%20(316%20x%20108%20px)%20(1).png)
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 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."
"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!"
"Dane and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."
"Dane was excellent to work with. He was very responsive to our questions and provided details responses. He created a video presentation very tailored to our tax situation which we really appreciated. He is an excellent communicator who ensured our tax filing was done smoothly and effectively. We had no issues working with Dane the past 3 weeks and has been one of my best experiences."
"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..."
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.
Get started.
We're here to connect with you through scheduled chats, calls, or video conferences—whatever works best for you. To get started, simply provide a few key details. Click the button to begin!