we are

Building Entrepreneurs

Umbrella Founded

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.

Expanding Nationwide

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 believe the world is a better place when more people achieve their highest ambitions.

Umbrella Financial Services Tax Solutions Group, LLC (UFSTSG) 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.

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.

Contact Us

1162 W Pioneer
Arlington, TX 76013

Toll Free: 888-416-2797
Local: 817-652-8000
[email protected]

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