Umbrella Services

Open
yelp logo

(5)

Photos

823 Linden Ave
Long Beach, CA 90813

Umbrella Services is a Long Beach-based company providing tax preparation services and a range of financial solutions to individuals and businesses. With over a decade of experience, their core focus lies in tax preparation, while also offering additional financial services to meet their clients' needs. Beyond taxes, they facilitate connections to a network of professionals for services like insurance and retirement planning, ensuring comprehensive financial support.

What sets Umbrella Services apart is their unique approach of bringing their services directly to their clients. Whether at home or the office, clients can expect convenience as they offer mobile services, eliminating the need for in-office visits. This flexibility extends to remote consultations or document submissions via mail, providing a hassle-free experience. Clients can also opt for face-to-face meetings if preferred, all while benefiting from transparent pricing without hidden fees.

Umbrella Services offers a diverse range of services including tax preparation for individuals, corporations, and small businesses, tax planning, bookkeeping, payroll services, and assistance with business setup and consulting. Additionally, they specialize in providing business loan services, including Small Business Administration (SBA) loans. Clients can rely on Umbrella Services for personalized financial solutions without the inconvenience of long wait times or impersonal service.

Generated from the website content

Reviews

yelp logo
5.05 reviews
Photo of Christopher R.
Christopher R.
11/8/2021

I was referred to Umbrella Services, and couldn't be happier with the experience. My taxes for last year were more complex than usual, and Stacey was thorough in getting all the relevant...

Photo of Nina G.
Nina G.
1/12/2020

Tax time is usually a dreadful time, but Stacey makes it bearable. He is so thorough and works diligently to get you all of your money back. He is a wealth of knowledge and always accessible...

Photo of Marianne B.
Marianne B.
7/17/2018

I highly recommend Stacey at Umbrella Services. He is very efficient and detailed. He helped me with some tax issues as well, giving me the advice I needed. It is definitely worth the reasonable...

Athena D.
2/24/2021

Stacey is very knowledgeable and very helpful. He's prompt and reasonable with his pricing. You won't be disappointed.

sheena p.
1/27/2016

Fast, very professional, and thorough. He answered all of my questions and explained all of the steps and process with me. He helped me file the correct forms according to my specific needs. He...

Own this business?
See a problem?

You might also like

United StatesCaliforniaLong BeachUmbrella Services