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.
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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.
"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."
"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!"
"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."
"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."
Discover tax + business tips on my 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.