Additional Fees


We have 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/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.