Why choose UFSTSG?

Umbrella Financial Services Tax Solutions Group (UFSTSG) is a one-stop-shop for everything you need to get started in the tax business. With our proven infrastructure and low start-up investment costs, the UFSTSG system is geared around your success.  We offer everything you need to get started in the tax business for the least amount of money in a short period of time. Through us, you will be able to offer the same products and services with the look and feel of a national tax chain. Now’s the perfect time to capitalize on the demand for professional income tax preparation and UFSTSG has the experience to get you started right away.

Licensee Program Benefits:

  • Ownership training and IRS Tax Law Certification
  • UFS Professional Tax Software
  • Startup cost loan assistance
  • No franchise fees
  • Year-round back office support
  • Tax and technical support
  • Bilingual support (English and Spanish)
  • IRS enrollment and registration assistance (EFIN and PTIN)
  • And much more!

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 to 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.

Don’t take our word for it…here’s what some of our owners have to say!

Real People Real Stories

Listen to our Licensees tell in their own words how partnering with UFSTSG– made all the difference.  Our business model goes the extra mile to deliver a business opportunity. Our passion for success drives us to make a one-on-one connection with each and every Licensee. It’s a relationship that lasts for years.