Page 3 - Tax Executive Ownership Model Brochure
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  Why Start a Tax and Financial Services Business with Umbrella?
GROWTH PROGRAMS
We can help you grow your business. Our year-round business model is designed to help you earn monthly recurring revenue and grow your business year-round.
LEADERSHIP TEAM
With Umbrella, you’re never on your own. We have a strong management team that will provide personalized service and the resources you need.
THE TAX INSTITUTE
As a licensee, you can get the latest insights, trends, and information about taxes through the Tax Institute at UFSTSG. Your team will have access to over 3,000 articles, FAQ’s, case studies, receive help researching and resolving tough tax questions, and much more.
BEST IN CLASS TRAINING
We have year-round continuing education tax courses and business management classes offered. These can be taken online.


























































































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