HOW WOULD YOU LIKE TO MAKE

$130 -$375 PER TAX RETURN IN JUST 15 MINUTES OR LESS?

BECOME AN OWNER
LET'S TALK

Ashleigh Culclager

Sr. Business Development Manager

m: 870.718.9876
e: ashleigh@ufstsgsales.com

Start or Grow Your Own Tax & Financial Services Business with Umbrella

AS SEEN IN

WHY THE TAX INDUSTRY

The tax preparation industry has an advantage over many other start-ups. Most people are required to file a tax return every year. Tax preparation is a big business generating over $7.7 billion in annual revenue. The IRS processed roughly 82 million professionally prepared tax returns last year. According to an industry report, the profitability of tax preparation, bookkeeping, and payroll services were second only to privately held oil and gas extraction companies.

Take control over your schedule, lifestyle, and geographic location managing your business from anywhere, any time.

Manage Your Business The Way You Want

Earn an Extra Consistent, Reliable Income

Professional Growth & Development

Build your own low-cost, recession-proof, high-growth tax and financial services business– we’ll show you how.

Whether you’re a seasoned professional or new in your career, we’ve got unique plans to help you earn more money, develop your skillset and build your dream business.

UMBRELLA BENEFITS

Client management

Tax preparation software & custom mobile app

Proven marketing strategies

Personalized market analysis

Customizable sales materials

Customer and technical support

Year round revenue and growth model

24/7 access to online training content

Bilingual support (English and Spanish)

Bank enrollment and registration assistance

Prepaid debit cards

IRS enrollment and registration assistance (EFIN and PTIN)

and much more.

TAXES ARE JUST THE BEGINNING

Year Round Income. No Experience Necessary. Be Your Own Boss. Succeed With Ongoing Support

HOW DOES IT WORK?


We give go-getters everything they need to be successful using our proven, time-tested system. We provide access to financial knowledge, tools, and resources so that all families create better financial futures.

THE UMBRELLA ADVANTAGE

Everything you need to run and grow your practice. Our proven assembly line system helps you build your business fast, have more time to enjoy life and best of all with little to no overhead cost.

CLOUD BASED SOFTWARE

Goes where you go. Whether it’s home, office, or other office, you stay connected.

Supports bank product which allows your customers to pay-by-refund or receive an advance.

BANK PRODUCTS

SMART MARKETING

Reach contacts, prospects, followers and your team with a digital marketing suite that brings your business to life.

Our innovative business model helps entrepreneurs succeed together and avoid the obstacles that plague traditional financial services businesses.

ESTABLISHED BUSINESS MODEL

GROWTH POTENTIAL

Enjoy compensation and advancement and year round earning opportunities that are unlike anything else in the financial services industry.

One of the most advantageous benefits of building your business with Umbrella is the personal and professional development you experience.

TRAINING AT EVERY TURN

FROM TAX PREP TO TAX PLUS

Expanding services to become a “tax plus” company—preparing tax returns, plus offering year-round financial products and services with Umbrella.

LEVERAGE YOUR COMPETITIVE ADVANTAGE


Today’s clients are becoming savvier than ever with demands that extend beyond tax preparation. Chances are you’ve seen this change first hand and its important to take advantage of this opportunity to better serve your clients. It is critical to begin positioning yourself as their sole financial consultant to not only retain these clients, but also remain competitive in the industry. Often clients lack access to high quality affordable products and services that allow them to meet their financial needs for spending, saving, borrowing and protecting.

INQUIRE NOW

BEYOND TAXES WITH

LEARN MORE

WHAT MAKES US BETTER?

We are devoted to helping you build a successful, long-lasting business.

  • We are not simply a seasonal business
  • We offer products and services year round
  • We offer bookkeeping and accounting, as well as financial capability services
  • Our Royalties are vastly lower than those of similar concepts
  • We have great training, marketing and year-round support

KEY FACTS ABOUT UMBRELLA


Umbrella Tax and Financial Service sets itself apart from the competition with low costs, great business practices and year-round opportunities.

OUR MODEL

instead of hiring employees, you’ll assemble a team of likeminded Partners who share your vision. As their businesses grow, so will yours.

DIFFERENT BY DESIGN


These days, reaching out to others is so easy—and natural! That’s why our direct sales/social marketing model of business bypasses the retail channel of yesteryear in favor of a person-to-person focus.

