Free Initial Consultation

Please read below to determine if an initial consultation is the right fit for you.

Free Initial Consultation

Please read below to determine if an initial consultation is the right fit for you.

Hello, and thanks for checking us out! Here’s what you need to know before your initial consultation.

Hey there, Alex here from TaxValet. If you’re on this page, it’s likely that you are “so over” the stress that comes with having to deal with sales tax, and you are serious about letting a professional take care of it for you.

Great choice, because once you’ve done that, everything changes.

You get to enjoy the peace of mind, confidence, and sense of security, knowing that your sales tax is being taken care of.

We can probably help you with that. But since I don’t know your business, I can’t say for sure.

And you probably don’t know me very well yet, either.

So … let’s meet, and get to know each other and figure out if this thing is for you.

Here’s a heads-up on what will happen during our call.

First, I’ll spend some time asking you about your sales tax situation, and honing in on what your sales tax goals are.

I’ll ask a whole bunch of questions, but you won’t need to prepare anything because you’ll already know the answers to them.

Then I’ll be in a position to identify what you need to do to get compliant without wasting a ton of time or energy. I’ll likely present you with a few different options, and you’ll decide which path you want to take.

At that point, I’ll know if our services will be a good fit for your business.

If it’s not, I’ll probably be able to recommend someone else that would be a better fit.

And if we are a good fit, we can talk about different ways we help clients.

Of course, you’ll be able to ask me questions as well. That would be awfully rude of me to just grill you with questions the entire time!

And just so you know in advance, the typical investment for working with me to handle all of your sales tax ranges from as low as $300 a month up to $2,199 a month, depending on what your needs and budget are. The average for a small to midsize seller is about $400 a month.

I’ve tried to find a price point for almost every budget, which means that hiring us isn’t as expensive as you might think.

BTW: here’s what our meeting will NOT be…

Just so you know, our meeting is not some sort of “sales ambush” where you’ll get fear-mongered into purchasing compliance services.

That’s just not how we operate.

Instead, it’s a chat between two adults to see if our sales tax services are right for you and to help you understand your situation a bit better.

And while I’ll identify if TaxValet would be a fit for your business, the meeting is also designed to give you some advice on what you should do next.


And here’s what I need from you before you book a time to chat…

Our entry level service (which is ideal for many people) usually costs around $300/mo.

I have another service that starts at $2,199 a month, and it may well be that we’ll talk about this option if it’s relevant to you, but we’ll figure that out together based on your needs and budget.

So … if you can afford at least $300/mo, I’m comfortable with setting aside my normal $200/hr consulting rate to see if I have something that can help you.

And yes, that $200 an hour rate is real. It’s what I charge for ongoing audit defense.

The only thing that I ask in return is that you come to the meeting seriously committed to resolving your sales tax problems, and that you can afford for us to work together if we agree that it’s a good idea for you.

Otherwise, there really is no point in us meeting because if we both agree that TaxValet is a good fit but you can’t afford it, then you’ll be disappointed, and I’ll be frustrated too.

Okay, so if you’re cool with that then please go ahead and book a time for us to chat. I really look forward to meeting you.

But before you do so, please read the following statements and make sure they are aligned with your expectations before proceeding

The Three Agreements

🗹 I understand that during our chat, Alex will identify what I need to do in order to resolve my sales tax questions but I am also aware that the primary purpose of my chat with Alex is to figure out if TaxValet’s services can meet my needs.

🗹 I further understand that if TaxValet’s services are not right for my sales tax needs then Alex will do his best to identify a more suitable option for me.

🗹 Lastly, I understand that some of Alex’s clients invest $1,800 a month with him, but that his most popular program is about $300 a month. And I confirm that should we agree that TaxValet is a fit for my needs, I can afford at least $300 a month.

If you agree with the above, then I am truly looking forward to meeting you. I hope you can forgive me for making you read through this wall of text. We’re all-in on your sales tax success, and I want to make sure you are, too. 


Ben Preisner

Mister Ben's Amazing Products

“TaxValet has saved us from trying to navigate the extraordinarily complex and changing sales tax landscape. Their pricing is just right and well worth the small investment.”

Gary Beranek

Dakota Ridge Motorsports

The best part for me was having someone who could help navigate all the states so we didn’t have to do it ourselves … that was the most confusing part.”

Kerrin Kuntzman

Frontrunners Health

I really enjoy the personalized service knowing I can reach out to the team if need be. Also their process makes it easy for me to keep up on a very complicated task.

Mia Schuck

Iron Brothers Supplements

I hate taxes so you are a godsend. I feel like I always know what’s going on and you communicate effectively. I don’t feel forgotten. Plus I don’t have to do anything!

Brad Eberhart

Healthwise Naturals

The personal service and connection with the team is great. Whenever I’ve had a question or didn’t understand something the team has been quick to respond and take care of it.

Jess Stafford

The Bottom Line CPA

“Sales tax is growing in complexity. There’s no one better than the team at TaxValet to keep things straight and it’s just a nice bonus that they have a heart for genuine service!”