
PROFESSIONAL TAX SOFTWARE + BUSINESS SUPPORT


Whether you’re preparing your first return, building your client base, or ready to grow a team, GFM Tax Pro gives you the professional software, guidance, systems, and ongoing support to confidently move your tax business forward.
Built for tax professionals at every stage from getting started to building a business that can grow beyond you.

PROFESSIONAL TAX SOFTWARE + BUSINESS SUPPORT


Whether you’re preparing your first return, building your client base, or ready to grow a team, GFM Tax Pro gives you the professional software, guidance, systems, and ongoing support to confidently move your tax business forward.
Built for tax professionals at every stage from getting started to building a business that can grow beyond you.









Software Gets You Started. The Right Support Helps You Build. GFM Tax Pro was created for tax professionals who want more than a login.
Whether you need the software, help building the foundation, or guidance growing your operation, you don’t have to piece together your next step alone.
One business
A clearer path forward.
You get access to professional tools backed by practical guidance, business support, and resources designed to help you move forward with greater clarity.
Starting • Building • Growing
Wherever you are, there’s a GFM Tax Pro solution designed to meet you there.














Software Gets You Started. The Right Support Helps You Build. GFM Tax Pro was created for tax professionals who want more than a login.
Whether you need the software, help building the foundation, or guidance growing your operation, you don’t have to piece together your next step alone.
One business
A clearer path forward.
You get access to professional tools backed by practical guidance, business support, and resources designed to help you move forward with greater clarity.
Starting • Building • Growing
Wherever you are, there’s a GFM Tax Pro solution designed to meet you there.






PROFESSIONAL TAX SOFTWARE & BUSINESS SUPPORT
Whether you’re getting started, already preparing returns, or ready for more support as you grow, GFM Tax Pro gives you a clear path forward with professional tax software and guidance that fits where you are today.
Choose the option that fits your business and get started today.

Whether you’re new to the tax industry or already have experience preparing returns, you need dependable professional software and the right support behind you.
Get the tools, software, and assistance you need to start confidently, serve clients efficiently, and stay supported throughout tax season.
Best for:
New and aspiring tax professionals who
are ready to get started, as well as experienced tax preparers looking for reliable professional software and support.
Your focus:
Start • Prepare • Serve • Grow
You’ll Get:
Professional tax preparation software
70-30% Revenue Share
IRS & bank registration
Client Forms & Tax Training
Tax Return Review
Client Forms & Tax Training
Tools to help you prepare client returns
Technical and software support
Tax-season assistance
Ongoing support as your tax business develops

You’re ready for more than software. You want to build a real tax business , but you need help putting the pieces together correctly from your software and business setup to preparing for clients and getting ready for tax season.
The Tax Business Builder gives you the tools plus the guidance to create a stronger foundation without having to figure everything out on your own.
Best for:
Newer tax professionals, preparers transitioning into business ownership, and those who want more structure and direction.
Key Benefit:
keep 100% of your prep fees, doc prep fees, e-file fees, and audit fees.
Your focus:
Set up • Build • Launch
You’ll Get:
Software training
IRS & bank registration
Offer tax loans & payroll setup
Business & team building training
PTIN is required to prepare tax returns.
Professional Tax Software
Business setup guidance
Tax business startup resources
Operational support
Tax-season preparation guidance
Systems and tools to help you get
client-ready
Note: A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package. Our dedicated ERO Support Team will guide you through the PTIN and EFIN application process, providing the support you need to get properly set up and ready to operate your tax business.

You’ve built the foundation. Now it’s time to think bigger. If you’re ready to strengthen your systems, expand your operation, add preparers, improve your processes, and build a tax business that isn’t completely dependent on you, this is your next level
This path gives you ongoing access to strategy, accountability, mentorship, and business guidance throughout the year not only during tax season.
Best for:
Tax business owners who are ready to move from simply preparing returns to building a stronger, more scalable operation.
Your focus:
Systemize • Expand • Lead
You’ll Get:
Strategies on earning money outside
of tax season
Year-round business mentorship
Growth strategy
Systems and operational guidance
Team-building support
Guidance for adding and managing preparers
Accountability and implementation support
Business development strategy
Ongoing access to advanced training and resources
Note: Learn proven business strategies to generate additional income beyond tax season, helping you turn your tax business into a year-round revenue-generating operation.





