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) | $250/state | Free during Initial Onboarding. |
| Occasional | Penalty Waiver Requests (After Initial Onboarding). | $110 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. |
| Rare | Amended Returns | $110 per return | Generally requested when clients provide inaccurate data to TaxValet. |
| Rare | State Payment Plans | $220 per state | Typically only needed to manage payments with extremely delinquent accounts that are identified during the onboarding process. |
| Rare | Voluntary Disclosure Agreements (VDAs) | $3,500/state | Typically identified during new client onboarding and offered if substantial penalties can be avoided. |