ATAX vs Umbrella Financial Services Franchise Comparison
Below is an in-depth analysis and side-by-side comparison of ATAX vs Umbrella Financial Services including start-up costs and fees, business experience requirements, training & support and financing options.
Start-Up Costs and Fees |
Investment |
$17,450 - $76,699 | $199 |
Franchise Fee |
$10,000 - $25,000 | N/A |
Royalty Fee |
10% | - |
Advertising Fee |
5% | - |
Year Founded |
1986 | 2011 |
Year Franchised |
2007 | 2011 |
Term Of Agreement |
- | - |
Term Of Agreement |
- | - |
Renewal Fee |
- | - |
Business Experience Requirements |
Experience |
- | - |
Financing Options |
|
In-House/3rd Party | In-House/3rd Party |
Franchise Fees |
-/- | -/- |
Start-up Costs |
-/- | -/- |
Equipment |
-/- | -/- |
Inventory |
-/- | -/- |
Receivables |
-/- | -/- |
Payroll |
-/- | -/- |
Training & Support |
Training |
- | - |
Support |
- | - |
Marketing |
- | - |
Operations |
- | - |
Expansion Plans |
US Expansion |
- | Yes |
Canada Expansion |
- | - |
International Expansion |
- | - |
Company Overviews
About ATAX
ATAX is one of the fastest growing tax preparation businesses guided by a team of seasoned professionals. ATAX is an innovative franchise business model which provides financial services, payroll, and cloud/web based bookkeeping/accounting product for all size of businesses, as well as federal and state individual and corporate tax preparation with electronic filing and a variety of refund options. Best of all, franchisees require no Special tax experience, due to the ATAX comprehensive training program and support services provided year-round.
ATAX offers independent entrepreneurs a system for operating and marketing a professional tax preparation service along with the following products that generate revenue year-round:
* Software and system for tax preparation
Cloud/Web based bookkeeping/accounting software for small/med size businesses
* Electronic filing of Federal and State Returns
* Refund Loan Products
* Direct Deposit services
* Pre-paid Debit Cards (MasterCard or VISA
* In-depth training and support
* Complete advertising and marketing solutions
* State-of-the-art technology and software
* Toll free franchise assistance
In Franchise Business Reviews Top 200.
#439 in Franchise 500 for 2020.
About Umbrella Financial Services
Whether you’re a seasoned professional or new in your career, we’ve got
unique plans to help you earn more money, develop your skillset and
build your dream business.
Build your own low-cost, recession-proof, high-growth tax and financial planning business - we’ll show you how.