Insights

Expanding Entrepreneur Network With a proven pathway for motivated entrepreneurs to launch tax preparation offices, there is an opportunity to partner with UFSTSG by offering complementary financial products or services that enhance the success of new licensees seeking to grow their operations.

Seasonal Tax Focus UFSTSG's focus on helping licensees generate income during tax season suggests a potential market for additional seasonal financial services, such as short-term loans or software solutions, to support licensees during peak periods.

Tech Stack Compatibility The company's use of popular technologies like PHP, jQuery, and analytics tools indicates openness to integrating new digital solutions, providing opportunities for technology vendors to offer tailored software enhancements or marketing tools.

Financial Scale and Market Size With annual revenues estimated between $25 million and $50 million, UFSTSG serves a sizable market segment, presenting opportunities for financial service providers to offer related products like credit lines, banking services, or insurance tailored to their licensees.

Industry Collaborations UFSTSG’s existing partnerships across consumer finance, insurance, and retail verticals highlight potential for cross-industry collaborations, enabling providers to develop integrated financial solutions that support their diverse licensee base.

Similar companies to Umbrella Financial Services

Umbrella Financial Services Tech Stack

Umbrella Financial Services uses 8 technology products and services including Google Fonts API, Twemoji, jQuery, and more. Explore Umbrella Financial Services's tech stack below.

  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Media & News

Umbrella Financial Services's Email Address Formats

Umbrella Financial Services uses at least 1 format(s):
Umbrella Financial Services Email FormatsExamplePercentage
FLast@ufstsg.comJDoe@ufstsg.com
73%
Last@ufstsg.comDoe@ufstsg.com
18%
First@ufstsg.comJohn@ufstsg.com
9%

Frequently Asked Questions

Where is Umbrella Financial Services's headquarters located?

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Umbrella Financial Services's main headquarters is located at 1162 West Pioneer Parkway Arlington, Texas 76013 United States. The company has employees across 3 continents, including North AmericaAsiaOceania.

What is Umbrella Financial Services's phone number?

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You can contact Umbrella Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Umbrella Financial Services's official website and social media links?

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Umbrella Financial Services's official website is ufstsg.com and has social profiles on LinkedIn.

What is Umbrella Financial Services's SIC code NAICS code?

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Umbrella Financial Services's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Umbrella Financial Services have currently?

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As of June 2026, Umbrella Financial Services has approximately 38 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Vice President Of Social Selling: C. Y.Founder: S. J.Brand Partner: B. R.. Explore Umbrella Financial Services's employee directory with LeadIQ.

What industry does Umbrella Financial Services belong to?

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Umbrella Financial Services operates in the Financial Services industry.

What technology does Umbrella Financial Services use?

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Umbrella Financial Services's tech stack includes Google Fonts APITwemojijQueryModernizrPHPGoogle Tag ManagerYouTubeGoogle Analytics.

What is Umbrella Financial Services's email format?

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Umbrella Financial Services's email format typically follows the pattern of FLast@ufstsg.com. Find more Umbrella Financial Services email formats with LeadIQ.

Umbrella Financial Services

Financial ServicesTexas, United States11-50 Employees

Umbrella Financial Services Tax Solutions Group, LLC operates as a tax service bureau within the financial services industry, providing professional tax software, bank products, and related support. The company also offers licensing opportunities and assistance to aspiring entrepreneurs seeking to open UFSTSG Licensee financial service and tax preparation offices. It serves dedicated tax preparers as well as other businesses that view tax preparation as complementary to their existing offerings, including consumer finance companies, insurance agents, car dealerships, and retail stores. Founded in Arlington, Texas in 2011, Umbrella Financial Services is located at 1162 West Pioneer Parkway, Arlington, TX 76013, United States. The staff comprises a tax attorney with decades of experience, tax practitioners, and other professionals, and the company holds accreditation from the Better Business Bureau. Reported revenue is in the range of $25 million to $50 million.

Section iconCompany Overview

Headquarters
1162 West Pioneer Parkway Arlington, Texas 76013 United States
Phone number
Website
ufstsg.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Umbrella Financial Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Umbrella Financial Services's revenue is estimated to be in the range of $25M$50M

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