Umbrella Financial Services vs Jackson Hewitt Tax Service Franchise Comparison

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

Start-Up Costs and Fees
  Umbrella Financial Services Jackson Hewitt Tax Service
Investment 199 - 199 45130 - 110255
Franchise Fee 0
Royalty Fee 15% - 5%
Advertising Fee 6%
Year Founded 2011 1960
Year Franchised 2011 1986
Term Of Agreement
Term Of Agreement
Renewal Fee


Business Experience Requirements
  Umbrella Financial Services Jackson Hewitt Tax Service
Experience

Financing Options
  Umbrella Financial Services Jackson Hewitt Tax Service
 
Franchise Fees Yes
Start-up Costs No
Equipment No
Inventory No
Receivables No
Payroll No

Training & Support
  Umbrella Financial Services Jackson Hewitt Tax Service
Training On-The-Job Training: 14 hours Classroom Training: 35 hours Additional Training: At Technology Headquarters (Sarasota, Fla.)
Support Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform
Marketing Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Email marketing Loyalty program/app
Operations 83% of all franchisees own more than one unit Absentee ownership of franchise is allowed. (90% of current franchisees are owner/operators)

Expansion Plans
  Umbrella Financial Services Jackson Hewitt Tax Service
US Expansion Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Canada Expansion
International Expansion

Start-Up Costs and Fees Mobile
Investment
Umbrella Financial Services
Jackson Hewitt Tax Service
Franchise Fee
Umbrella Financial Services
Jackson Hewitt Tax Service
Royalty Fee
Umbrella Financial Services
Jackson Hewitt Tax Service 15% - 5%
Advertising Fee
Umbrella Financial Services
Jackson Hewitt Tax Service 6%
Year Founded
Umbrella Financial Services 2011
Jackson Hewitt Tax Service 1960
Year Franchised
Umbrella Financial Services 2011
Jackson Hewitt Tax Service 1986
Term Of Agreement
Umbrella Financial Services
Jackson Hewitt Tax Service 10 years
Renewal Fee
Umbrella Financial Services
Jackson Hewitt Tax Service


Business Experience Requirements
Experience
Umbrella Financial Services
Jackson Hewitt Tax Service

Financing Options
 
Franchise Fees
Umbrella Financial Services
Jackson Hewitt Tax Service
Start-up Costs
Umbrella Financial Services
Jackson Hewitt Tax Service
Equipment
Umbrella Financial Services}
Jackson Hewitt Tax Service
Inventory
Umbrella Financial Services
Jackson Hewitt Tax Service
Receivables
Umbrella Financial Services
Jackson Hewitt Tax Service
Payroll
Umbrella Financial Services
Jackson Hewitt Tax Service

Training & Support
Training
Umbrella Financial Services
Jackson Hewitt Tax Service On-The-Job Training: 14 hours Classroom Training: 35 hours Additional Training: At Technology Headquarters (Sarasota, Fla.)
Support
Umbrella Financial Services
Jackson Hewitt Tax Service Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform
Marketing
Umbrella Financial Services
Jackson Hewitt Tax Service Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Email marketing Loyalty program/app
Operations
Umbrella Financial Services
Jackson Hewitt Tax Service 83% of all franchisees own more than one unit Absentee ownership of franchise is allowed. (90% of current franchisees are owner/operators)

Expansion Plans
US Expansion
Umbrella Financial Services Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Jackson Hewitt Tax Service Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Canada Expansion
Umbrella Financial Services
Jackson Hewitt Tax Service
International Expansion
Umbrella Financial Services
Jackson Hewitt Tax Service