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Start Your Mobile, Virtual Tax Business

We’re shaking up the way that taxes are done by making it fun, easy and tech-forward. Join our team!
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Be Your Own Boss

 
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Work from Home

 
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Own Your Schedule

 

Start Your Mobile, Virtual Tax Business

We’re shaking up the way that taxes are done by making it fun, easy and tech-forward. Join our team!
R

Be Your Own Boss

 
R

Work from Home

 
R

Own Your Schedule

 

High-Profit Business

We offer less barriers, lower upfront and ongoing costs than other franchisees, with higher revenue-share profits.

 

Financial Freedom

Your recession-proof tax and financial services business has a never-ending stream of clients who need your help.

A Proven System

We give you everything you need to hit the ground running– training, marketing, technology and recruiting systems.

Your Mobile, Tech-Centric Tax & Financial Services Business

the tax executive

This package is designed for the beginner who has little to no experience with tax preparation and desires each and every tax return to be reviewed.

YOU KEEP: 60% of all tax preparation fees

AVERAGE INCOME: $20-40k/year

 

What’s Included

Start Your Own Tax Preparation Business with No EFIN!

IRS Tax Law Training. PTIN Required.

 

Systems, Recruitment and Marketing Tools

 

5-Year Licensing Term for Your Virtual Office

 

 

Ongoing Support. We Provide You an EFIN.

 

State & Federal Tax Filing Software, up to 10 Users

 
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Audit Representation Services

 

Financial Services Growth Model (Year-Round Revenue)

 

Bank Products/Refund Advances

 

Which model is best for you?

Take our 2-minute assessment and find out.
 
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“With Umbrella, there is no barrier! I had heard about the tax business being recession proof and thought that it was time to investigate a little further, so I went to an Umbrella sales seminar. I was attracted to Umbrella for two reasons. Number one, it’s a recession-proof business, which is very difficult to find, and the second was the system that Umbrella had to offer to its individual operators. There was a complete system with everything I needed to know.” Anthony Johnson

Pro Agent, Houston, Texas

Your Ownership Journey Starts Here

Complete the form and one of our business success consultants will be in touch with you shortly.
“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.”

Still Have Questions?

Call Us

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Contact Us

1162 W Pioneer
Arlington, TX 76013

Toll Free: 888-416-2797
Local: 817-652-8000
info@ufstsg.com
ufstsg.com

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