We work with a number of wonderful banking partners including Refund Advantage, Republic Bank and Santa Barbara Tax Products Group.
Book a No-Obligation Consultation
Which model works for you?
Frequently Asked Questions
How much does it cost to start a business with Umbrella?
Your total upfront costs range from $199-1,299 to license our products, all depending on which model you choose..
What exactly do you assist me with?
Everything you need to operate a tax office with financial services: IRS Registration, Software, Bank Products, Training, 24/ 7/365 IT and Tax Law Support, Financial Services Training, Marketing/Promotional Materials, and a Business Development Manager to guide you step-by-step, and much more.
Is there an education or skills requirement?
No. We have a robust training program to teach you everything you need to be successful.
I’ve been preparing tax returns for years; do I need the training?
Yes because our unique system is designed to help you build, manage and market your business to offer both tax preparation and financial coaching services.
Our expert package provides the technology and resources to not only improve convenience and efficiency for you and your team, but will also enhance the quality of service and year-round services you can provide to your clients.
What does the training include?
Our online training is self-paced. We have training videos and other materials available via our partner company 1040taxinstitute web site for you to review on your own schedule. Most people grasp the software in a matter of hours. The more you practice, the faster and more efficient you will become. Most Licensees become comfortable and confident in a short period of time.