Maximize Profits, Minimize Hassle .
Our expertly crafted tax services, bookkeeping, and other financial tools and guidance are tailored to meet the unique needs of service providers, creators, and entrepreneurs.
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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 electronically.
Bookkeeping + Payroll
Allow our team of skilled QuickBooks ProAdvisors and payroll specialists 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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Our clients are
everything to us.
Financial Umbrella consistently receives stellar client reviews, showcasing their unmatched proficiency in financial consulting and strategic guidance. Clients praise their dedicated team for providing customized solutions, building trust, and delivering outstanding results, solidifying Financial Umbrella's position as a trusted ally in navigating intricate financial terrains.
"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..."
"Financial Umbrella are experienced tax professionals who provide quality service and care for myself and my business. I have been using them for several years now and they have made the hassle of tax season a breeze. Strongly recommend any of their services to individuals and/or businesses."
"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!"
"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..."
Discover tax + business tips on our Instagram.
Other free tax + business resources.
A Beginner's Guide to Saving Money on Taxes
Tax planning involves strategically organizing your financial affairs to minimize your tax liability and maximize your savings.
How to Use Your Tax Refund Wisely
When you file, if you have paid more in taxes throughout the year than you owe, you may be eligible for a refund.
IRS Updates: Track Your Tax Refund Status
Track your tax refund using updates from the IRS. Check your refund status and resolve any issues with your return.