Sales tax solution for accountants

As an accountant, CPA, or bookkeeper, 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 provide the expert support and proactive guidance you need to shield your clients from sales tax dangers.

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

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Turn the complexity of sales tax into a competitive advantage

Can you afford to ignore your clients' sales tax needs?

Your clients increasingly rely on you for guidance on complex issues like sales tax. But staying on top of ever-changing regulations across 50 states is a major challenge, especially when you have other priorities.

  • Limited bandwidth: You're already juggling a demanding workload, and dedicating the necessary time to become a sales tax expert for every client isn't feasible.
  • Exposure to liability: Providing incomplete or inaccurate sales tax advice can put your clients at risk and expose your practice to potential lawsuits.
  • Missed opportunities: Without specialized sales tax expertise, you may be missing opportunities to provide valuable services and strengthen client relationships.
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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.

Your client’s Fractional Sales Tax Department

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

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.

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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.

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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
Schedule a Partnership Call

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

 

Ready to simplify sales tax for your clients?

Tell us a bit more about you so we can understand your practice and how we can best support your needs. We'll review your information and get back to you within 24 hours to schedule a personalized consultation.