Listo Tax Solutions vs Umbrella Financial Services Franchise Comparison

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

Start-Up Costs and Fees

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
Investment $55,200 - $92,200 $199
Franchise Fee $30,000 N/A
Royalty Fee 11.5% -
Advertising Fee - -
Year Founded 1996 2011
Year Franchised 2009 2011
Term Of Agreement 10 years -
Term Of Agreement 10 years -
Renewal Fee - -


Business Experience Requirements

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
Experience - -

Financing Options

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

Training & Support

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
Training

Available at headquarters: 5 days.

-
Support

Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives

-
Marketing - -
Operations

*33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators).

-

Expansion Plans

 
Listo Tax Solutions Franchise
Umbrella Financial Services Franchise
US Expansion Yes Yes
Canada Expansion - -
International Expansion - -

Start-Up Costs and Fees Mobile

Investment
Listo Tax Solutions Franchise
$55,200 - $92,200
Umbrella Financial Services Franchise
$199
Franchise Fee
Listo Tax Solutions Franchise
$30,000
Umbrella Financial Services Franchise
N/A
Royalty Fee
Listo Tax Solutions Franchise
11.5%
Umbrella Financial Services Franchise
-
Advertising Fee
Listo Tax Solutions Franchise
-
Umbrella Financial Services Franchise
-
Year Founded
Listo Tax Solutions Franchise
1996
Umbrella Financial Services Franchise
2011
Year Franchised
Listo Tax Solutions Franchise
2009
Umbrella Financial Services Franchise
2011
Term Of Agreement
Listo Tax Solutions Franchise
10 years
Umbrella Financial Services Franchise
-
Renewal Fee
Listo Tax Solutions Franchise
-
Umbrella Financial Services Franchise
-


Business Experience Requirements

Experience
Listo Tax Solutions Franchise
-
Umbrella Financial Services Franchise
-

Financing Options

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

Training & Support

Training
Listo Tax Solutions Franchise

Available at headquarters: 5 days.

Umbrella Financial Services Franchise
-
Support
Listo Tax Solutions Franchise

Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives

Umbrella Financial Services Franchise
-
Marketing
Listo Tax Solutions Franchise
-
Umbrella Financial Services Franchise
-
Operations
Listo Tax Solutions Franchise

*33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators).

Umbrella Financial Services Franchise
-

Expansion Plans

US Expansion
Listo Tax Solutions Franchise
Yes
Umbrella Financial Services Franchise
Yes
Canada Expansion
Listo Tax Solutions Franchise
-
Umbrella Financial Services Franchise
-
International Expansion
Listo Tax Solutions Franchise
-
Umbrella Financial Services Franchise
-

Company Overviews

About Listo Tax Solutions

Interested in business ownership? Financial security? Year round income?  Multiple revenue streams?  A long term business?  Or maybe passive ownership? If so, the Listo Tax Solutions Franchise Opportunity could be right for you.
Listo Tax Solutions is a company that securely and accurately prepares customers taxes. Listo Tax Solutions is committed to getting its customers a maximum tax refund or, failing that, a minimum amount of taxes owed to the government. The company vows to go over all refund and payment choices with its clients while weighing the pros and cons, with the final decision up to the client him or herself. Beyond tax preparation, Listo Tax Solutions also provides accounting, payroll, and even some translation services. Over everything, Listo Tax Solutions stresses the privacy it provides to customers. While other tax prep businesses have several clients sharing information in a single room, this system leads people vulnerable to fraud and identity theft. To find out more about becoming a Listo Tax Solutions franchisee, find them at www.listotax.com/

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.