History
I started my business in 2017 when I partnered with the company Umbrella. Umbrella was founded in 2009. The Umbrella family of companies is a nationwide financial service company that specialize in one to one marketing. Umbrella believes that everyone regardless of your staring point deserves a chance to prosper and that begins with financial security.
Specialties
Unlike the traditional tax business, our business gives you the ability to earn and service our clients all year round. Our mission is to help people achieve financial freedom. We use Artificial Intelligence to Diagnose and Improve Financial Wellness, it involves a combination of knowledge, skills, and access to high-quality financial products and services. This includes tax preparation.