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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.
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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.
"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 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 our Instagram.
Other free tax + business resources.
The One Big Beautiful Bill: What You Need to Know About the Latest Tax Changes
The newly passed One Big Beautiful Bill is shaking up the tax landscape with several high-impact provisions - some temporary, some permanent. 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.
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.
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