Modernize Your Tax Practice
Earn $30-80k per year using our proven model.
Increase Profits
Earn Year-Round Revenue
Do Business on the Go
Modernize Your Tax Practice
Financial services for the digital era
Increase Your Profits
Earn Year-Round Revenue
Mobile, Virtual Business Model
How It Works
Keep Your Professional Independence
Not only are we one of the most respected names in the industry, we also have less barriers, lower upfront and ongoing costs and higher revenue-share profits than other franchisees. Compare Umbrella’s low cost entry to other national tax franchise opportunities. With us you’ll earn more while running your business YOUR way.
Streamline Operations with Tech-Forward Solutions
Gain more freedom over your business, schedule, lifestyle, and geographic location using the latest innovations in tax tech solutions. Implement modern technology to improve efficiency, streamline processes and take your practice online.
Earn More Profit with Year-Round Revenue
How can you expand your client base without opening new locations? Tap into the younger Millennial market with tech-forward solutions PLUS create year-round revenue by offering financial services in addition to tax preparation. We’ve perfected a system that creates year-round revenue so you can earn more from your existing client base.
What’s Included
Run your tax business like a major tax business.
Build & Train your Own Team of Tax Moguls
IRS Tax Law Training Provided. EFIN/PTIN Required.
5-Year Leasing Term for with Virtual Office Option
State & Federal Tax Return Software (Personal & Business) for Unlimited Users
Bookkeeping Software Included
Audit Representation Services
Financial Services Growth Model included (Year-Round Revenue)
Bank Products/Refund Advances
Umbrella Compared
A fair-and-square price comparison to other tax franchisee brands
“Umbrella gave me enough money to get through college.”
“Umbrella helped me save for the things that matter.”
“My business with Umbrella allows me to live the life I want.”
“I started literally from nothing, with no experience in the business world. At this point I am 5 years in the Umbrella system, I currently own 4 offices, and this year I joined the Half Million Dollar Club with Umbrella Financial. Just like everyone else who joins forces with Umbrella, I started with a consultation with one of their business counselors. I encourage you to do the same! It will be the best call you ever make!
Your Ownership Journey Starts Here
Complete the form to connect with one of our business mentors.
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.
Umbrella Entrepreneurs Nationwide
Tax Returns Processed
Families Helped Since 2010
Umbrella Entrepreneurs Nationwide
Tax Returns Processed
Families Helped Since 2010
©UFSTSG. All Rights Reserved 2018. | Designed by JNAgency.com