Umbrella Financial Services

r goal is to make offering tax preparation simple and low risk. We have established relationships with tax software providers and industry banks; so we can offer our clients high-quality software at an affordable price and a variety of refund products. From developing tax software to preparing taxes to training IRS certification-our experience sets us apart from the competition. Umbrella Financial Services Tax Solutions Group a division of Umbrella Financial Services, LLC. founded in 2011 by Kevin Murphy offers tax preparation, tax affiliate office business opportunities, and tax preparation software set-up and training to other tax preparation companies around the country through its service bureau agreements. The business will expand its services to include affiliate office opportunities via relationships with Ace Cash agreements for on-site tax preparation in the near future, in addition to continued expansion of affiliate tax offices throughout Dallas-Fort Worth, Houston, San Antonio, and Tyler- Longview, Atlanta Georgia, and Las Vegas Nevada markets and other ancillary services as the company grows. Umbrella Financial Services Tax Solutions Group staff is made up of experienced, qualified professionals. As an accredited business with the Better Business Bureau; we holds ourselves to the highest professional standards. Our staff includes a tax attorney with decades of experience, tax practitioners and other professionals that have a wealth of experience.