Why choose UFSTSG?

Umbrella Financial Services Tax Solutions Group, LLC (UFSTSG) 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 providing IRS certification training, our staff of experienced, qualified professionals sets us apart in the industry.

Founded in Arlington, TX in 2011, Umbrella Financial Services Tax Solutions Group currently boasts a staff of 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.

A solution for motivated entrepreneurs

If you are interested in becoming a tax preparer, but can’t afford an expensive franchise, UFSTSG is the solution. UFSTSG was founded on that very principle: 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.


Building success from the ground up!

“I started literally from nothing, with no experience in the business world. At this point I am 5 years in the UFSTSG system, I currently own 4 offices, and this year I joined the Half Million Dollar Club with UFSTSG. Just like everyone else who joins forces with UFSTSG I started with a consultation with one of their business counselors. I encourage you to do the same! It will be the best call you ever make!”            -Derrick Browning