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!

How much money am I going to make?

While we can’t quote exact profit levels, our low-cost opportunity together with our proven system means your opportunity for profit begins in year one.

What is the term of the licensing agreement?

Our licensing agreements are for 5 years. They can be renewed for successive 5-year terms if you are not in default of any provision of your licensing agreement.  There is no fee for renewal.

How much are royalties?

Currently, our royalties vary depending on which business structure you choose.  Contact a UFSTSG sales representative for details.

Can you help with financing?

We sure can.  Financing assistance may be available.

What all do you assist me with?

Everything you need to operate a tax office: IRS Registration, Software, Bank Products, Training, 24/ 7/365 IT and Tax Law Support, Marketing/Promotional Materials, and a Business Development Manager to guide you step-by-step, and much more.

Must I have good credit?

No.  Call us to discuss how we can help you to get your business started.

Is there an education or skills requirement?


Am I required to use your company name?

Yes, we have 5 licensed brands for you to choose from.

How long is training?

Our online training is self-paced. We have training videos and other materials available via our partner company 1040taxinstitute web site for you to review on your own schedule. Most people grasp the software in a matter of hours. The more you practice, the faster and more efficient you will become.  Most Licensees become comfortable and confident in a short period of time.

Can I open more than one location?

Yes. We will support you in as many as we agree you can successfully manage.

Am I restricted to a territory?


How will I be paid?

You get paid FAST!  Every Thursday during tax season we will ACH transfer your percentage of the tax preparation fees directly into your bank account for all funded tax returns. You will receive the money in your account on Friday. In other words, Friday is pay day.

How can I contact you for more information?

We can be reached, toll free, at 1-800-373-1469 or at