Smart Tax vs Umbrella Financial Services Franchise Comparison

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

Start-Up Costs and Fees

 
Smart Tax Franchise
Umbrella Financial Services Franchise
Investment $36,650 - $93,600 $199
Franchise Fee $20,000 N/A
Royalty Fee 15-20% -
Advertising Fee 3% Nat'l $1500Local -
Year Founded - 2011
Year Franchised - 2011
Term Of Agreement 5 years +5+5+5 -
Term Of Agreement 5 years +5+5+5 -
Renewal Fee - -


Business Experience Requirements

 
Smart Tax Franchise
Umbrella Financial Services Franchise
Experience We look for candidates who understand the importance of client service; management skills are also important. We are looking for franchise owners who are capable of opening and operating both single and multiple locations. -

Financing Options

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

Training & Support

 
Smart Tax Franchise
Umbrella Financial Services Franchise
Training - -
Support - -
Marketing - -
Operations - -

Expansion Plans

 
Smart Tax Franchise
Umbrella Financial Services Franchise
US Expansion - Yes
Canada Expansion - -
International Expansion - -

Start-Up Costs and Fees Mobile

Investment
Smart Tax Franchise
$36,650 - $93,600
Umbrella Financial Services Franchise
$199
Franchise Fee
Smart Tax Franchise
$20,000
Umbrella Financial Services Franchise
N/A
Royalty Fee
Smart Tax Franchise
15-20%
Umbrella Financial Services Franchise
-
Advertising Fee
Smart Tax Franchise
3% Nat'l $1500Local
Umbrella Financial Services Franchise
-
Year Founded
Smart Tax Franchise
-
Umbrella Financial Services Franchise
2011
Year Franchised
Smart Tax Franchise
-
Umbrella Financial Services Franchise
2011
Term Of Agreement
Smart Tax Franchise
5 years +5+5+5
Umbrella Financial Services Franchise
-
Renewal Fee
Smart Tax Franchise
-
Umbrella Financial Services Franchise
-


Business Experience Requirements

Experience
Smart Tax Franchise
We look for candidates who understand the importance of client service; management skills are also important. We are looking for franchise owners who are capable of opening and operating both single and multiple locations.
Umbrella Financial Services Franchise
-

Financing Options

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

Training & Support

Training
Smart Tax Franchise
-
Umbrella Financial Services Franchise
-
Support
Smart Tax Franchise
-
Umbrella Financial Services Franchise
-
Marketing
Smart Tax Franchise
-
Umbrella Financial Services Franchise
-
Operations
Smart Tax Franchise
-
Umbrella Financial Services Franchise
-

Expansion Plans

US Expansion
Smart Tax Franchise
-
Umbrella Financial Services Franchise
Yes
Canada Expansion
Smart Tax Franchise
-
Umbrella Financial Services Franchise
-
International Expansion
Smart Tax Franchise
-
Umbrella Financial Services Franchise
-

Company Overviews

About Smart Tax

A professional, seasonal business opportunity unlike most other franchises! The Smart Tax franchise program is a business ownership opportunity that is different from others. No need to work 52-weeks a year, 7-days a week. No need to have a background in financing, accounting. The Smart Tax system is well-planned, well-established and well-received. And it can be yours to use when you join as a franchise owner. When you become a part of Smart Tax, you'll have immediate access to training, materials, programs, and documentation that are all created to make your business start-up and operations as efficient as possible. You will have up to 5 days of training at our headquarters. In addition, we will provide up to 1 day of onsite help at your own location. You will have access to all Smart Tax operational procedures, software and other exclusive tools. We'll provide you with a copy of our confidential operations manual to help you run your business effectively. Best of all, you can count on the Smart Tax organization to guide you and your clients, both during tax season and - most important - after tax season. You don't even have to keep your office open during the Summer months; just turn everything over to us, and we'll be there to provide the assistance your clients need. What other business model allows you to do that?

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.