Concierge service, minus the hassle
Convenience meets Expertise
VTax is the future of tax preparation.
We use technology to connect tax professionals and taxpayers through our mobile app platform. Everyone knows doing taxes is a hassle– why add to your stress with the inconvenience of visiting a tax office?
We bring the tax professionals to you
By combining concierge-quality service with secure, convenient, online access to our national network of trained tax professionals enrolled agents and CPAs, we’re creating an easier, better tax experience for all.
Marketing executive Kevin Murphy wanted to provide a platform to motivated individuals who had a dream of living a better life. He founded Umbrella in 2010 in six locations across Texas.
We expanded our footprint nationwide under various family brands including Integrity Tax Returns, Experto Income Tax, Reliable Refund, and Xpert Taxes.
Leaving No Family Behind
As an organization we had reached the 200k milestone mark in tax returns processed and launched our innovative VTax model.
Creating a Future-Ready Growth Model
Umbrella rebrands the company with a contemporary look and voice and launches Umbrella Financial Services division, a marketing company whose affiliates offer a broad array of financial products and services.
Umbrella Tax Solutions challenges the shortcomings of starting a tax services business by removing the barriers to entry and excessive fees, providing a more accessible, personalized, low-cost solution to motivated entrepreneurs.
Headquartered in Arlington, Texas, Umbrella has launched three unique business models, mentoring more than 1,500 franchise owners nationwide under various family brands including Integrity Tax Returns, Experto Income Tax, Reliable Refund and Xpert Taxes which have been responsible for processing more than 500,000 individual tax returns.
Umbrella Financial Services is a member of the Better Business Bureau, an IRS Authorized E-file Provider, Licensed Continuing Education Provider (PAX2G), Member of CERCA (Council for Electronic Revenue Communication Advancement), Member of NATP (National Association of Tax Professionals), Member of National Society of Accountants and Member of National Society of Tax Professionals.
In 2018, Umbrella Financial Services expanded to offer financial services to better serve its business owners and community and pursue its vision to make financial wellness more accessible to all.