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

 
ATAX Franchise
Umbrella Financial Services Franchise
Investment $17,450 - $76,699$199
Franchise Fee $10,000 - $25,000N/A
Royalty Fee 10%-
Advertising Fee 5%-
Year Founded 19862011
Year Franchised 20072011
Term Of Agreement --
Term Of Agreement --
Renewal Fee --


Business Experience Requirements

 
ATAX Franchise
Umbrella Financial Services Franchise
Experience --

Financing Options

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

Training & Support

 
ATAX Franchise
Umbrella Financial Services Franchise
Training --
Support --
Marketing --
Operations --

Expansion Plans

 
ATAX Franchise
Umbrella Financial Services Franchise
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.


"Entrepreneur
#439 in Franchise 500 for 2020.


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.