Jordan S.
JS
Jordan S.
CEO
Small-Business (50 or fewer emp.)
"Simple Sales Tax Compliance"
5/5
What do you like best about TaxValet?

Managing sales tax across multiple states has been tricky until I used TaxValet. Their team has really impressed me with their professionalism, expertise, and commitment to making the complex process of Sales Tax simple and easy. We've been with them for over a year, and have 0 complaints. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

A billing portal for the TaxValet subscription please! Review collected by and hosted on G2.com.

Verified User in Retail
UR
Verified User in Retail
Small-Business (50 or fewer emp.)
"Would recommend Tax Valet one hundred times over"
5/5
What do you like best about TaxValet?

This is the second company I've transitioned to Tax Valet and it is always the right decision. They are meticulous, clear, and kind. I trust them completely. They are really the only team I'll consider to support US sales tax at this point. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

None, they are fantastic. They may be slightly more expensive than other providers but it is well worth the cost. Review collected by and hosted on G2.com.

Verified User in Online Media
UO
Verified User in Online Media
Small-Business (50 or fewer emp.)
"You Won't Find a More Knowledgeable Team"
5/5
What do you like best about TaxValet?

I've known Alex and the team at TaxValet for many years now, and have worked with them in multiple capacities. Their knowledge of the ins and outs of sales tax is unmatched in the industry, and their customer service is second to none. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

I don't have anything negative to say :) Review collected by and hosted on G2.com.

Aaron L.
AL
Aaron L.
Director
Small-Business (50 or fewer emp.)
"State tax made easy for Ecom store"
5/5
What do you like best about TaxValet?

Everything is easy, well thought out and done for you with TaxValet. The consistently give good updates and keep me in the loop without asking too much from me. It's completely hands off which is what I like Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

No negatives. They are on the pricier side I think but well worth the charge for the fully done for you service.

I don't think they do Fed tax so you will need to get that done elsewhere Review collected by and hosted on G2.com.

Verified User in Printing
AP
Verified User in Printing
Small-Business (50 or fewer emp.)
"Not worth it..."
0/5
What do you like best about TaxValet?

I like how easy it was to get out of our contract with them Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

1) They couldn't offer the services they promised

2) Cost a fortune

3) Taxes were consistently being flagged as delinquent by states

4) Offboarding information was incorrect

5) They didn't register us as a business in one state (one that we're aware of)

6) All inboxes go to generic box - no direct contact with your assigned CSR

7) Data only available via GoogleDrive Review collected by and hosted on G2.com.

Wafaa A. M.
WM
Wafaa A. M.
operations manager
Small-Business (50 or fewer emp.)
"Excellent Service"
4.5/5
What do you like best about TaxValet?

Onboarding as well as the implementation process were a breeze! We went over the integration and best practice. The whole experience is well structured and thoroughly explained! They're on top of their game, from the get-go. Very prompt and responsive. We have been using these services little over a year now. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

So far so good! We have not seen any conflicted info or dislikes. Review collected by and hosted on G2.com.

Tray B.
TB
Tray B.
Founder
Small-Business (50 or fewer emp.)
"Sales Tax made easy!"
5/5
What do you like best about TaxValet?

Before I onboarded with Tax Valet - sales tax was a complete mess. Registering with states & maintaining filings. We've worked with them for 3 years now and never have to think about sales tax again. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Nothing - the experience has been great! Review collected by and hosted on G2.com.

Verified User in Retail
ER
Verified User in Retail
Small-Business (50 or fewer emp.)
"White Glove, Turnkey Service"
5/5
What do you like best about TaxValet?

They take care of all the heavy work and are very knowledgeable and current on the many state and local regulations. They also act as a trusted advisor, informing me of tax considerations so I can make the best decision for my business. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

It would be amazing if there was a client portal or software platform to access all needed filing info so we weren't reliant on emailing their consultants. Review collected by and hosted on G2.com.

Patrick B.
PB
Patrick B.
Small-Business (50 or fewer emp.)
"Quick & Thorough Onboarding"
5/5
What do you like best about TaxValet?

The TaxValet team has me feeling confident it was the right choice to move the sales tax collection over to them. We collect in over 40 states. Their nexus review was extremly thorough and we were able to unregister from quite a few states where we no longer have nexus. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

So far the expeience has been all positives. Migrating over is always the worst part of making changes and their team was very good and coordinating and managing the bulk of the tedious work of finding log-ins, updating states, etc etc. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Small-Business (50 or fewer emp.)
"Bait-and-Switch Tactics and Poor Communication – Avoid Tax Valet"
0/5
What do you like best about TaxValet?

While our initial conversations with TaxValet were promising, unfortunately, our experience quickly took a turn for the worse. We appreciated the clarity in the early stages, particularly when they outlined the services and provided what seemed to be a straightforward promotion. However, the lack of transparency, misleading communication, and failure to honor their own offer overshadowed anything positive. Their inability to follow through on a $3,500 discount, which we were led to believe we were eligible for, left us with a sense of distrust. Unfortunately, this experience did not reflect the professionalism we had hoped for. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

What I dislike most about TaxValet is their lack of transparency and poor communication. We were led to believe that we were eligible for a $3,500 discount on onboarding if we signed up before a certain date, but after we confirmed our decision to proceed, they suddenly rescinded the offer, claiming the promotion had already been filled weeks earlier. This critical detail was never mentioned during any of our discussions, leaving us feeling misled. The situation was further worsened by their inability to resolve the issue, offering only a reduced discount that didn’t address the core problem. To make matters worse, even after escalating the issue by CCing their CEO, we received no response or accountability from their leadership. This experience left us questioning their professionalism and trustworthiness. Review collected by and hosted on G2.com.