Start-Up Costs and Fees |
||
| Tax Smart America | Umbrella Financial Services | |
| Investment | 25000 - 25000 | 199 - 199 |
| Franchise Fee | 0 | |
| Royalty Fee | 8% | |
| Advertising Fee | ||
| Year Founded | 1999 | 2011 |
| Year Franchised | 2001 | 2011 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Tax Smart America | Umbrella Financial Services | |
| Experience | Industry experience | |
Financing Options |
||
| Tax Smart America | Umbrella Financial Services | |
| Franchise Fees | Yes | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Tax Smart America | Umbrella Financial Services | |
| Training | ||
| Support | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | |
| Marketing | Co-op advertising, Ad slicks, National media, Regional advertising | |
| Operations | Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators) | |
Expansion Plans |
||
| Tax Smart America | Umbrella Financial Services | |
| US Expansion | Arizona, California, Nevada, Oregon, Washington, | 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 | |
| Tax Smart America | |
| Umbrella Financial Services | |
| Franchise Fee | |
| Tax Smart America | |
| Umbrella Financial Services | |
| Royalty Fee | |
| Tax Smart America | 8% |
| Umbrella Financial Services | |
| Advertising Fee | |
| Tax Smart America | |
| Umbrella Financial Services | |
| Year Founded | |
| Tax Smart America | 1999 |
| Umbrella Financial Services | 2011 |
| Year Franchised | |
| Tax Smart America | 2001 |
| Umbrella Financial Services | 2011 |
| Term Of Agreement | |
| Tax Smart America | 5 years |
| Umbrella Financial Services | |
| Renewal Fee | |
| Tax Smart America | $10K-25K |
| Umbrella Financial Services | |
Business Experience Requirements |
|
| Experience | |
| Tax Smart America | Industry experience |
| Umbrella Financial Services | |
Financing Options |
|
| Franchise Fees | |
| Tax Smart America | Yes |
| Umbrella Financial Services | Yes |
| Start-up Costs | |
| Tax Smart America | |
| Umbrella Financial Services | |
| Equipment | |
| Tax Smart America} | |
| Umbrella Financial Services | |
| Inventory | |
| Tax Smart America | |
| Umbrella Financial Services | |
| Receivables | |
| Tax Smart America | |
| Umbrella Financial Services | |
| Payroll | |
| Tax Smart America | |
| Umbrella Financial Services | |
Training & Support |
|
| Training | |
| Tax Smart America | |
| Umbrella Financial Services | |
| Support | |
| Tax Smart America | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Umbrella Financial Services | |
| Marketing | |
| Tax Smart America | Co-op advertising, Ad slicks, National media, Regional advertising |
| Umbrella Financial Services | |
| Operations | |
| Tax Smart America | Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators) |
| Umbrella Financial Services | |
Expansion Plans |
|
| US Expansion | |
| Tax Smart America | Arizona, California, Nevada, Oregon, Washington, |
| 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 |
| Canada Expansion | |
| Tax Smart America | |
| Umbrella Financial Services | |
| International Expansion | |
| Tax Smart America | |
| Umbrella Financial Services | |