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

Download Your Business Success Guide

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Modernize Your Tax Practice

Financial services for the digital era

N

Increase Profits

N

Earn Year-Round Revenue

N

Do Business on the Go

Download Your Business Success Guide

Your Umbrella business mentor will connect with you soon.

Easy & Affordable

Less barriers, lower upfront and ongoing costs than other franchisees, and higher revenue-share profits. Compare Umbrella’s low cost entry to other national tax franchise opportunities.

Tech Forward

Gain more freedom over your business, schedule, lifestyle, and geographic location using the latest innovations in tax tech solutions. With us, you have the option to open a virtual office, or a classic brick-and-mortar structure.

Year-Round Revenue

Provide year-round financial services to your existing tax preparation clients. Implement modern technology to improve efficiency, streamline processes and take your practice online.

Start Your Mobile, Tech-Forward Tax & Financial Services Business

the tax MOGUL

Our most popular model and is designed for the tax prep business entrepreneur who, generally, has some experience or exposure with the tax preparation business or is otherwise confident about their ability to prepare tax returns without the necessity of each and every return being reviewed.

YOU KEEP: 70% of all tax preparation fees.

AVERAGE INCOME: $30-80k/year

Get Started

“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.”

What’s Included

Run your tax business like a major tax business.

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Build & Train your Own Team of Tax Moguls

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IRS Tax Law Training Provided. EFIN/PTIN Required.

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5-Year Leasing Term for with Virtual Office Option

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State & Federal Tax Return Software (Personal & Business) for Unlimited Users

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Bookkeeping Software Included

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Audit Representation Services

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Financial Services Growth Model included (Year-Round Revenue)

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Bank Products/Refund Advances

Umbrella Compared

A fair-and-square price comparison to other tax franchisee brands

Which model is best for you?

Take our 2-minute assessment and find out.

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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