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Financial Umbrella LLC Reviews 

9
•
TrustScore 4.5 uit 5

4,3

Belastingadviseur
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Bedrijfsgegevens

  1. Belastingadviseur
  2. Accountant
  3. Boekhouder
  4. Belastingconsultant
  5. Belastingadvies
  6. Belastingaangifte

Geschreven door het bedrijf

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, we've got you covered. With us, you'll gain access to dedicated professionals who are passionately committed to your financial success, all at a cost that fits your budget seamlessly.

Contactgegevens

4,3

Uitstekend

TrustScore 4.5 uit 5

9 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,3

Alle reviews

(9)

0 reviews in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Experienced and Trustworthy

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.

1 mei 2024
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Antwoord van Financial Umbrella LLC

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.

Beoordeeld met 5 van de 5 sterren

Dane is fantastic

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.

25 maart 2024
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Antwoord van Financial Umbrella LLC

Thank you so much for your kind words, Josh! It's been a pleasure working with you and I'm glad to hear that my explanations have been helpful. Providing quality service at an affordable price is always my goal. If you ever need assistance in the future, don't hesitate to reach out.

Beoordeeld met 5 van de 5 sterren

Dane saved the day!

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 questions. Dane got to work and within a few days my taxes were ready to go. He also produced a very cool informative video about my tax breakdown which was very impressive. I have already recommended Dane to a few friends and family members and look forward to working with him for years to come!

8 april 2024
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Antwoord van Financial Umbrella LLC

Thank you so much for your kind words! I'm thrilled to hear that I could assist you in navigating your tax needs efficiently and effectively. It's always my priority to provide timely and reliable service, especially when unexpected challenges arise. I'm glad the mobile app streamlined the process for you, and it's fantastic to hear that you found the tax breakdown video informative and engaging. Your recommendations mean a lot to me, and I'm excited about the opportunity to continue supporting you and your loved ones in the years ahead.

Beoordeeld met 5 van de 5 sterren

Dane was awesome!

Dane was very helpful and knowledgeable.
The short video explaining everything was great.

27 februari 2024
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Antwoord van Financial Umbrella LLC

Thank you for taking the time to share your experience! I'm thrilled to hear that I was able to assist you effectively and that you found the explanatory video helpful.

Beoordeeld met 5 van de 5 sterren

Seamless and very supportive experience…

Seamless and very supportive experience filing taxes! This was out first year with multiple W2s and owning 2 businesses. WELL WORTH EVERY PENNY to have the support, oversight and knowledge from Dane! Thank you!

5 april 2024
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Antwoord van Financial Umbrella LLC

Thank you so much for taking the time to share your experience with us, Brittany! I am thrilled to hear that you found the tax filing process seamless and supportive. It's wonderful to know that I was able to provide you with the support, oversight, and knowledge you needed. I truly appreciate your kind words and are grateful for the opportunity to assist you.

Beoordeeld met 5 van de 5 sterren

Everything is made so user friendly and…

Everything is made so user friendly and so efficient. No complaints at all.

16 april 2024
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Antwoord van Financial Umbrella LLC

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.

Beoordeeld met 5 van de 5 sterren

Dane was really responsive and quick to…

Dane was really responsive and quick to get our tax returns complete.

15 maart 2024
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Antwoord van Financial Umbrella LLC

Thank you so much for your kind words! It was a pleasure assisting you with your tax returns, and I'm glad to hear that you found my service responsive and quick. If you ever need assistance in the future, please don't hesitate to reach out.

Beoordeeld met 5 van de 5 sterren

Highly Recommended!

Thank you Dane for taking us on as a client! You are truly a pleasure to work with, and we highly recommend you. We look forward to working with you many times again!

20 februari 2024
Review zonder uitnodiging
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Antwoord van Financial Umbrella LLC

Thank you, Tracey! It was a pleasure working with you this year as well and I am glad to hear that I appreciate the kind words and recommendation.

Beoordeeld met 5 van de 5 sterren

Professional Service

Financial Umbrella and Dane are experienced tax professionals who provide quality service and care for myself and my business. I have been using Dane for several years now and he has made the hassle of tax season a breeze. Strongly recommend any of his services to the individual and/or business.

21 februari 2024
Review zonder uitnodiging
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Antwoord van Financial Umbrella LLC

Thanks Nick! It is a pleasure to work with you and we appreciate your trust in handling all your tax and business needs.

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