We Are Building Entrepreneurs
In 2010 Umbrella Financial Services Tax Solutions Group, LLC. (UFSTSG) set out to provide the public with the highest quality tax services. Today we continue to serve our clients, our community, and our brand with the same passion. Our proven system has helped 100s of entrepreneurs successfully build their own tax business.
A Great System and Mission
Umbrella is a tax service bureau that provides professional tax software, financial services, bank products, and support. We offer aspiring entrepreneurs a path to financial freedom by providing licensing opportunities and assistance in opening Umbrella financial service/tax preparation offices.
Our Guiding Philosophy
Based on the Golden Rule we aim to treat our licensees, our client and our team members the way we want to be treated. Umbrella is much more than a “tax service bureau” it’s an opportunity to live your dreams, impact your community and be your own boss.
Our Mission
To create value and make a difference in the tax industry. We do this by creating a low-cost investment opportunity than allows inspiring entrepreneurs to experience financial freedom.
Our Vision
To be one of the industry-leading tax service bureaus in profit margin by delivering consistently high standards of customer service, taking care of our team members and meeting the expectations of our licensees.
Why UMBRELLA
Umbrella Tax Solutions provides go-getters with the tools, skills and mentorship to successfully launch a low-cost, recession-proof, high-growth business. As a result, our business owners gain confidence, prosperity and freedom to live life on their terms.
We empower business owners with our personal, concierge-like training and support to provide them with the practical know-how to build, manage and grow a successful financial services business, backed by our decades of experience, industry accolades and passion for mentoring aspiring entrepreneurs.
EVERYTHING YOU NEED TO SUCCEED
We provide access to financial knowledge, tools, and resources so that all families create better financial futures.
OWN YOUR OWN SUCCESS
We make it easy to start your own tax prep and financial planning business.
As an owner, you are responsible for staffing and marketing your tax prep business and preparing tax returns. This package is designed for the beginner who has little to no experience with tax preparation and desires every return to be reviewed.
As an owner, you are responsible for staffing and marketing your tax prep business, preparing tax returns, and reviewing each tax return for accuracy and IRS compliance, and e-filing tax returns directly with the IRS.
Leave a Comment