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 - $25,000 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

 
ATAX Franchise
Umbrella Financial Services Franchise
Experience - -

Financing Options

 
ATAX Franchise
Umbrella Financial Services Franchise
  In-House/3rd Party In-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 - -

Start-Up Costs and Fees Mobile

Investment
ATAX Franchise
$17,450 - $76,699
Umbrella Financial Services Franchise
$199
Franchise Fee
ATAX Franchise
$10,000 - $25,000
Umbrella Financial Services Franchise
N/A
Royalty Fee
ATAX Franchise
10%
Umbrella Financial Services Franchise
-
Advertising Fee
ATAX Franchise
5%
Umbrella Financial Services Franchise
-
Year Founded
ATAX Franchise
1986
Umbrella Financial Services Franchise
2011
Year Franchised
ATAX Franchise
2007
Umbrella Financial Services Franchise
2011
Term Of Agreement
ATAX Franchise
-
Umbrella Financial Services Franchise
-
Renewal Fee
ATAX Franchise
-
Umbrella Financial Services Franchise
-


Business Experience Requirements

Experience
ATAX Franchise
-
Umbrella Financial Services Franchise
-

Financing Options

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

Training & Support

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

Expansion Plans

US Expansion
ATAX Franchise
-
Umbrella Financial Services Franchise
Yes
Canada Expansion
ATAX Franchise
-
Umbrella Financial Services Franchise
-
International Expansion
ATAX Franchise
-
Umbrella Financial Services Franchise
-

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

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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.