OUR OPPORTUNITIES

With low startup costs, built-in demand, and access to Umbrella's technology and tax experience, this is an opportunity to build and grow a successful mobile tax and financial services business.

EXPERT MODEL





For the seasoned tax professional who wants to earn more profits, by expanding their toolset with the latest in tax technology.

PRO MODEL





For someone wanting more control over where and when they work. Manage your clients and virtual team from the comfort of your own home.

VTAX MODEL





For someone looking for a mobile side hustle that goes everywhere you go. Great for students, and folks in the service industry looking to make extra cash.

AREA TAX DEVELOPER





This package is for the tax entrepreneur who has a proven record of success in operating a tax office and, consequently, has the practical experience and knowledge necessary to train others to open and market successful tax offices.

5 Yr. Licensing Agreement

AVERAGE INCOME: $30-80k/year

LICENSING FEE: $1,299.00

LICENSING FEE: $599.00

3 Yr. Licensing Agreement

AVERAGE INCOME: $20-40k/year

LICENSING FEE: $199.00

1 Yr. Licensing Agreement

AVERAGE INCOME: $3,000-12,500/year

LICENSING FEE: $1,599.00

5 Yr. Licensing Agreement SERVICE BUREAU

COMPARE
COMPARE
COMPARE
COMPARE

EXPERT MODEL





For the seasoned tax professional who wants to earn more profits, by expanding their toolset with the latest in tax technology.

LICENSING FEE: $1,299.00

COMPARE

NOW ONLY: $650

70 / 30 Rev Split

PRO MODEL





For someone wanting more control over where and when they work. Manage your clients and virtual team from the comfort of your own home.

5 Yr. Licensing Agreement

AVERAGE INCOME: $30-80k/year

LICENSING FEE: $699.00

3 Yr. Licensing Agreement

AVERAGE INCOME: $20-40k/year

NOW ONLY: $350

60 /40 Rev Split

BECOME AN OWNER
BECOME AN OWNER
COMPARE

VTAX MODEL





For someone looking for a mobile side hustle that goes everywhere you go. Great for students, and folks in the service industry looking to make extra cash.

LICENSING FEE: $399.00

NOW ONLY: $150

up to 25% of prep for all funded returns sourced

BECOME AN OWNER

1 Yr. Licensing Agreement

AVERAGE INCOME: $3,000-12,500/year

COMPARE

AREA TAX DEVELOPER





This package is for the tax entrepreneur who has a proven record of success in operating a tax office and, consequently, has the practical experience and knowledge necessary to train others to open and market successful tax offices.

BECOME AN OWNER

LICENSING FEE: $1,599.00

FREE

*with purchase of Expert/Professional packages

COMPARE

GROW YOUR OWN BUSINESS, OWN YOUR OWN EQUITY, ALL WITH OUR EXPERT ASSISTANCE, TRAINING, MARKETING AND TECHNOLOGY

UMBRELLA BY THE NUMBERS

2,500

Umbrella Entrepreneurs Nationwide

500K

Tax Returns Processed

Families Helped Since 2010

350K

WHAT IT TAKES TO START YOUR BUSINESS

Start your own mobile tax business in 60 seconds or less.

INQUIRE NOW

STEP 1

OWNERSHIP ELIGIBILITY


Your first step in the Umbrella Discovery Process is to complete a short “Prospect Profile”. This helps us get to know you, and curate the best opportunity that fits your lifestyle.

STEP 2

INTRODUCTORY CALL


Talk with one of our business development representatives to ask any questions you have, go over your info, and move forward in the discovery process.

STEP 3

PRESENTATION


You’ll learn how Umbrella is revolutionizing the industry, what your market potential is, and the growth potential as a Umbrella partner and how we will help you grow your business.

STEP 4

AGREEMENT & PAYMENT


We've determined we are a match made in the tax & financial services heaven and are ready to complete the agreement and submit payment.

MEET OUR BUSINESS OWNERS

I've always been an aspiring entrepreneur and Umbrella mentored me to realize that dream. There were there for me every step of the way. Now I am able to lead the life I dreamed of and still make space for the things that matter most."

Hi I'm Lauren,

DISCOVER YOUR FUTURE WITH

UMBRELLA

Still have questions? Let's Talk...

Contact Us


1919 McKinney Ave

Dallas, TX 75202

Toll Free: 888-416-2797

Local: 817-652-8000

info@ufstsg.com

ufstsg.com

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