Fintech Umbrella Financial Services

About Fintech Umbrella Financial Services

Fintech Umbrella is a veteran-owned financial services office in Las Vegas that prepares individual and business tax returns for clients in every US state. Enrolled Agents handle the tax work, and each return is paired with a complimentary annual financial consultation. The firm positions itself as a one-stop shop: next to tax preparation it sells business start-up assistance, trust establishment, business credit building, loan and funding introductions through partner lenders, life, health and business insurance, and wealth management. The start-up service covers paperwork and structure selection, helping founders compare S corporation, partnership and corporation options. Management describes a combined thirty years of experience in building and running businesses. The audience is domestic, with no stated focus on foreign or non-resident clients, and the site is in English. Published fees for returns give prospects a clear starting price before contact.

Services

Tax preparation spans simple W-2 returns, multi-form individual returns with property or crypto activity, and business returns, supported by planning, audit support and year-round questions. Business services include formation paperwork and structure advice, credit-building coaching, funding guidance including SBA and invoice factoring, and business consulting. Additional in-house offerings are trust set-up, wealth management, life insurance, and health and business insurance through a partner advisor. A financial education programme is announced as forthcoming.

• ✓ Company formation: offered
• ✕ Accounting and bookkeeping: not listed
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed

Licences and registrations

• Enrolled Agents on staff
• licensed to prepare returns in all 50 states

As declared by the firm. Check a licence with the regulator before you rely on it.

Published prices

• Simple single W-2 return from USD 300
• complex individual returns from about USD 700
• business returns from USD 800

As published by the firm. Prices change; the firm's quote is what counts.