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:
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.
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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.
"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 was so great! This was my first year filing income taxes for my LLC and they made it incredibly easy."
"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 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..."
"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!"
Discover tax + business tips on my Instagram.
Other free tax + business resources.
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.
IRS Updates: Track Your Tax Refund Status
Track your tax refund using updates from the IRS. Check your refund status and resolve any issues with your return.