5.0
Average rating
5
Client Reviews
What Our Clients Say
5.0
5 Client Reviews
Alyssa Andrews
September 9, 2025
Current client since 2023
5.0
Reason for working with Financial Umbrella LLC
Dane is extremely knowledgeable and can explain processes in detail so that you understand what is happening.
Experience working with Financial Umbrella LLC
Dane is the absolute best! I have referred him to my family members and trust him with all tax needs. He really cares and goes to length to make sure we understand the process. He also makes sure we are doing what is best for us financially. I cannot recommend Financial Umbrella enough!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Dane Janas, EA
September 9, 2025
Thank you so much for this amazing review, Alyssa! I’m truly grateful for your trust — it means the world to me. I always want you to feel confident and informed every step of the way, and I’m so glad that comes through. It’s an honor to support you and your family with your tax and financial needs!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Josh Bogart
September 10, 2025
Current client since 2023
5.0
Reason for working with Financial Umbrella LLC
Simple process and ease of connection.
Experience working with Financial Umbrella LLC
I've been working with Dane at Financial Umbrella for a few years and the experiance has been great! He is always super helpful and quick to answer all my questions. Tax season is a breeze as Dane just handles all of it.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Dane Janas, EA
September 10, 2025
Thank you so much for your kind words, Josh! I truly appreciate your trust over the years and I’m glad to make tax season stress-free for you. It’s always a pleasure working with you and being able to support you whenever questions come up!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Service-based small businesses, entrepreneurs, solopreneurs, and service providers are our specialty. Additionally, we welcome both personal and business clients seeking tax relief services.
Clients who wouldNOTbe a good fit
I may not be the best fit for those with straightforward W-2 income, foreign earned income, or expatriate returns. I also do not work with product-based small businesses, only service-based.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industries
Client Type
Services Offered
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Financial Umbrella LLC's Tech Stack
About Financial Umbrella LLC
Financial Umbrella's extensive range of financial services caters to service-based businesses, creators, and entrepreneurs alike. From tax planning and filing to precise accounting and bookkeeping, and even expert business formation services, I've got you covered. With me, you'll gain access to a dedicated professional who is passionately committed to your financial success, all at a cost that fits your budget seamlessly.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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