TaxValet Pricing Overview

360º Sales Tax Compliance Suite

Starting at $560.00

1 Company Per Month

Unlike DIY Sales Tax Software, TaxValet's Sales Tax Compliance Suite includes everything you need to never touch sales tax again. You can think of it like a fractional sales tax department that handles each aspect of the sales tax compliance workflow for you.

Unlike Sales Tax Softare, TaxValet offers predictable monthly pricing and doesn't charge you based on the number of transactions you have. Pricing is based on the number of states that we handle for you, and the size of your business. On average, clients pay $75/state/mo.

TaxValet has 1 pricing edition that costs $560.

Pricing information for TaxValet is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase TaxValet must be conducted with the seller.

100% No-Risk Guarantee: If at any point during the first 30-days of service you decide that we’re not the right team for you, you can walk away and receive a 100% refund. You are also not in a 1-year commitment for the Sales Tax Compliance Suite until after onboarding is complete.

Pricing information was last updated on October 10, 2024

Top-Rated Alternatives

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TaxValet Alternatives Pricing

The following is a quick overview of editions offered by other Tax Services Providers

Pilot Essentials	$99.00Per Month	Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly. Real-time visibility into your finances Monthly P&L and balance sheet based on your bank and credit card activity Year-end package for your tax preparer Email support from our US-based accounting team
Zeni Full Service Plan	Starting at $549.00	Daily Bookkeeping Insights via Zeni Dashboard Accrual Basis Bookkeeping Finance Concierge Monthly Financial Reporting Bill Pay For Vendors (Unlimited Self-Serve) Employee Reimbursements (No Restrictions On Employee Count) Chart Of Accounts (Standard) Receipt Management & Tracking Burn Rate Calculations Bank & Credit Card Reconciliations (Up to 3 accounts) API Integrations (Up to 2) Show More
Haven Monthly Bookkeeping	Starting at $400.00Per Month	Generate a monthly report which includes the profit and loss statement, balance sheet and statement of cash flows. Books will be delivered by the 15th monthly, pending client clarification on misc transactions. Accrual or cash-basis bookkeeping in Quickbooks. Reconcile banks and credit cards against their statements. Manage revenue transactions including: Allocate revenue to the appropriate account, Book and maintain deferred revenue entries and Reconcile invoices from e.g., QBO, bill.com, etc. Manage expense transactions including: Breakdown COGS vs. Expenses according to management’s guidance and Identify and handle accrued or prepaid expenses. Show More

Various alternatives pricing & plans

Pricing information for the above various TaxValet alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

TaxValet Pricing Reviews

(2)

Janel W.

Project Manager

Mid-Market (51-1000 emp.)

5/17/2024

"Best Decision Ever - Year 2"

5/5

What do you like best about TaxValet?

Update to my 2024 review: We had a major change this year and TaxValet has yet again been instrumental in helping us navigate the ins and outs of sales taxes. Again they have been very thorough in assisting us, following up and making sure we stay on track. We have put them to work and they have done more than just show up and do their jobs, they have done an AMAZING job!

They are extremely thorough in everything they do. We have had such a positive experience with them in the last year. We were recently with a SaS company that ran numbers, and that is all. Sure they were cheaper, but ALL they did was use their software to run numbers and submit returns to the state. If there was an issue, it was up to us to connect with the states to figure out this very complex world of sales taxes. It is such a breath of fresh air to have a company to work with you on reaching out to the states when there are issues with sales tax issues. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Update to my 2024 review: I can't think of anything that would make me say I dislike anything about them. They have risen to all the challenges that have we have tossed at them, and never have they said "that is out of scope."

I would love to see them get into other aspects of taxes that come with sales tax such as helping with Registered Agents and working with the Secretary of State. I understand the limitations, and they have been helpful as they can be in this sector, but it would be awesome to have these two areas of expertise under the same roof. Review collected by and hosted on G2.com.