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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, our client and our 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 than 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, taking care of our team members and meeting the
expectations of our licensees.
