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!
Be Your Own Boss
Work from Home
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!
Be Your Own Boss
Work from Home
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
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
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.

“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.”
Your Ownership Journey Starts Here
Download our free business roadmap and get in touch with one of Umbrella’s business mentors.
Your Ownership Journey Starts Here
Download our free business roadmap and get in touch with one of Umbrella’s business mentors.
“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?
Contact Us
1162 W Pioneer
Arlington, TX 76013
Toll Free: 888-416-2797
Local: 817-652-8000
[email protected]
ufstsg.com