Umbrella Financial Services

Financial ServicesTexas, United States201-500 Employees

Umbrella Financial Services Tax Solutions Group, LLC is a tax service bureau that provides professional tax software, bank products and support.  Additionally, UFSTSG offers aspiring entrepreneurs a path to financial freedom by providing licensing opportunities and assistance in opening UFSTSG Licensee financial service/tax preparation offices.

We specialize in working with both dedicated tax preparers and other businesses that believe tax preparation would complement their existing products and services.  Consumer finance companies, insurance agents, car dealerships and retail stores are just a few of the vertical markets with which we partner.  UFSTSG makes tax preparation simple and low risk. Our relationships with tax software providers and industry banks enable us to offer high-quality software at an affordable price with a variety of refund products. From developing tax software to preparing taxes, training, IRS certification – our staff of experienced, qualified professionals sets us apart in the industry.

Founded in Arlington, TX in 2011, the Umbrella Financial Services Tax Solutions Group staff includes a tax attorney with decades of experience, tax practitioners, and other professionals.  As an accredited business with the Better Business Bureau, we hold ourselves to the highest professional standards.

If you are wondering how to become a tax preparer, but can’t afford an expensive franchise, a solution is finally available.  UFSTSG was founded on that very principal – offering a solution to motivated entrepreneurs who cannot afford the overwhelming fees or outrageous revenue sharing of gross receipts.  Your success is our business.  In fact, we strive to help our Licensees reach the stable platform of generating an annual income by working only during the tax season.

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