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We Keep More Money
In Your Pocket Each Year

Fintech Umbrella offers expert financial services with unique and personalized solutions prioritizing results. Our dedicated team works tirelessly for your financial success. Trust us as your financial partner.

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Over 200 Companies & Thousands of Families Trust Fintech Umbrella
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Don't wait to file your Beneficial Ownership Information Report

To avoid serious criminal and civil penalties, businesses that form in 2024 must file a Beneficial Ownership Information Report (BOIR) within 90 days of forming. No matter when your business formed, we can help you determine your deadline and file for you.

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We Help Our Clients
Live Incredible Lifestyles

Our goal is to increase your finances to get you to achieve the lifestyle you want! 

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Maximize Your Joy, Minimize Your Taxes

Clients Save an Average of 30% on Taxes

Embrace the 2023 tax season with confidence. Fintech Umbrella's expert advisement on IRS rules and regulations means you could save more than ever before. Why wait? Secure your savings now and transform tax time from a stress to a success. Let's make your financial growth a part of your incredible lifestyle.

Act now to unlock these benefits well ahead of the deadline.

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Financial Planning Isn't Only For The Ultra-Rich

This year we are offering a complimentary financial assessment with our qualified advisor when you let us take care of your 2023 tax returns. See how you can take advantage of some amazing programs that can grow your wealth in a safe & trusted way.

Additional In-House Services

We designed our staff & expertise to be a one-stop shop for all your financial needs

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Business Bookkeeping

Streamline your financial health with our comprehensive bookkeeping services. Leave the numbers to us and focus on what you do best – growing your business.

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Business Formation

Transform your business idea into reality with our seamless formation services. We cover all the paperwork, so you can set up for success from day one.

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Trust Establishments

Secure peace of mind for tomorrow with our trust establishment services, ensuring your assets are managed and protected exactly as you intend.

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Business Funding

Unlock the potential of your business with tailored funding solutions. Our experts are here to guide you through every step of the financing process.

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Wealth Management

Elevate your financial wellbeing with our personalized wealth management strategies, designed to grow and protect your wealth through all of life's stages.

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Financial Education

Anticipate a brighter financial future with our educational services, launching soon. Empower yourself with knowledge to thrive in the ever-evolving economic landscape.

How Do We Stack Up?

Last year we ran an internal study to see how much money our first-time clients saved on their 2022 tax returns compared to what our competitors did for them in 2021.

+ 1 %
Avg Returned by IRS
20 %
Less Owed to IRS
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Frequently Asked Questions

Here are some common answers about our company & the 2023 Tax Season

Yes, our office is based out of Las Vegas, NV, but we are licensed to provide service in all 50 US States. From Maine to California we have worked with each state personally when servicing our clients.

We handle returns from personal W2s & 1040s to complex business returns and everything in between. 

Purchased and sold rental properties?

We can handle that.

Make a lot of money in the stock market?

We can handle that.

Did you buy 3 cars, a house, and sold 2 motorcycles?

No problem.

Did your business receive a large investment that then had to be leveraged to purchase equipment & hire employees & now you also need to figure out payroll & health insurance?

Come on in.

Personal Returns

It truly depends on the complexity of your return. For simple returns such as just one Single Filing W2 is only $300. A complex return of an individual that may have multiple 1099s, just purchased their family home, has Capital Gains Tax from making money in crypto and has a Tax Deffered Account…well they would probably start around $700, but with our experts save more than they spend. 


Business Returns

This is truly our bread & butter. Our vast experience in SMBs allows us to ensure that your business is maximizing the possible credits that are available. A business return typically starts at $800 and goes up based on complexity. 

Choosing Fintech Umbrella for your tax services offers several advantages over using software solutions like TurboTax, particularly due to the personalized, expert-driven approach we provide:

  1. Customized Tax Strategies: Unlike TurboTax, which relies on generic algorithms, Fintech Umbrella provides personalized tax planning and strategies tailored to your unique financial situation, ensuring you maximize your tax savings.

  2. Comprehensive Audit Support: In the event of an IRS audit, our team of experts stands by your side, offering direct support and guidance, which is beyond the scope of what TurboTax can provide.

  3. All-inclusive Service: We handle all types of tax situations across all 50 states, offering a one-stop solution for tax prep, planning, and resolution, making the process seamless compared to the self-guided nature of TurboTax.

  4. Human Touch: Our professionals understand the nuances and complexities of tax laws, providing clarity and peace of mind that a software program cannot match, especially for complicated tax situations.

  5. Ongoing Support: Beyond tax season, Fintech Umbrella offers year-round support for tax questions and financial planning, ensuring you’re always prepared and informed.

By choosing Fintech Umbrella, you’re not just filing taxes; you’re investing in a partnership that aims to optimize your financial health and ensure compliance with a personalized touch.

This session is your gateway to personalized financial advice tailored to your unique needs and goals. Whether you’re navigating tax planning, seeking business growth strategies, or planning for your future wealth, our expert consultants are here to listen, understand, and provide actionable insights. It’s more than just a consultation; it’s the first step towards achieving your financial aspirations with a trusted partner by your side.

Yes we are! Be sure to ask your Tax Professional about it to get all the details!

Getting started with Fintech Umbrella is straightforward and designed to cater to your convenience. Here’s how you can begin:

  1. Call Us: Reach out to us directly by phone. Our friendly team is ready to take your call, discuss your needs, and guide you through our process.

  2. Email Us: Prefer writing? Send us an email at [email protected] with your inquiries or to request more information. We’ll get back to you promptly to address your needs.

  3. Online Tax Application: For a streamlined start, visit our Tax page at and fill out our Tax Application. It’s a simple way to provide us with the information we need to begin tailoring our services to your requirements.

Whichever method you choose, Fintech Umbrella is committed to providing you with expert guidance and personalized service to meet your financial goals.

2023 Tax Season is Here!
Let's Get Started

All you need to do is fill out our Tax Application and our amazing team will get back to you once we have reviewed your application and we will start getting you serviced