Be Your Own Boss in an industry that's always in demand. Earn passive income without the hassle of learning taxes or quitting your day job!

1. I S T H I S T H E P E R F E C T B U S I N E S S F O R Y O U ?
E N E R G E T I C P E O P L E W I T H A N
E N T R E P R E N E U R I A L S P I R I T . P E O P L E W H O
W A N T T O O W N T H E I R O W N B U S I N E S S T O
H E L P I M P R O V E T H E I R L I V E S .
WE'RE LOOKING
FOR A FEW

2. About Us: What we do and
who we are
Our Success: Let us brag a
little
The Tax Industry: the
Good & the Bad
W W W . V T A X P R E P . B I Z
THEN
How We created a Better Way
An exciting new business model
How everyone wins
Is this a good fit for you? Next
Steps
FINALLY
WHY YOU
ARE HERE
O U R U N I Q U E
B U S I N E S S
O P P O R T U N I T Y
FIRST
Our Current Model
How Industry issue's are
threatening our model
Our Challenge / Our
Solution.

3. FOUNDED IN 2011
BASED IN ARLINGTON
ACCREDITED BUSINESS WITH THE BETTER BUSINESS BUREAU
Umbrella Financial Services Tax Solutions Group, LLC is an industry leading tax
service bureau that provides professional tax software, bank products and support.
Additionally, UFSTSG offers aspiring entrepreneurs a path to financial freedom by
providing licensing opportunities and assistance in owning an operating their own
financial service/tax preparation offices. We also specialize in working with existing
tax offices that need assistance with training or growing their practice and we
partner with businesses that believe tax preparation would complement their
existing products and services.
ABOUT US

4. O U R E X E C U T I V E T E A M A R E A L L
E N T R E P R E N E U R S W I T H A C O M B I N E D 3 5
Y E A R S O F B U S I N E S S O W N E R S H I P
E X P E R I E N C E . A N D F O R O U R F O U N D E R ,
H E H A S O W N E D A N D O P E R A T E D O V E R
4 0 0 T A X O F F I C E S ! S O , A L T H O U G H O U R
E X E C U T I V E T E A M A R E N O T C P A S , Y O U
C A N B E T W E K N O W A T H I N G O R T W O
A B O U T S T A R T I N G A N D G R O W I N G
S T R O N G B U S I N E S S E S .
O U R T E A M

5. OURFAMILYOFCOMPANIES
Ventures

6. O V E R V I E W O N G R O W T H
2011
"LetUsBragALittle"
75 Offices
Reached the
20K mark on
refunds funded
2013-2015
36 offices
2012
HUGE growth -Saw
a 200% Increase in
the number of
Licensee offices.
-Named the fastest
growing minority
owned financial
services company
in the southwest.
2016
65k Milestone
Bank Products
Filed
AWARDS
Recognized for Service by:
Santa Barbra Tax Products Group
RightWay Tax Solutions Group
Tax Slayer Financial Services
CURRENT
NO SIGNS OF STOPPING
With 500 licensees – and
counting –we’re more
determined than ever to
continue innovating and
delivering “what the
customers want, when and
where they want it.”

7. WHAT'S WORKING
T H E T A X I N D U S T R Y
Recession Proof Unlimited Opportunity Earning Potential
Federal law dictates that every
working american has to pay taxes.
It's a massive industry with more than
150 million tax returns filed each year.
62% of tax returns filed are
done by professional tax
preparers.
Tax code gets more
complicated each year.
Current tax law is 73,000
pages.
18 Billion dollar industry in
roughly 4 months.
Between 2014-2015 Avg.
UFSTSG Licensee earned
$125K in just 4 months.

8. CURRENT REGULATORY CLIMATE
WHAT'S NOT WORKING
ISSUE'S AFFECTING THE
INDUSTRY
PATH Act Legislation and Extended Due Diligence Requirements.
Proposed legislature to grant states authority. Similar to CA., OR., etc.
Since 2012 a huge Increase in the number of unlicensed and
unregistered tax professionals.
RISE IN IDENTITY THEFT
Rise in Identity theft, complicating tax filings, delaying refunds.
In 2015 the IRS converted more bank products returns to paper
checks, thus resulting in a loss of tax prep fees for tax professionals.
INCREASING TAX PREPARER REGULATIONS
Increase in Tax fraud and improper payments.
A lack of transparency and disclosure of fee’s charged.
Increasing civil and criminal penalties on tax professionals.
PUBLIC INPUT
4 out of 5 respondents believe that paid tax preparers should be
required to pass a competency test, be licensed by the state.
80% of the public supports requiring paid tax preparers to pass a test
administered by the government.
96% of respondents believe paid tax preparers should provide a clear,
upfront list of fees before completing a taxpayer’s return.

