it and forget it approach for me, which is what I love! He’s also there to answer any questions and tackle issues head on with speed and accuracy. Highly recommend!

Terri S.
Terri S.
Terri S.

"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."

Discover tax + business tips on our Instagram.

If you’re doing any of these, no judgment!
Whether you're starting with QuickBooks or making a switch, we’ll help you get it done the right way without the overwhelm.
🚨 BREAKING NEWS: Major Tax Changes on the Horizon! 🚨
Have a safe and happy Independence Day!

Other free tax + business resources.

The One Big Beautiful Bill: What You Need to Know About the Latest Tax Changes
Tax Tips

The One Big Beautiful Bill: What You Need to Know About the Latest Tax Changes

The newly passed One Big Beautiful Bill is shaking up the tax landscape with several high-impact provisions - some temporary, some permanent. Whether you’re a wage earner, a family, or a small business owner, the tax updates for 2025 and beyond bring opportunities for planning and savings.

Learn more
Differences Between Salary and Owner Distribution

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.

Learn more
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

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