Modernize Your Tax Practice

Earn $30-80k per year using our proven model.

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Increase Profits

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Earn Year-Round Revenue

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Do Business on the Go

Modernize Your Tax Practice

Financial services for the digital era

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Increase Your Profits

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Earn Year-Round Revenue

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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

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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.”
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“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! Derrick Browning

Expert Agent, Houston, Texas

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

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