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.

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How Financial Umbrella Works

Step 1

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.

Step 2

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.

Step 3

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.

Step 4

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.

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Financial Umbrella's list of services

Client Success Stories

Financial Umbrella is happy to feature just a few of our client success stories here on our website.

Brittany F.
Alpha Osteopractic LLC
Hampstead, NC

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.

Owner
Brittany F.
had this to say:

"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!"

Ali A.
Lehigh Valley Cleaning Services LLC
Bethlehem, PA

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.

Owner
Ali A.
had this to say:

"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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"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!"

Annette L.
Annette L.
President
Save the Animals Rescue Team

"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..."

Vincent Cravero
Vince C.
Individual Taxpayer

"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!"

Brittany F.
Brittany F.
Owner
Alpha Osteopractic LLC

"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

"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..."

William P.
William P.
Individual Taxpayer

"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."

Sarah W.
Sarah W.
Owner
Moonflwrmedia

"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

"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 and Financial Umbrella are incredibly informed and punctual. They are an asset to any company."

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Helpful resources from my blog.

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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.

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

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Corporate Structures: C Corp vs S Corp

In the dynamic world of business, the decision to incorporate your business is a significant one, often marking a pivotal point in your entrepreneurial journey.

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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.

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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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