Empowered
for success.
Join the many service-based businesses, creators, entrepreneurs, and nonprofit organizations who have enhanced their businesses with our financial tools and advice.
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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
Let our expert QuickBooks ProAdvisors and payroll specialists manage your intricate back-office tasks while you focus on running your service-based business or nonprofit organization.
New Business Formation
Start your new service-based business or nonprofit idea on the right foot to ensure profitability. Validate your idea swiftly and start generating revenue. Success awaits!
Combination Packages
Take charge of your financial future with comprehensive formation, tax, accounting, bookkeeping, and resources tailored for success in your service-based business or nonprofit.
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.
"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."
"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..."
"Dane and Financial Umbrella make everything so user friendly and so efficient. No complaints at all."
"Financial Umbrella's professionals are incredibly informed and punctual. They are an asset to any company."
"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!"
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.