Marketing executive Kevin Murphy wanted to provide a platform to motivated individuals who had a dream of living a better life. He founded Umbrella in 2010 in six locations across Texas.
We expanded our footprint nationwide under various family brands including Integrity Tax Returns, Experto Income Tax, Reliable Refund, and Xpert Taxes.
Leaving No Family Behind
As an organization we had reached the 200k milestone mark in tax returns processed and launched our innovative VTax model.
Creating a Future-Ready Growth Model
Umbrella rebrands the company with a contemporary look and voice and launches Umbrella Financial Services division, a marketing company whose affiliates offer a broad array of financial products and services.
We work with both dedicated tax preparers, and other businesses that believe tax preparation and financial services would complement their existing business. Consumer finance companies, insurance agents, car dealerships, and retail stores are just a few of the vertical markets with which we partner. Umbrella makes tax preparation simple and low-risk. Our relationships with tax software providers and industry banks enable us to offer high-quality software at an affordable price with a variety of refund products. From developing tax software, to preparing taxes to providing IRS-certification training, our staff of experienced, qualified professionals sets us apart in the industry.
Founded in Arlington, TX in 2011, Umbrella Financial Services Tax Solutions Group currently boasts a staff tax attorneys with decades of experience, tax practitioners, and other professionals. As an accredited business with the Better Business Bureau, we hold ourselves to the highest professional standards.