Whether you’re new to the tax industry or already have experience preparing returns, you need dependable professional software and the right support behind you.
Get the tools, software, and assistance you need to start confidently, serve clients efficiently, and stay supported throughout tax season.
Best for:
New and aspiring tax professionals who are ready to get started, as well as experienced tax preparers looking for reliable professional software and support.
Your focus:
Start • Prepare • Serve • Grow
You’ll Get:
Professional tax preparation software
70-30% Revenue Share
IRS & bank registration
Client Forms & Tax Training
Tax Return Review
Client Forms & Tax Training
Tools to help you prepare client returns
Technical and software support
Tax-season assistance
Ongoing support as your tax business develops

You’re ready for more than software. You want to build a real tax business , but you need help putting the pieces together correctly from your software and business setup to preparing for clients and getting ready for tax season.
The Tax Business Builder gives you the tools plus the guidance to create a stronger foundation without having to figure everything out on your own.
Best for:
Newer tax professionals, preparers transitioning into business ownership, and those who want more structure and direction.
Key Benefit:
keep 100% of your prep fees, doc prep fees, e-file fees, and audit fees.
Your focus:
Set up • Build • Launch
You’ll Get:
Software training
IRS & bank registration
Offer tax loans & payroll setup
Business & team building training
PTIN is required to prepare tax returns.
Professional Tax Software
Business setup guidance
Tax business startup resources
Operational support
Tax-season preparation guidance
Systems and tools to help you get client-ready
Note: A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package. Our dedicated ERO Support Team will guide you through the PTIN and EFIN application process, providing the support you need to get properly set up and ready to operate your tax business.

You’ve built the foundation. Now it’s time to think bigger. If you’re ready to strengthen your systems, expand your operation, add preparers, improve your processes, and build a tax business that isn’t completely dependent on you, this is your next level
This path gives you ongoing access to strategy, accountability, mentorship, and business guidance throughout the year not only during tax season.
Best for:
Tax business owners who are ready to move from simply preparing returns to building a stronger, more scalable operation.
Your focus:
Systemize • Expand • Lead
You’ll Get:
Strategies on earning money outside of tax season
Year-round business mentorship
Growth strategy
Systems and operational guidance
Team-building support
Guidance for adding and managing preparers
Accountability and implementation support
Business development strategy
Ongoing access to advanced training and resources
Note: Learn proven business strategies to generate additional income beyond tax season, helping you turn your tax business into a year-round revenue-generating operation.




MORE THAN SOFTWARE




RESULTS

PROFESSIONAL TAX SOFTWARE
You already have the knowledge and business foundation. What you need now is reliable professional tax software and support to help you serve your clients efficiently.
Start with GFM Tax Pro Professional Tax Software.

TAX BUSINESS BUILDER
You’re ready to build, but you need more than access to software. Your next step is creating the structure, systems, tools, and support behind the business so you can move into tax season with greater confidence.
Start with the GFM Tax Pro Tax Business Builder.

YEAR-ROUND MENTORSHIP
You’ve moved beyond simply getting started. Your next opportunity is strengthening the business behind the returns-your systems, team, operations, leadership, and long-term growth strategy.
Explore GFM Tax Pro Year-Round Mentorship.
RESULTS

PROFESSIONAL TAX SOFTWARE
You already have the knowledge and business foundation. What you need now is reliable professional tax software and support to help you serve your clients efficiently.
Start with GFM Tax Pro Professional Tax Software.

TAX BUSINESS BUILDER
You’re ready to build, but you need more than access to software. Your next step is creating the structure, systems, tools, and support behind the business so you can move into tax season with greater confidence.
Start with the GFM Tax Pro Tax Business Builder.

YEAR-ROUND MENTORSHIP
You’ve moved beyond simply getting started. Your next opportunity is strengthening the business behind the returns-your systems, team, operations, leadership, and long-term growth strategy.
Explore GFM Tax Pro Year-Round Mentorship.


Chiara brings more than 15 years of real experience in the tax industry. I have experience in virtual offices and brick-and-mortar offices.
She understands that tax professionals need more than access to a platform. They need reliable tools, clear direction, and support they can turn to when questions come up.
GFM Tax Pro was built to make that process easier by giving tax professionals access to software and support based on what they actually need at their current stage.
Whether you're preparing your first return, building your client base, or looking for better systems to support growth, the goal is simple: help you move forward with more confidence and less guesswork.
Because you shouldn't have to figure out the tax business alone.
CLIENT EXPERIENCES

Retail Business Owner

Construction Company

Logistics Business
CLIENT EXPERIENCES

Retail Business Owner

Construction Company

Logistics Business
YOUR NEXT STEP
Review the package details based on your current experience and the level of support you need. If you’re still unsure, use the Find What Works Best for Me option for additional guidance.
Yes. Select the package you want and follow the checkout process to complete your purchase.
After checkout, you’ll complete a registration form with the information needed to begin your onboarding.
When Will I Receive My Software or Program Access?
Your access and onboarding details will be provided after your purchase and registration information are received.
Yes. Support is available according to the package you select.
Choose your package. Complete your purchase. Start your onboarding.
Your Next Step Starts Here

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