9. WHAT'S MOST
IMPORTANT TO
YOU WHEN FILING
YOUR TAXES?
2014-2015 study conducted by Tax
Payer Advocacy Group surveyed over
500k tax payers reported:
SIMPLICITY & CONVENIENCE
FAIR & TRANSPARENT PRICING
ACCURACY & QUALITY
CONFIDENCE & SECURITY
Do-It-Yourself Software
Individual Tax Professional
Retail Chains
SOFTWARE
Market Position
50mm returns (rising)
Annual Revenue
$3 Billion
Key Strength
Convenience
Key Weakness
High Mistake Rate
INDEPENDENT TAX
PREPARER
RETAIL
Market Position
70% of Market
Annual Revenue
$13 Billion
Key Strength
Personal Relationships
Key Weakness
Lack of Convenience
Market Position
70% of Market
Annual Revenue
$5 Billion
Key Strength
Branding
Key Weakness
Compentency
Most Commonly used
Taxpayer Filing Options

10. Our low cost licensing opportunity offers inspiring entrepreneurs a turnkey business complete
with best-in-class software, marketing, IRS tax law training and support.
No Tax Experience Necessary
Seasonal Work/Life Balance
Dedicated Business Development Manager (BDM)
Guaranteed bank products
IRS enrollment and registration assistance (EFIN and PTIN)
Payroll and bookkeeping services
Website and Phone App
Growth/Expansion plan
And much more…
OUR CURRENT MODEL
OVERVIEW
There is NO upfront franchise fee, so startup is affordable for any motivated
entrepreneur. Startup loans are available, making your initial investment as low as $299.
Some of our licensees have been so successful with their first office, they opened
multiple tax offices.
Independently Owned and Operated
Licensing agreement vs. Franchise you have more control
START- UP COST

11. INCREASING BARRIERS IN EXISTING
MODEL
-Higher exposure to Identity Theft with our current
referral model.
-Increasing challenge of staffing quality individuals.
-Shift from sales & marketing approach back to
accountant approach.
-Escalating cost of expansion due to tax regulation
changes with the PATH Act.
-Increased Liability and Shrinking Profitability
Increasing Tax prep fee’s.
-Avg. Tax fee increased by 20%. Client’s are getting less.
-Current & Future Tax Preparer and ERO Regulations
brings increased fines and injunction.

12. THEFIGHT
TAX PAYERS IRS INDIVIDUAL TAX PROFESSIONAL
FOR RIGHT VS. WRONG
LICENSED VS. UNLICENSED
TAX PAYERS WANTS VS. THEIR OPTIONS CONTINUES

13. OUR CHALLENGE
Create A Better Way For Our Licensees To Address The
Increasing Concerns Of Their Tax Clients While Providing A
Opportunity That Would Ultimately Lower Their Risk And
Increase Their Bottom Line. Our Task Where To:
IDENTIFY WEAK SPOTS
Needed to seek to understand—and address—the
negative experiences that were eroding our existing
business model.
DEVELOP DIFFERENTIATING VALUE PROPOSITIONS
We needed to orient ourselves around taxpayers and have
a deep understanding of their experiences and what they
are asking for. With this understanding, we can identify
new offerings that not only strengthen our existing
business model, but also facilitate options for expansion for
our current and future licensees a more lucrative profit
pool.
INVEST HOLISTICALLY IN DIGITAL TECHNOLOGY
Invest in digital resources to improve the end-to-end
taxpayer experience.
EXPLORE NEW MODELS
We needed to differentiate ourselves by staying one step
ahead of customers’ expectations.

14. "Offer consumers and licensees the best
of both worlds: For licensees, an
affordable, low-risk opportunity for
earning additional income without learning
taxes or quitting your job. For consumers,
a convenient, affordable alternative to DIY
software and an alternative to unlicensed
and unregistered tax professional that
exist today."
OUR SOLUTION

15. IMAGINEAWORLDWHERE
“Soon there will be a hybrid out there of ‘I want the convenience of
getting my taxes done from home, anytime, anywhere, but I want a
highly qualified professional, to prepare them at a price that’s fair.”
Miller says.
Miller and Watts predict that technology will continue to become
more accommodating when it comes to filing taxes. Future
conveniences incorporated into the tax filing process might include
Skyping with a tax professional or other ways of “virtualizing” the
experience, Miller says.
IMAGINEAWORLDWHERE
Where tax payers don’t have to sit for hours trying to
figure out complex tax questions or have to make an
appointment and waste their time with a tax
professionals with little or no training.

