Page 4 - Tax Executive Ownership Model Brochure
P. 4

 Superior Products and Services
With Umbrella Tax Solutions, you’ll be able to offer your clients the best tax and financial products in the industry. Our value-added products and services are why our business partners succeed.
UMBRELLA ASSURANCE
If the IRS audits your clients, Umbrella Assurance will assist you in answering their questions.
REFUND TRANSFER
An added service that provides convenience for your clients.
TAX IDENTITY SHIELD
We created Tax Identity Shield as a tool to help better protect those concerned about tax identity theft and tax fraud.
FINANCIAL SERVICES
No matter where you are in your financial life you need a plan. An overall plan that helps you get out of debt, save money and pay the minimum amount of taxes. UIG has a plan that will fit any financial situation.
     
























































































   2   3   4   5   6