Umbrella Financial Services vs SiempreTax+ Franchise Comparison

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

Start-Up Costs and Fees

  Umbrella Financial Services SiempreTax+
Investment 199 - 199 43700 - 71900
Franchise Fee
Royalty Fee Varies
Advertising Fee 5%
Year Founded 2011 2014
Year Franchised 2011 2014
Term Of Agreement
Term Of Agreement
Renewal Fee


Business Experience Requirements

  Umbrella Financial Services SiempreTax+
Experience

Financing Options

  Umbrella Financial Services SiempreTax+
 
Franchise Fees Yes
Start-up Costs Yes
Equipment Yes
Inventory Yes
Receivables
Payroll Yes

Training & Support

  Umbrella Financial Services SiempreTax+
Training On-The-Job Training: Ongoing Classroom Training: 40 hours
Support Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform
Marketing Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app
Operations Absentee Ownership Allowed

Expansion Plans

  Umbrella Financial Services SiempreTax+
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 Canada,

Start-Up Costs and Fees Mobile

Investment
Umbrella Financial Services
SiempreTax+
Franchise Fee
Umbrella Financial Services
SiempreTax+
Royalty Fee
Umbrella Financial Services
SiempreTax+ Varies
Advertising Fee
Umbrella Financial Services
SiempreTax+ 5%
Year Founded
Umbrella Financial Services 2011
SiempreTax+ 2014
Year Franchised
Umbrella Financial Services 2011
SiempreTax+ 2014
Term Of Agreement
Umbrella Financial Services
SiempreTax+ Perpetual
Renewal Fee
Umbrella Financial Services
SiempreTax+


Business Experience Requirements

Experience
Umbrella Financial Services
SiempreTax+

Financing Options

 
Franchise Fees
Umbrella Financial Services
SiempreTax+
Start-up Costs
Umbrella Financial Services
SiempreTax+
Equipment
Umbrella Financial Services}
SiempreTax+
Inventory
Umbrella Financial Services
SiempreTax+
Receivables
Umbrella Financial Services
SiempreTax+
Payroll
Umbrella Financial Services
SiempreTax+

Training & Support

Training
Umbrella Financial Services
SiempreTax+ On-The-Job Training: Ongoing Classroom Training: 40 hours
Support
Umbrella Financial Services
SiempreTax+ Newsletter 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
SiempreTax+ Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app
Operations
Umbrella Financial Services
SiempreTax+ Absentee Ownership Allowed

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
SiempreTax+ 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
SiempreTax+
International Expansion
Umbrella Financial Services
SiempreTax+ Canada,