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.

"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

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.

"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

Excellent service and timeliness! Thanks once again Dane!

Tracey V.
Tracey V.
Tracey V.

"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 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

Discover tax + business tips on our Instagram.

This is your sign to hit the FOLLOW button and click the link in my bio so that you can *finally* feel confident in your numbers! 🖥️
Before you open up your checkbook, make sure you know these things about charitable contributions!
🚨 Tax Time Alert! 🚨
No April Fools jokes here, just a few real-life tax laws that sound too ridiculous to be true! 🤪

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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🚨 We have a few spots left for new tax clients this tax season - if you have everything ready to go, get started now!