Sanjay J

MyUIG.com

Umbrella Financial Services was founded in 2010 by former corporate marketing executive Kevin Murphy (formerly of MCI Worldcom, Nortel Communications, Sprint) who sought to provide a platform to motivated individuals who had a dream of living a better life with everything they need to start their own tax services company. He packed all the proven best practices, industry secrets and skills needed to be successful in the tax services business into an easy-to-follow formula and thus, Umbrella Tax Solutions was founded. Umbrella Tax Solutions challenges the shortcomings of starting a tax services business by removing the barriers to entry and excessive fees, providing a more accessible, personalized, low-cost solution to motivated entrepreneurs. Headquartered in Arlington, Texas, Umbrella has launched three unique business models, mentoring more than 1,500 franchise owners nationwide under various family brands including Integrity Tax Returns, Experto Income Tax, Reliable Refund and Xpert Taxes which have been responsible for processing more than 500,000 individual tax returns. Umbrella Financial Services is a member of the Better Business Bureau, an IRS Authorized E-file Provider, Licensed Continuing Education Provider (PAX2G), Member of CERCA (Council for Electronic Revenue Communication Advancement), Member of NATP (National Association of Tax Professionals), Member of National Society of Accountants and Member of National Society of Tax Professionals. In 2018, Umbrella Financial Services expanded to offer financial services to better serve its business owners and community and pursue its vision to make financial wellness more accessible to all.