Get Under the Umbrella!

Board members and officers Vicky and Annette from Save the Animals Rescue Team (START) reached out to Dane for help with their nonprofit’s 990 tax return.

"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!"

Dave, a skilled heavy equipment mechanic with a loyal following, turned to Financial Umbrella when he decided to branch out on his own. Despite his expertise and strong customer base, he needed guidance on launching his new business, managing bookkeeping, and setting up payroll.

"Dane and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."

Josh connected with Financial Umbrella when he was launching a new bin cleaning business in the Lehigh Valley. As one of the first service providers of its kind in the area, he had questions about setting up the business, potential sales tax obligations, and how to properly manage taxes as a newly self-employed entrepreneur.

"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."

Nick was starting a new business but felt overwhelmed. Balancing a full-time job, launching a side venture, and managing a new business partner left him unsure of how to move forward. After a family member’s referral, Nick turned to Dane and Financial Umbrella.

"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."

After my wife found Brittany and Alpha Osteopractic to help her train for the Chicago Marathon, Brittany mentioned to my wife that her business was new and she needed someone to handle her tax filings and answer some accounting questions.

"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!"

When Ali first approached Financial Umbrella, he was waiting on a substantial tax refund that had not arrived for months, and since then, we've grown together to providing bookkeeping, payroll, and tax services to Ali and his growing business.

"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."