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Umbrella Tax Services
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Umbrella Tax Services

Business Type:
Total Capital Investment:
$199 to $1,500
Liquid Capital Required:
Financial Assistance:
Training & Support:

Umbrella Financial Services Tax Solutions Group (UFSTSG) is an industry leading tax service bureau that is a one-stop-shop for professional tax software, tax office set-up, support, and marketing firm. We offer resources of a national chain, but the personalized service of a small firm for the least amount of money in the shortest period of time. Plus, we guarantee our revenue sharing percentage will remain significantly lower than our direct competitors when you start a tax business with UFSTSG.


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A Great System and Mission

Umbrella is a tax service bureau that provides professional tax software, financial services, bank products, and support. We offer aspiring entrepreneurs a path to financial freedom by providing licensing opportunities and assistance in opening Umbrella financial service/tax preparation offices.

Our Guiding Philosophy

Based on the Golden Rule we aim to treat our licensees, our client and our team members the way we want to be treated.  Umbrella is much more than a “tax service bureau” it's an opportunity to live your dreams, impact your community and be your own boss.

Our Mission

To create value and make a difference in the tax industry. We do this by creating a low-cost investment opportunity than allows inspiring entrepreneurs to experience financial freedom.

Our Vision

To be one of the industry-leading tax service bureaus in profit margin by delivering consistently high standards of customer service, taking care of our team members and meeting the expectations of our licensees.

why umbrella

content image 1Umbrella 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.

We empower business owners with our personal, concierge-like training and support to provide them with the practical know-how to build, manage and grow a successful financial services business, backed by our decades of experience, industry accolades and passion for mentoring aspiring entrepreneurs.

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We provide access to financial knowledge, tools, and resources so that all families create better financial futures.

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umbrella own success

We make it easy to start your own tax prep and financial planning business. Choose from one of three flexible options:


Designed for the entrepreneur just getting into the tax preparation business or simply wants to save on startup cost. You source the return and use our innovative mobile business platform to help your clients submit their tax profile and documents to our expert team of tax professionals. We handle the rest (the filing and customer support).

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As an owner, you are responsible for staffing and marketing your tax prep business and preparing tax returns. This package is designed for the beginner who has little to no experience with tax preparation and desires every return to be reviewed.

expert umbrella

As an owner, you are responsible for staffing and marketing your tax prep business, preparing tax returns, and reviewing each tax return for accuracy and IRS compliance, and e-filing tax returns directly with the IRS.

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The process is simple.

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umbrella testimonials

“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.”  -Derrick B.

“With Umbrella, there is no barrier, regardless of your race or of your sex, and I enjoy the vast opportunities that Umbrella has delivered to my family.” -Cecilia R.

“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 reason. 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. This was a complete system with everything I needed to know.” -Anthony J.

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