Why Yellow Umbrella Exists
After years of helping Fortune 500 companies with million-dollar budgets, I realized the businesses that needed the most help were getting the least attention. Small businesses and hardworking individuals deserve the same level of strategic thinking and year-round support that big companies take for granted and you don’t need a Big Four firm to help you.
You shouldn't have to choose between:
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Personal attention OR professional expertise
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Fair pricing OR comprehensive service
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Seasonal tax help OR year-round financial partnership
At Yellow Umbrella, you get all of it.
Our Approach
Partnership Over Transactions
I don't just prepare your taxes or organize your books and then disappear until next April or the quarterly reporting cycle. I'm here when you have questions about that business purchase, when you're wondering about quarterly payments, or when you need someone to explain what your financial reports actually mean.
Real Business Experience
Having worked in operations, marketing, and finance gives me a 360-degree view of how businesses actually work. I've been in budget meetings, launched campaigns, managed P&Ls, and helped companies scale from startup to success.
Arizona Expertise
This is my home. I understand Arizona tax laws, local business challenges, and the opportunities available to Arizona entrepreneurs and families.
The Process
Our Tax Preparation Process
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Step 1. Free Consultation:
Let's discuss your situation and how we can help maximize your tax savings.
Step 2. Secure Document Upload:
Easy, secure portal for sharing your tax documents when convenient for you.
Step 3. Expert Review & Preparation:
Thorough review to ensure accuracy and maximum deductions.
Step 4. Review & E-File:
We explain everything before filing and get your refund processed quickly.*
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*It doesn't end when we file, we maintain a relationship to find you future savings, plan for the next season and build a strong financial relationship.