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WHO WE ARE
AN EXCELLENT SYSTEM AND MISSION
Umbrella Financial Services Tax Solutions Group (UFSTSG) is a professional tax preparation
service bureau provider offering personalized tax preparation and business services catered to
tax practitioners. As a licensor, we help entrepreneurs start, market, manage, and consequently,
make a year-round living by working only during the tax season from a tax office through a
variety of ownership options.
OUR GUIDING PHILOSOPHY
Based on the Golden Rule we aim to treat our licensees, clients, and team members the way we
want to be treated. UFSTSG is much more than a “tax service bureau” - it's an opportunity to
live your dreams, impact your community and be your own boss.
OUR MISSION
To create value and make a difference in the tax industry. We do this by creating a low-cost
investment opportunity that allows inspiring entrepreneurs to experience financial freedom.
OUR VISION
To be one of the industry-leading tax service bureaus in profit margin by delivering consistently
high standards of customer service, take care of our team members, and meet the expectations
of our licensees.
