Portside Tax and Accounting
5.0 stars · 5 reviews · Serves Nationwide · Specializes in HENRYs (High Earners, Not Rich Yet), K1 Partnership Income, Multi-state Returns
Comprehensive tax services and advisory for individuals, small businesses, and nonprofits. Also specializing in tax relief, bookkeeping, payroll management, and business formation assistance.
Services
- Bank Reconciliation
- Bookkeeping
- Business & Entity Formation
- Business Tax Preparation
- Financial Reporting
- Individual Tax Preparation
- Payroll Services
- Sales Tax
- Tax Planning & Strategy
- Tax Preparation
- Tax Resolution & IRS Representation
Pricing
- Individual Tax Preparation + Filing — $395–$1,495 annually
- Business Tax Preparation + Filing — $1,195–$2,695 annually
- Nonprofit Tax Preparation + Filing — $495–$1,495 annually
- Full-Service Bookkeeping and Accounting — $255–$1,395 monthly
- Full-Service Payroll — $195–$0 monthly
Reviews
Vicky
5 stars
2025-09-13T22:09:20.233+00:00
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.
Terri Sawyer
5 stars
2025-09-13T13:40:53.412+00:00
Dane is detail oriented and very quick to respond to my messages and questions. He is amazing!
Michael Grant
5 stars
2025-09-11T14:05:19.311+00:00
AWESOME! Courteous, professional and knowledgeable. Couldn't ask for more. THANK YOU!
Josh Bogart
5 stars
2025-09-10T17:13:35.981+00:00
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.
Alyssa Andrews
5 stars
2025-09-09T16:28:00.992+00:00
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!