Daniel Ahart Tax Service vs Umbrella Financial Services Franchise Comparison

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

Start-Up Costs and Fees

 
Daniel Ahart Tax Service Franchise
Umbrella Financial Services Franchise
Investment $26,300 - $44,600 $199
Franchise Fee $12,500 N/A
Royalty Fee 12% -
Advertising Fee - -
Year Founded 2000 2011
Year Franchised 2005 2011
Term Of Agreement 5 years -
Term Of Agreement 5 years -
Renewal Fee - -


Business Experience Requirements

 
Daniel Ahart Tax Service Franchise
Umbrella Financial Services Franchise
Experience - -

Financing Options

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

Training & Support

 
Daniel Ahart Tax Service Franchise
Umbrella Financial Services Franchise
Training * Available at headquarters: 5 days * Ongoing online training -
Support * Newsletter * Meetings * Toll-free phone line * Grand opening * Internet * Field operations/evaluations * Purchasing cooperatives -
Marketing * Co-op advertising * Ad slicks * Regional advertising * Radio, TV -
Operations - -

Expansion Plans

 
Daniel Ahart Tax Service Franchise
Umbrella Financial Services Franchise
US Expansion Yes Yes
Canada Expansion - -
International Expansion - -

Start-Up Costs and Fees Mobile

Investment
Daniel Ahart Tax Service Franchise
$26,300 - $44,600
Umbrella Financial Services Franchise
$199
Franchise Fee
Daniel Ahart Tax Service Franchise
$12,500
Umbrella Financial Services Franchise
N/A
Royalty Fee
Daniel Ahart Tax Service Franchise
12%
Umbrella Financial Services Franchise
-
Advertising Fee
Daniel Ahart Tax Service Franchise
-
Umbrella Financial Services Franchise
-
Year Founded
Daniel Ahart Tax Service Franchise
2000
Umbrella Financial Services Franchise
2011
Year Franchised
Daniel Ahart Tax Service Franchise
2005
Umbrella Financial Services Franchise
2011
Term Of Agreement
Daniel Ahart Tax Service Franchise
5 years
Umbrella Financial Services Franchise
-
Renewal Fee
Daniel Ahart Tax Service Franchise
-
Umbrella Financial Services Franchise
-


Business Experience Requirements

Experience
Daniel Ahart Tax Service Franchise
-
Umbrella Financial Services Franchise
-

Financing Options

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

Training & Support

Training
Daniel Ahart Tax Service Franchise
* Available at headquarters: 5 days * Ongoing online training
Umbrella Financial Services Franchise
-
Support
Daniel Ahart Tax Service Franchise
* Newsletter * Meetings * Toll-free phone line * Grand opening * Internet * Field operations/evaluations * Purchasing cooperatives
Umbrella Financial Services Franchise
-
Marketing
Daniel Ahart Tax Service Franchise
* Co-op advertising * Ad slicks * Regional advertising * Radio, TV
Umbrella Financial Services Franchise
-
Operations
Daniel Ahart Tax Service Franchise
-
Umbrella Financial Services Franchise
-

Expansion Plans

US Expansion
Daniel Ahart Tax Service Franchise
Yes
Umbrella Financial Services Franchise
Yes
Canada Expansion
Daniel Ahart Tax Service Franchise
-
Umbrella Financial Services Franchise
-
International Expansion
Daniel Ahart Tax Service Franchise
-
Umbrella Financial Services Franchise
-

Company Overviews

About Daniel Ahart Tax Service

Daniel Ahart TAX SERVICE is geared toward your success! We've been in the tax business since 2000,  when Mr. Ahart saw the demand for paid tax preparation and electronic filing services increase. This was, in part, due to the mandate by the Internal Revenue Service to have 80% of all tax returns filed electronically. Mr. Ahart opened the first Daniel Ahart TAX SERVICE  in 2000 and began franchising in 2005. Our proven system and increased demand for paid tax preparation, continues to spur our rapid growth. We offer everything you need to open and operate a tax preparation business. We provide you with the system, computer, software, training and support necessary to live your dream - Owning Your Own Business! We have some of the lowest start-up costs in the industry while providing the best software, support and training in the industry. Compare our initial franchise fee and continuing royalties to the others - there is no comparison! You don't need to be a CPA or have any experience to successfully open and run a retail tax preparation company. You do need to be enthusiastic and have a strong desire to succeed! We do provide online tax courses which will lead you to prepare and pass the Enrolled Agent exam administered by the IRS. Take Control Of Your Future! You set the pace and the profit. In the tax business, you have the capability to earn a full 12 months income in just 4 months. Call us at 1.888.776.8297 to request an information kit to get started.

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.