Tax Planning Centre vs Umbrella Financial Services Franchise Comparison

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

Start-Up Costs and Fees

 
Tax Planning Centre Franchise
Umbrella Financial Services Franchise
Investment $25,000$199
Franchise Fee $15,000N/A
Royalty Fee --
Advertising Fee --
Year Founded 19952011
Year Franchised 19992011
Term Of Agreement --
Term Of Agreement --
Renewal Fee --


Business Experience Requirements

 
Tax Planning Centre Franchise
Umbrella Financial Services Franchise
Experience --

Financing Options

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

Training & Support

 
Tax Planning Centre Franchise
Umbrella Financial Services Franchise
Training --
Support --
Marketing --
Operations --

Expansion Plans

 
Tax Planning Centre Franchise
Umbrella Financial Services Franchise
US Expansion -Yes
Canada Expansion --
International Expansion --

Company Overviews

About Tax Planning Centre

Tax Planning Centre has been in existence since 1995 to serve tax payers. We have an extensive network of seasonal tax preparation (corporate and franchised) locations across British Columbia, Yukon, Alberta and Ontario, who service thousands of clients on an annual basis. No prior tax preparation experience required! Some of the most successful franchise owners are not accountants. Tax Planning Centre provides expert training in operating your business, the latest technology, customer service strategies and more. We are in business with you, our franchisee and Tax Planning Centre work together to help you achieve your financial goals. We will make sure you are prepared to operate a very successful business.

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.