Insights

Licensee Opportunities UFSTSG invites motivated entrepreneurs to obtain licensing and open UFSTSG Licensee financial service and tax preparation offices, suggesting a target for channel partners and franchise-like collaborations to expand reach without heavy upfront costs.

Seasonal Revenue Potential With a model optimized for the tax season, there is potential to partner with consumer finance, insurance, automotive and retail clients to cross-sell tax services and related financial products during peak season.

Tech-Driven Delivery A tech stack including WordPress, analytics, and tax software integrations indicates opportunities to upsell modern software, hosting, training platforms, and data-driven support to current customers and licensees.

Financial Scale Reported revenue of 25 to 50 million and a mid-sized employee base position UFSTSG as a credible partner for large-scale banks or software providers seeking tax workflow and refund product integration.

Professional Credibility To leverage trust with small to mid-market businesses, highlight BBB accreditation, tax attorney leadership, IRS certification, and a track record since 2011 to win referral partnerships and co-marketing opportunities.

Similar companies to Umbrella Financial Services

Umbrella Financial Services Tech Stack

Umbrella Financial Services uses 8 technology products and services including WordPress, Twemoji, jQuery, and more. Explore Umbrella Financial Services's tech stack below.

  • Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Umbrella Financial Services's Email Address Formats

Umbrella Financial Services uses at least 3 email formats:
Umbrella Financial Services Email FormatsExamplePercentage
FLast@ufstsg.comJDoe@ufstsg.com
73%
Last@ufstsg.comDoe@ufstsg.com
18%
First@ufstsg.comJohn@ufstsg.com
9%

Frequently Asked Questions

What is Umbrella Financial Services's phone number?

Minus sign iconPlus sign icon
You can contact Umbrella Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Umbrella Financial Services's official website and social media links?

Minus sign iconPlus sign icon
Umbrella Financial Services's official website is ufstsg.com and has social profiles on LinkedIn.

How much revenue does Umbrella Financial Services generate?

Minus sign iconPlus sign icon
As of September 2026, Umbrella Financial Services's annual revenue is estimated to be $25M - $50M.

What is Umbrella Financial Services's SIC code and NAICS code?

Minus sign iconPlus sign icon
Umbrella Financial Services's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Umbrella Financial Services have currently?

Minus sign iconPlus sign icon
As of September 2026, Umbrella Financial Services has approximately 38 employees across 3 continents, including North America, Asia and Europe. Key team members include Founder: S. J., Tax Office Manager: D. H. and Principal: A. N. Explore Umbrella Financial Services's employee directory with LeadIQ.

What industry does Umbrella Financial Services belong to?

Minus sign iconPlus sign icon
Umbrella Financial Services operates in the Financial Services industry.

What technology does Umbrella Financial Services use?

Minus sign iconPlus sign icon
Umbrella Financial Services's tech stack includes WordPress, Twemoji, jQuery, Modernizr, PHP, Google Tag Manager, YouTube and Google Analytics.

What is Umbrella Financial Services's email format?

Minus sign iconPlus sign icon
Umbrella Financial Services's email format typically follows the pattern of FLast@ufstsg.com. Find more Umbrella Financial Services email formats with LeadIQ.
Umbrella Financial Services logo

Umbrella Financial Services

Financial ServicesTexas, United States11-50 Employees

Umbrella Financial Services Tax Solutions Group, LLC operates as a tax service bureau within the financial services industry, providing professional tax software, bank products, and related support. The company also offers licensing opportunities and assistance to aspiring entrepreneurs seeking to open UFSTSG Licensee financial service and tax preparation offices. It serves dedicated tax preparers as well as other businesses that view tax preparation as complementary to their existing offerings, including consumer finance companies, insurance agents, car dealerships, and retail stores. Founded in Arlington, Texas in 2011, Umbrella Financial Services is located at 1162 West Pioneer Parkway, Arlington, TX 76013, United States. The staff comprises a tax attorney with decades of experience, tax practitioners, and other professionals, and the company holds accreditation from the Better Business Bureau. Reported revenue is in the range of $25 million to $50 million.

Section iconCompany Overview

Phone number
Website
ufstsg.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Umbrella Financial Services's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.