Client Reviews

“We are a non profit who was seeking support in filing a 990 for the first time. Portside [formerly Financial Umbrella] is AWESOME! Courteous, professional and knowledgeable. Couldn't ask for more.”

“I've been working with Dane at Portside [formerly Financial Umbrella] for a few years and the experience 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.”

“Dane is extremely knowledgeable and can explain processes in detail so that you understand what is happening. 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!”

“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!”

“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.”

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

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

“I've been working with Dane at Portside [formerly Financial Umbrella] for a few years and the experience 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.”

“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!”

“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.”

“I recently had the pleasure of working with Dane to file my taxes this year and he was absolutely fantastic! Not only did he complete the process in record time, but he also handled everything with a great level of accuracy and attention to detail for any higher level tax questions I had between multiple tax forms that needed to be filed. I was really impressed with the entire process and the method to file was extremely convenient and easy to follow. I highly recommend Dane if you're looking for someone to get the job done quickly and accurately, but also answer your questions and take the time to understand your financial planning/tax needs. He made the tax season a breeze for me!”

“Dane with Portside [formerly 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 in order to make things run smoother. Dane is quick to respond to any questions via phone and text. We can’t recommend financial umbrella enough!”

“Portside [formerly 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!”

“Everything is made so user friendly and so efficient. No complaints at all. Portside [formerly 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.”

“I’m a volunteer with a nonprofit organization, and Dane at Portside [formerly 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.”

“Using Portside [formerly 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.”

“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.”

“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!”