Umbrella Financial Services Employee Directory

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.

Find Umbrella Financial Services employees' phone numbers or email addresses

Umbrella Financial Services Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Asia
9

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  • Pakistan
    6
  • India
    3

Oceania
1

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  • New Zealand
    1

Umbrella Financial Services's Leadership

  • Stylized image of a person
    C. Y.
    Vice President Of Social Selling
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  • Stylized image of a person
    S. J.
    Founder
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  • Stylized image of a person
    B. R.
    Brand Partner
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  • Stylized image of a person
    D. H.
    Tax Office Manager
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  • Stylized image of a person
    A. N.
    Principal
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  • Stylized image of a person
    A. P.
    Licensee
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  • Stylized image of a person
    C. A.
    Security Officer
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Umbrella Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Sales
  • Accounting
  • Education
  • Other

Contact profiles from Umbrella Financial Services

Name
Title
Contact Info
Location
Last Update
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    B. R.
    Brand Partner
    Phone icon
    United States
    Feb 18, 2026
  • Stylized image of a person
    S. J.
    Founder
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    C. Y.
    Vice President Of Social Selling
    Phone icon
    United StatesMississippi
    Apr 16, 2026
  • Stylized image of a person
    D. H.
    Tax Office Manager
    Phone icon
    Apr 24, 2025
  • Stylized image of a person
    A. N.
    Principal
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. P.
    Licensee
    Phone icon
    United StatesMinnesota
    May 30, 2026
  • Stylized image of a person
    C. A.
    Security Officer
    Phone icon
    United StatesNorth Carolina
    Nov 10, 2025

Frequently Asked Questions

What is Umbrella Financial Services known for?

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Umbrella Financial Services operates in the Financial Services industry. The company's main headquarters is located in 1162 West Pioneer Parkway Arlington, Texas 76013 United States; you can contact the main corporate office by phone at . Explore Umbrella Financial Services's company overview page for more information.

What is Umbrella Financial Services's most common email format?

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Umbrella Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Umbrella Financial Services email formats with LeadIQ.

How many employees does Umbrella Financial Services have currently?

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Umbrella Financial Services has approximately 38 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Umbrella Financial Services's key employees and leadership?

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As of June 2026, Umbrella Financial Services's key employees include:

  • Vice President Of Social Selling: C. Y.
  • Founder: S. J.
  • Brand Partner: B. R.
  • Tax Office Manager: D. H.
  • Principal: A. N.

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