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.

"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

"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 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."

Rumana R.
Rumana R.
Individual Taxpayer

"Had a great experience with Dane filing our 990's. It was our first time, and he made the experience VERY easy. Thank you!"

Michael G.
Michael G.
President
Give Music, Inc.

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.

Excellent service and timeliness! Thanks once again Dane!

Tracey V.
Tracey V.
Tracey V.

Discover tax + business tips on our Instagram.

If you sell an asset (like a stock or property) for more than you paid for it, you need to make sure your accountant knows you had a capital gain! 📈
As someone who works with a ton of service businesses, these are the 3 financial habits I see from my most successful clients:
In honor of Earth Day today, I'm sharing some of my favorite tips for making your business a little friendlier to our Earth:
Forgot to file your taxes before April 15th? 👀

Other free tax + business resources.

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
How to Get Your Business License in Florida

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.

Learn more

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🚨 To ensure top-notch service for existing clients, we are pausing accepting new clients until further notice. Join our waitlist here.