16. IMAGINEAWORLDWHERE
Imagine if you could take advantage of the latest
technology to enhance the entire taxpayer
experience and securely file your taxes anytime
and anywhere, hassle free and conveniently from
your smartphone.
IMAGINEAWORLDWHERE
Imagine the technology and processes existing making it
possible for taxpayers to communicate in real-time via
web, email or phone with a qualified tax professional who
is licensed by IRS. Then have your tax return reviewed with
you by an expert who has passed a comprehensive tax law
examination and awarded the highest credentials issued by
the IRS before e-filing.

17. NOW
THAT TIME IS

18. VTAX
TAX FACTORY

19. W E G O T Y O U
C O V E R E D
Our experts are standing by to help
you with your tax situation, even if
you've had major life changes.
Expert, one­on­one tax preparation
service. Our highly­trained
specialists are standing by to
prepare your taxes. Every VTax tax
professional, Enrolled Agent and
CPA is registered and licensed with
the IRS. You're marketing the
world's best tax preparers in the
business.

20. What Makes Us Different? That's Simple!
Convenient! We built an app for that! Unlike DIY software, VTax is not a "do it yourself" mobile app. Our mobile app
addresses the convenience that tax payers want, by allowing them to have access to credentialed tax professionals, and
have their taxes prepared anytime, anywhere. Most importantly we're here to serve you 24/7.
Look us up! Unlike chain companies or other tax pros. All VTax tax professionals are credentialed licensed tax
professionals. We do this for a living! We have the training, certification and experience for any tax situation.
Transparent and Affordable! We're proud to say that we offer some of the industry lowest fee's for professional tax
preparation services. All our pricing will be upfront, transparent and based on the complexity of a clients return. We will
provide a quote before we move forward that details every hard-earned cent that your paying for your tax preparation
services.
Secure! We use industry leading technology and encryption to ensure your information is always secure.
Our Guarantee! Because every return is reviewed by and enrolled agent for errors or missing credits and deductions.
We guarantee our clients that their return is accurate and they've gotten the most money they qualify for, or their money
back. Guaranteed!
"YOUR COMMUNITY WILL APPRECIATE YOU"

21. INTRODUCTING
THE NEXT
BILLION DOLLAR
BRAND

22. VTax was born out of frustration with unreliable, under-qualified tax preparers with no
licensing or certification and as little as five days tax training. VTax is real-time tax
preparation service on-demand, that is changing the landscape of the tax preparation
industry by revolutionizing the way taxes are done. We use emerging technology and
proven business practices to match credentialed tax professionals with taxpayers who
request tax preparation services through our mobile app platform. For consumers the best
of both worlds, the hassle free convenience of having your taxes done.

23. HOW IT WORKS“ PROFESSIONAL ON-DEMAND REAL-TIME TAX PREPARATION
AND CONSULTING SERVICES WHEN AND WHEREVER YOU NEED
IT.!”

24. BUILT
We
A N A P P
F O R T H A T
O N -D E M A N D I S I N D E M A N D

25. It starts with the VTax mobile app which is
designed to bridge the gap between the high
quality and convenient customer service that
consumers want ­ accurate, reliable, low­cost
professional tax preparation services
preformed by credentialed tax professionals
with the proper training and experience.
With the VTax mobile app for both Android or
iOS in as little as 15 minutes you can now
conveniently and securely connect with our
team of licensed and credentialed tax
professionals and have your taxes
professionally filed anytime and from
anywhere you choose. Just grab your forms
and your phone, and you’re on your way to
your maximum refund.
CONVENIENTLY
Enhancing The Taxpayer Experience

26. VTAX BENEFITS
C o n v i e n i e n t
R e l i a b l e
O n e - t o - O n e
T r a n s p a r e n t & A f f o r d a b l e
I n s t a n t C o m m u n i c a t i o n
S e c u r e

27. Start Your Own Marketing Success Story
"Spend less time worrying about accounting, and
more time watching your business grow."
Ready To Be Your Own Boss
"Starting an income tax marketing company is easier than you think"

