Based on 7 reviews
Everything is made so user friendly and so efficient. No complaints at all. Financial Umbrella has made the whole idea of accounting and payroll for my business easier than I’ve ever expected. I couldn’t be any happier and I highly recommend.
Thank you so much for your kind words! We are delighted to hear that you found our platform user-friendly and efficient. Your satisfaction is our top priority, and we are thrilled that we were able to provide you with a seamless experience.
I’m a volunteer with a nonprofit organization, and Dane at Financial Umbrella has been handling our taxes for the past four years. We’ve been extremely satisfied with his service. He responds promptly to any questions I have and is always willing to help. Our tax filings are completed on time each year, and I have nothing but positive feedback about his work. I definitely recommend him.
Thank you so much for taking the time to share your experience with me! I am so thrilled to hear that you're happy with my services. Providing timely responses and thorough answers to your questions is always my priority. I'm glad I could meet your expectations in terms of both service and pricing. It's wonderful clients like you that make my work so fulfilling. I look forward to continuing to support you and appreciate your recommendation!
Financial Umbrella, 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 well deserved. He even took the time to record a personalized video to explain my return in detail. Simply put, he goes the extra mile. Financial Umbrella maintains a high standard in order to provide a financial service that is second to none. I will certainly be using them again in the future, and highly recommend them for those who value quality!
Thank you very much for taking the time to share your experience with Financial Umbrella and specifically highlighting Dane's exceptional service. We are thrilled to hear that we made your tax filing process effortless and efficient, ultimately resulting in a maximum return for you. Your recommendation and intention to work with us again in the future mean a lot to us, and we look forward to continuing to exceed your expectations.
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.
Thank you for your kind words! It's been a pleasure working with your company, and I'm thrilled to hear that Financial Umbrella has been able to meet your needs effectively. Providing thorough and experienced service is always my top priority, and it's fantastic to know that my assistance in navigating the complexities of taxes and financial planning has been beneficial for your business. I look forward to continuing to support you in the future and helping your company thrive even further.
Had a great experience with Dane filing our 990's. It was our first time, and he made the experience VERY easy. Thank you!
Dane is extremely knowledgeable about state and federal tax requirements and had in depth understanding navigating the payroll software used by our company. Dane handled our situation professionally and helped us quickly resolve some of our tax compliance issues and answer all questions we had regarding the subject. Strongly recommend working with Dane, and I look forward to as well!
Dane was excellent to work with. He was very responsive to our questions and provided details responses. He created a video presentation very tailored to our tax situation which we really appreciated. He is an excellent communicator who ensured our tax filing was done smoothly and effectively. We had no issues working with Dane the past 3 weeks and has been one of my best experiences.
