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.

"Excellent service and timeliness! Thanks once again Dane!"

Tracey V.
Tracey V.
Individual Taxpayer

"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 & USMC Pilot

"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..."

Vince C.
Vince C.
Individual Taxpayer

"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

"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."

Discover tax + business tips on our Instagram.

If you’ve already gone too far mixing things, don’t panic. That’s what pros are for!
CEOs who talk like this grow their business:
Mark these deadlines on your calendar now!
As business owners, it's easy to get caught up in the daily grind.

Other free tax + business resources.

The One Big Beautiful Bill Act Update (OBBBA)
Tax Tips

The One Big Beautiful Bill Act Update (OBBBA)

Whether you’re a wage earner, a family, or a small business owner, the tax updates for 2025 and beyond bring opportunities for planning and savings.

Learn more
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

Get started.

Ready to take the stress out of taxes and accounting? At Financial Umbrella, we make it easy to get started. Whether you’re an individual, small business, or nonprofit, we’ll guide you step-by-step—from your first consultation to delivering clear, accurate results you can trust. Tell us about your needs, and we’ll handle the rest, so you can focus on what matters most. Click the button to begin!

Work With Us