Listo Tax Solutions vs Umbrella Financial Services Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of Listo Tax Solutions vs Umbrella Financial Services including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
Investment $55,200 - $92,200$199
Franchise Fee $30,000N/A
Royalty Fee 11.5%-
Advertising Fee --
Year Founded 19962011
Year Franchised 20092011
Term Of Agreement 10 years-
Term Of Agreement 10 years-
Renewal Fee --


Business Experience Requirements

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
Experience --

Financing Options

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
  In-House/3rd PartyIn-House/3rd Party
Franchise Fees -/--/-
Start-up Costs -/--/-
Equipment -/--/-
Inventory -/--/-
Receivables -/--/-
Payroll -/--/-

Training & Support

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
Training

Available at headquarters: 5 days.

-
Support

Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives

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Marketing --
Operations

*33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators).

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Expansion Plans

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
US Expansion YesYes
Canada Expansion --
International Expansion --

Company Overviews

About Listo Tax Solutions

Interested in business ownership? Financial security? Year round income?  Multiple revenue streams?  A long term business?  Or maybe passive ownership? If so, the Listo Tax Solutions Franchise Opportunity could be right for you.
Listo Tax Solutions is a company that securely and accurately prepares customers taxes. Listo Tax Solutions is committed to getting its customers a maximum tax refund or, failing that, a minimum amount of taxes owed to the government. The company vows to go over all refund and payment choices with its clients while weighing the pros and cons, with the final decision up to the client him or herself. Beyond tax preparation, Listo Tax Solutions also provides accounting, payroll, and even some translation services. Over everything, Listo Tax Solutions stresses the privacy it provides to customers. While other tax prep businesses have several clients sharing information in a single room, this system leads people vulnerable to fraud and identity theft. To find out more about becoming a Listo Tax Solutions franchisee, find them at www.listotax.com/

About Umbrella Financial Services

"Umbrella
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.