Financial Umbrella LLC

locationWilmington, NC United States

Dane Janas EA

IRS-licensed Enrolled Agent & Tax Professional
Financial Umbrella LLC

About me

Hey there, I'm Dane! 👋

I'm your go-to tax professional, bookkeeper, and financial guru.

With over a decade in the game, I've been crunching numbers and navigating the ever-changing tax landscape with finesse. Based in beautiful coastal Wilmington, NC, I founded Financial Umbrella LLC to provide top-notch virtual services nationwide. Whether it's helping service-based businesses, entrepreneurs, or nonprofits, I've got you covered. Let's simplify your finances and pave the way to financial success together!

As a seasoned tax professional and financial expert, I've had the privilege of sharing my insights with top-tier publications like US News & World Report, Yahoo! News, BestCompany, and Business News Daily. My expertise has been recognized and sought after, allowing me to contribute valuable knowledge to help individuals and businesses navigate the complexities of finance and taxation.

My roles and specialties

Financial Consultant

Accountant, Bookkeeper, Tax Professional

What education and licenses do you have?

I am an IRS-licensed Enrolled Agent (EA) authorized to prepare returns and represent taxpayers before the IRS and related state & local tax agencies. The EA designation is the highest credential the IRS awards to tax professionals. Enrolled Agents are referred to as "America's Tax Experts".

I have been preparing tax returns for individuals, businesses, and nonprofit organizations for 12+ years. I have previously worked with public accounting firms, tax preparation firms, and private organizations. I am also an Authorized IRS eFile Provider.

Outside of tax services, I am a certified Quickbooks ProAdvisor, Gusto-certified People Advisor, a Freshbooks-certified Collaborative Accountant, and a partner of Relay Financial.

What advice would you give a customer looking to hire a provider in your area of work?

We always urge potential clients to check your tax expert's credentials! Most of the time, it is a simple check you can do online for yourself. For tax professionals, ensure they are an Enrolled Agent (EA), Certified Public Accountant (CPA), or tax attorney. Especially if you are looking for a tax relief or representation professional, ensure they are an EA.

Additionally, we caution potential clients not to fall for the false advertisement that one tax preparer or accountant can get you more of a refund than another. It all comes down to knowledge and trustworthiness. If your tax professional is knowledgeable, he/she will get you the best refund possible the first time around.

If you're looking for a bookkeeper, the credentials can be harder to check. Ensure that they are licensed or certified in the bookkeeping software you utilize (like a Quickbooks ProAdvisor) and that they have references or testimonials from other clients they've provided these services for.

Do you have reviews or testimonials from clients?

Sure do! Here are just a few:


"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."

- Ali A., Owner, Lehigh Valley Cleaning Services


"We are very happy with Financial Umbrella LLC. Dane responds very quickly and always answers all our questions. Our taxes were completed in plenty of time. His pricing is fair and we will continue to use him. I highly recommend him!"

- Vicky M., Treasurer, Save the Animals Rescue Team


"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."

- Dave V., Owner, Virnelson Equipment Service LLC

Contact me

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