EARN Year-round revenue
We will show you how
Over 150 million people file taxes annually and more than half use tax services. As the number of taxpayers continues to grow, so does the need for qualified tax preparers who can help their clients claim all the credits and deductions due them and pay no more than taxes they owe.
We provide the most comprehensive, end-to-end tech stack to run the business from anywhere, anytime.
Our experienced team of licensed professionals is ready to support you through tax season and beyond.
Marketing systems designed to attract and manage clients with professional emails, landing pages and recruitment systems.
Earn from 30+ opportunities all year long to offer credit repair, savings, financial coaching, debt assistance and more.
All-in-one financial solutions
Joining Umbrella opens a world of revenue possibilities during tax season and all year long.
Become a trusted partner in your community for personal or small business tax prep.
Work from home and earn extra income as a Money Mentor. Enjoy flexible hours and earn up to $90/day.
No tax experience?
The path to franchise ownership
Your recession-proof tax and financial services business has a never-ending stream of clients who need your help.
We offer less barriers, lower upfront and ongoing costs than other franchisees, with higher revenue-share profits.
truly transform lives PLUS you’ll also get
Essential Tax Practice Technology
- Tax Office Managment Software/ My Tax Butler
- Umbrella Cash Back Rewards Bank Account
- Online training – Umbrella Financial Academy
- Support center, newsletters, associate perks
- Financial coaching portal with action plans
Tax and Financial Coaching
Turnkey Client Management
- UIG Marketing Suite Lead/Contact Management System/ Funnels
- Tax office management software
- Branded professional communications