Get Under the Umbrella!
Welcome to Financial Umbrella, where we're dedicated to relieving you of tax and accounting worries. With our team of trusted advisors, we aim to transform your tax and accounting experience. Our goal is to provide you with comprehensive understanding of your tax situation, achieved through the expert guidance and consulting of licensed tax and accounting professionals.
Get StartedWhat Makes us Different?
100% online
All services are delivered entirely online, eliminating the need for in-person office visits. This ensures convenience for everyone!
5-Star Google® Rating
We take pride in our perfect five-star Google® rating, reflecting the satisfaction of many clients who have chosen Financial Umbrella.
10+ years in business
Our team of tax professionals and advisors has over 10 years of experience in the tax and accounting industry, ensuring a wealth of expertise.
2,500+ returns filed
Financial Umbrella has successfully filed over 2,500 tax returns, demonstrating our proficiency and expertise in handling tax matters.
Financial Umbrella brings years of experience.
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"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."
"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..."
"Dane and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."
"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..."
"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..."
"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."
"Financial Umbrella was so great! This was my first year filing income taxes for my LLC and they made it incredibly easy."
"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!"
"Thank you to Financial Umbrella for taking us on as a client! They are truly a pleasure to work with, and we highly recommend you. We look forward to working with you many times again!"
"Financial Umbrella's professionals are incredibly informed and punctual. They are an asset to any company."
Tax + business tips from our Instagram.
Featured across multiple news outlets.
Helpful resources from our blog.
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.