28. THEMARKETINGFACTORY
"Because People Deserve a Better Tax Filing Experience"

29. STARTYOURMARKETSUCCESSSTORYTODAY!
TURNKEYANDINNOVATIVEBUSINESSMODEL
Youcanskiptheheadachesofgettingstartedonyourown.Yousimply
markettheservicesoftheworldsbesttaxpreparationfactory.Wetakecare
oftherest.YouevengetyourveryownVTaxMarketingRepresentativeand
aMarketingConsultanttoguideyouthroughtheinsandoutsofgrowing
yourbusiness.Inadditiontoourconsumerinnovations,we’veinvested
heavilyinbusinessprocessesthatmakeiteasiertorunyourvirtualoffice
andreducethecostofdoingbusiness.OurproprietaryDone-For-You
marketingplatformisaninnovationthathasrevolutionizedthewaywe
reachclients.
VTax offers prospective licensees an affordable opportunity for earning
additional income without learning taxes or quitting your job. Thanks to
our exciting “mobile-preneurship” business philosophy, licensees enjoy
low startup costs and access to marketing tools, technology and
training to help them easily conduct business from anywhere. We've
created a virtual assembly line so everyone can specialize in what they
do best. For our licensees that means being a true entrepreneur.
Focusing on building your business and growing profits.

30. Simply,effectively,
andinexpensively
targetyourcustomers
It’s no exaggeration to say the rise of smartphones and
mobile technology. One very happy customer at a time,
we’re revolutionizing the way taxes are filed by utilizing
cutting-edge technology and elevating the tax filing
experience by providing exceptional customer service.
As a licensee, you will have industry leading
technology at your fingertips to help you connect with
your clients. You’ll have the pleasure of referring
exceptional, concierge-quality service, providing
convenience for the client and boosting your
reputation.
Our licensed and credentialed tax professionals,
Enrolled Agents and CPAs are readily accessible and
will gladly provide answers to challenging tax
questions. Put simply, we wanted to make the process
of filing taxes a simpler, happier one for everyone
involved.

31. “Where
attention
flows,
Moneywill
follow"
We’ve invested into technology that makes operating a
VTax marketing business as easy and as profitable as
possible. Our comprehensive Done-For-You marketing
platform and back-office system helps streamline operations
by automating everything from marketing and tracking to
payroll processing and payments. Tracking is simplified
with our real-time reporting system. The system accurately
shows who downloaded the app, submitted a return, if their
return was accepted or rejected and what the client was
charged for preparation services.

32. BenefitsofOwninga
VTaxMarketingLicenseUnlimited Earning Potential.
Low start-up cost
No EFIN or PTIN
No Overhead.
You don’t need to know a thing about filing taxes. Just how to market a better way for people to file.
Fresh new Innovative business model.
No need to quit your day job.
No boss, No liability. Just Technology
Nearly 150 million returns are filed each year, these are your prospective clients.
Industry Leading Support. VTax’s executive team provides world class operational and marketing
support along with Done-for-you marketing techniques.
Seasonal Work/Life Balance
Cash In On the New Sharing
Economy
Stake Your Claim in the Tax
Business. Tap into Massive Market
Potential
We Will Take You By The Hand To
Teach You How to Start a Low
Investment & High Return
Business

33. MARKETINGFACTORY
TAXFACTORY
EARN LIFE CHANGING INCOME FOR MARKETING
THE WORLD'S BEST PROFESSIONAL TAX
PREPARATION SERVICE, DONE BY EXPERT TAX
PROFESSIONALS.
ALL CERTIFIED, CRENDENTIALED, LICENCESED
TAX PROFESSIONALS

34. We've Created a Virtual Assembly Line.
M A R K E T I N G F A C T O R Y
T A X F A C T O R Y
T A X P A Y E R S

35. E V E R Y O N E W I N S
TAX FACTORY
Perfect Opportunity if:
You’ve always thought about
starting your own business but
just don’t know where to begin.
You’re ready to liberate your
income and your time while you
help people.
You want to learn PROVEN
strategies to grow your business
FAST, the right way
Convenient access to RELIABLE,
ACCURATE, AFFORDABLE,
PROCESSIONAL Tax
preparation services.
To give BETTER
service. The community needs
We want to help people start
and grow great businesses of
their own
TAX PAYERS VTAX TAX FACTORY

36. BEAPARTOFTHEMOVEMENTWhen is the last time you had a chance to be apart of the 1st? VTax is the 1st and only
professional tax preparation service of its kind. It is revolutionizing the way people file their taxes.
Our business model can help you reach financial dreams that you’ve written off as impossible.
Take those dreams out and dust them off, it’s time to make it happen!

37. “ A N Y O N E C A N I N N O V A T E F O R Y E S T E R D A Y . I T T A K E S S O M E T H I N G
S P E C I A L T O I N N O V A T E F O R T O M O R R O W . ”
… K E V I N M U R P H Y , P R E S I D E N T U M B R E L L A F I N A N C I A L S E R V I C E S
“One Of The Best Ways To Predict The Future Is To
Create it"

38. " S I M P L E I S E A S Y "
CONTACT US
844-TRY-VTAXBIZ
info@vtaxprep.biz
www.vtaxprep.biz