Business Essential Services

Umbrella Brands

Business Essential Services

Empowering business owners with the tools, capital and hands-on help they need to launch and scale.

BUSINESS ESSENTIAL SERVICES

Small Business Tax Preparation

Save time on your business or self-employed taxes with us as your small business taxpartner.

Our small business-certified tax pros are experts in every tax situation and can do the work for you.

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Small Business Health Check

Learn what credits and deductions could benefit your business. Walk away with a custom action plan.

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100% Accuracy Guarantee

We guarantee 100% accuracy in our taxes and bookkeeping and will reimburse you for penalties & interest if we make an error on your return.

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Year-Round Support

We’re here all year. Need any help? Our tax pros are available to offer advice and keep you and your business on track.

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Easy Access To Help

Our experts can be available in-office via phone, chat or video. We’re here when and where you need us.

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Max Refund Guarantee

Imagine having a friendly tax genius in your corner who’s an expert in tax credits and deductions and thinks strategically about how to get you a bigger refund, while charging you less.

Small Business Bookkeeping

Take the stress out of bookkeeping by bringing Umbrella Books in as your small business partner. If you’re self-employed or own a business, we have the bookkeeping tools and services to keep you on track, ensure your books are accurate and save time.

Let a Pro Manage It

Organize your books fast by connecting with our team of bookkeeping pros.

Dedicated Support

Enjoy unlimited support where you need it. Plus, your account manager will coordinate between you and your team of pros.

Transactional Syncing

Secure bank feeds automatically pull-in your bank transactions to give you an accurate view of your cash flow every day.

Transparent Pricing

Count on us to always give you fair and upfront pricing, no matter how much help you and your business need.

Real-time Collaboration

Access the same up-to-date info your bookkeeping pro has access to; work simultaneously and discuss data in real-time.

Monthly Check-ins

Review your goals roadmap, balance sheets, and financial statements with your account manager during your check-in.

Business Credit Building
and Funding

Umbrella Capital helps entrepreneurs, start-ups, small business owners and real-estate investors secure the best funding they can qualify for. Our lender matching platform gets you the best credit lines– guaranteed.

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Easily Track Progress

We make the business credit building process easy. Track, update, and monitor your progress with our revolutionary done-for-you business credit building platform.