Get Under the Umbrella!
Welcome to Financial Umbrella, where I'm dedicated to relieving you of tax and accounting worries. With a trusted advisor, I aim to transform your tax and accounting experience. My goal is to provide you with comprehensive understanding of your tax situation, achieved through the expert guidance and consulting of a licensed tax and accounting professional.
Get StartedHow Financial Umbrella Works
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Get Started
Filling out my Get Started form is the very first step, so I can tailor my services specifically to the needs of you and your business. The intuitive form only takes a minute or two.
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Consultation
After you get started, you can schedule a consultation call with me directly online. On our call, I'll learn more about your service business or nonprofit organization and you'll learn more about me and Financial Umbrella.
Proposal
After our discussion, I’ll send a professional proposal along with more information about Financial Umbrella. In the proposal will be a quoted cost and answers to common questions at this stage of the process.
Onboarding
Now I have to gather some data from you so we can work together! We'll start a streamlined onboarding process together so nothing gets missed along the way.
What Makes Me Different?
100% online
All services are delivered entirely online, eliminating the need for in-person office visits. This ensures convenience for everyone!
5-Star Google® Rating
I take pride in my perfect five-star Google® rating, reflecting the satisfaction of many clients who have chosen Financial Umbrella.
12+ years in business
I have spent 12+ years as a licensed tax professional and accounting advisor, ensuring a wealth of expertise only gained through years of experience.
2,500+ returns filed
Financial Umbrella has successfully filed over 2,500 tax returns, demonstrating our proficiency and expertise in handling tax matters.
Client Success Stories
After my wife found Brittany and Alpha Osteopractic to help her train for the Chicago Marathon, Brittany mentioned to my wife that her business was new and she needed someone to handle her tax filings and answer some accounting questions.
"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!"
When Ali first approached Financial Umbrella, he was waiting on a substantial tax refund that had not arrived for months, and since then, we've grown together to providing bookkeeping, payroll, and tax services to Ali and his growing business.
"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."
Financial Umbrella brings years of experience.
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"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."
"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!"
"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 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..."
"Dane and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."
"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!"
"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 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 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."
"Financial Umbrella was so great! This was my first year filing income taxes for my LLC and they made it incredibly easy."
Tax + business tips from my Instagram.
Featured across multiple news outlets.
Helpful resources from my blog.
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.