Umbrella Financial Services, Llc.

Description

• Umbrella Financial Services, LLC. is a tax service bureau that helps its clients offer tax preparation to their customers. 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 examples of the businesses with which we partner. Our goal is to make offering tax preparation simple and low risk. We have established relationships with tax software providers and industry banks; so we can offer our clients high-quality software at an affordable price and a variety of refund products. From developing tax software to preparing taxes to training IRS certification-our experience sets us apart from the competition. Umbrella Financial Services offers tax preparation, tax affiliate office business opportunities, and tax preparation software set-up and training to other tax preparation companies around the country through its service bureau agreements. The business will expand its services to include affiliate office opportunities via relationships with Ace Cash agreements for on-site tax preparation in the near future, in addition to continued expansion of affiliate tax offices throughout Dallas-Fort Worth, Houston, San Antonio, and Tyler- Longview, Atlanta Georgia, and Las Vegas Nevada markets and other ancillary services as the company grows.
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  Headquarters:1162 West Pioneer Parkway , Arlington, Texas, United States

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  Phone Number: +1 817-203-4711

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  Website: https://www.ufstsg.com

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  Employees:40

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  Revenue:$1 - 10M

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  Legal Name:Umbrella Financial Services, Llc.

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• |  NAICS Code: 523930  |

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