Sales tax solution for accountants

You know the complexities of multi-state sales tax can expose you and your clients to audits, penalties, and even lawsuits. Software solutions promise automation, but often leave gaps in compliance, putting your clients (and your reputation) at risk.

TaxValet partners with you to handle your clients' entire compliance workload, eliminate their audit risk, and operate with accountability.

 

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80+ accounting firms rely on TaxValet for done-for-you sales tax compliance that protects their clients and their reputation

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The True Cost Of Managing Client Sales Tax (& How We Take It Off Your Plate)

Tax & Accounting Firm Challenges Our Solution
Limited Bandwidth: Becoming a 50-state sales tax expert for every client simply isn't feasible when you already have a demanding workload. Dedicated Strategy & Planning: We build proactive sales tax strategies tailored to each client's specific operations and growth plans.
The Nexus Blindspot: Clients unknowingly trigger tax obligations through remote teams, data storage, and varied sales transactions. Precise Nexus Determination: We thoroughly analyze your clients' business activities to pinpoint their exact nexus obligations in every state. 
Software Compliance Gaps: Software solutions promise automation but frequently leave gaps in compliance, putting your clients (and your reputation) at risk.  Done-For-You Execution: We take the heavy lifting completely off your plate by managing the entire compliance lifecycle. 
Exposure to Liability: Inaccurate sales tax advice can trigger severe penalties for clients and expose your firm to potential lawsuits. Financial Accountability: If an audit uncovers an error caused by our team, we cover the resulting costs. 
The Audit Threat: A messy sales tax audit disrupts your clients' business operations and damages their trust.  Full Audit Defense: We act as your client's dedicated representative, dealing with the state directly so they never waste a second.
Protecting Client Trust: Handing clients off to a generic software vendor risks the immense trust they place in your firm's expertise. A Seamless Client Experience: We work directly with your clients, ensuring they are fully informed, protected, and confident in their compliance.
Missed Opportunities: Without specialized expertise, you miss chances to provide comprehensive services and earn referral commissions. Enterprise Protection as a Service: You instantly connect your clients with a dedicated team of U.S. sales tax experts.

Become your clients’ trusted sales tax advisor

Your clients want more than just bookkeeping. They want a trusted advisor for sales tax compliance, too. Partner with TaxValet and become their go-to when they need complete peace of mind.

Expand your service offerings

TaxValet takes on the heavy lifting of sales tax compliance, so you can focus on your core expertise while providing your clients with comprehensive financial solutions.

Get started step by step

We begin with an introductory call, followed by a risk-free period. Once you're ready, we seamlessly integrate you into our systems. As our relationship grows, we’ll offer co-marketing opportunities to expand your reach and visibility.

Seamless client experience

Your clients can choose to have you as their primary contact point, ensuring a smooth and familiar interaction. We work directly with you, keeping you informed every step of the way and ensuring a seamless transition.

Trust and transparency

Clients place immense trust in their CPAs, and by partnering with TaxValet, you can leverage that trust to guide them through crucial sales tax decisions during onboarding. We’ll make sure your clients are fully informed and confident in their compliance strategy.

The Fractional Sales Tax Department

Let TaxValet handle the complexities of multi-state sales tax for your clients, while you focus on providing exceptional financial advice.

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Nexus determination and review

We’ll analyze your clients' business activities, including remote employees, data storage, and sales transactions, to identify their exact nexus obligations in each state.

See how it works

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Sales tax audit defense

Don’t let a sales tax audit disrupt your clients’ businesses. Our expert team will guide them through the entire process, minimizing liability and protecting their operations.

See how it works

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Sales tax strategy and planning

Develop a proactive sales tax strategy that aligns with your clients' growth plans. We’ll create a customized plan that minimizes risk, optimizes costs, and ensures compliance across all their operations.

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Dedicated sales tax expertise

Get personalized guidance and support from our team of dedicated experts who understand the unique challenges faced by your clients, regardless of their industry.

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Build trust and protect your clients

We only work with firms with the highest standards of professionalism and client service. In turn, we stand behind our services with our “Sleep Easy” triple guarantee.
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60 day risk-free

If your clients aren’t completely satisfied within the first 30 days, we’ll issue a full refund.

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360° Audit-protection

If your clients ever go through an audit and we mess up, we cover all their costs.

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Unlimited transactions

Unlike software, we guarantee no extra charges for additional transactions as your clients grow.

Get a dedicated team of sales tax experts on your client’s side

Why partner with TaxValet?

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Referral
Incentive

Earn a share of each referral's revenue for 18 months. Don't want it? Pass the savings on to your client, or we’ll donate it to charity.

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Team
Training

We'll provide your team with free sales tax training so you can better identify and mitigate your clients' risks. 

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Prioritized
Onboarding

Typically, clients have to wait 1-2 months before starting with TaxValet. Clients referred by our partners get moved to the front of the line. 

Dedicated Tax Consultant

Get access to a dedicated expert for any sales tax questions that arise with your clients (even if we aren't working with them ... yet). 

Marketing Opportunities

Get featured in the TaxValet blog, partner page, newsletter, and more. 

Referral Opportunities

When our clients ask for a recommendation for a service provider, we'll send them your way.

Is our Partner Program right for you?

 
We prefer to have a small amount of high-quality deep partnerships than to partner with everyone in the world. Here's what we're looking for in a partner:
 
  • You have a commitment to excellence in customer service
  • You have a positive reputation in the marketplace as indicated by reviews, testimonials and case studies
  • You're aligned with TaxValet's core values
Book a Call

Our partners don’t have to deal with sales tax for their clients – because TaxValet does

Take the first step today.

Solve all of your (and your clients') sales tax needs—past, present, and future—with one call.

Schedule your Partner Introduction now. →