We’ve structured TaxValet’s service to be as all-inclusive as possible.
Most clients will not have additional fees (outside of opening/ closing sales tax permits) once the onboarding process is complete.
| Frequency | Description | Price | Notes |
|---|---|---|---|
| Occasional | Opening/Closing Sales Tax Permits (After initial onboarding) | $275 per state | Free during Initial Onboarding. |
| Occasional | Penalty Waiver Requests (After Initial Onboarding). | $115 per submission | Generally requested when filings are submitted with inaccurate data or delayed due to client. During onboarding, we will do penalty waivers at no additional cost so long as there is a savings of at least $250/state. |
| Occasional | Past Due Filing | $90 per return | Returns due prior to your start date are billed separately at $85/return. |
| Rare | Amended Returns | $115 per return | Generally requested when clients provide inaccurate data to TaxValet. |
| Rare | State Payment Plans | $230 per state | Typically only needed to manage payments with extremely delinquent accounts that are identified during the onboarding process. |
| Rare | Voluntary Disclosure Agreements (VDAs) | $3,700 per VDA | Typically identified during new client onboarding and offered if substantial penalties can be avoided. |
| Rare | Audit Support | $3,700 for more than three audits | TaxValet provides audit support for up to 3 audit engagements in a 12 month period, any additional audits are charged an extra fee. Each audit initiated by a separate taxing jurisdiction, whether state, local, or part of a coordinated or multi-state audit process, shall be considered a distinct audit engagement. |