TaxValet Reviews & Product Details

Hey, I’m Ben Preisner, the owner of Mister Ben’s Amazing Products, and I’ve been working with TaxValet since around 2018. I was one of their first clients, and it’s been awesome watching them grow into the incredible service they are today.

When I first started dealing with sales tax, I knew it was going to be a headache. The rules are all over the place, constantly changing from state to state, county to county, and even down to local levels. Keeping up with all of that while running a business? Nearly impossible. That’s where TaxValet came in—and honestly, they’ve been a lifesaver.

From the get-go, I haven’t had to worry about compliance. Their team stays on top of every detail and always keeps me in the loop. I’ve never had a single issue with a filing or gotten bad information. I always know they’ve got everything handled.

What really stands out is how proactive they are. Sales tax laws are constantly shifting, and TaxValet is always on it—whether it’s state-level changes or even something more local. They take care of it all so I can focus on running my business without stressing over tax laws.

Oh, and their pricing? Super reasonable. For the peace of mind and level of service they provide, it’s a great deal. It’s not just about the filings—they give me confidence that a team of pros is making sure everything’s done right.

If your business has complicated sales tax needs, I can’t recommend TaxValet enough. They handle compliance across all levels and make what used to be a major source of stress completely hassle-free.

So if you want a reliable and efficient team managing your sales tax, go with TaxValet. They’ve been a game-changer for Mister Ben’s Amazing Products, and I’m sure they’ll do the same for you. Review collected by and hosted on G2.com.

There is nothing to dislike! Bear in the best of what they do. I just wish they could do all my accounting. Review collected by and hosted on G2.com.

Managing sales tax across multiple states has been tricky until I used TaxValet. Their team has really impressed me with their professionalism, expertise, and commitment to making the complex process of Sales Tax simple and easy. We've been with them for over a year, and have 0 complaints. Review collected by and hosted on G2.com.

A billing portal for the TaxValet subscription please! Review collected by and hosted on G2.com.

Everything is easy, well thought out and done for you with TaxValet. The consistently give good updates and keep me in the loop without asking too much from me. It's completely hands off which is what I like Review collected by and hosted on G2.com.

No negatives. They are on the pricier side I think but well worth the charge for the fully done for you service.

I don't think they do Fed tax so you will need to get that done elsewhere Review collected by and hosted on G2.com.

Onboarding as well as the implementation process were a breeze! We went over the integration and best practice. The whole experience is well structured and thoroughly explained! They're on top of their game, from the get-go. Very prompt and responsive. We have been using these services little over a year now. Review collected by and hosted on G2.com.

So far so good! We have not seen any conflicted info or dislikes. Review collected by and hosted on G2.com.

Before I onboarded with Tax Valet - sales tax was a complete mess. Registering with states & maintaining filings. We've worked with them for 3 years now and never have to think about sales tax again. Review collected by and hosted on G2.com.

Nothing - the experience has been great! Review collected by and hosted on G2.com.

They take care of all the heavy work and are very knowledgeable and current on the many state and local regulations. They also act as a trusted advisor, informing me of tax considerations so I can make the best decision for my business. Review collected by and hosted on G2.com.

It would be amazing if there was a client portal or software platform to access all needed filing info so we weren't reliant on emailing their consultants. Review collected by and hosted on G2.com.

The TaxValet team has me feeling confident it was the right choice to move the sales tax collection over to them. We collect in over 40 states. Their nexus review was extremly thorough and we were able to unregister from quite a few states where we no longer have nexus. Review collected by and hosted on G2.com.

So far the expeience has been all positives. Migrating over is always the worst part of making changes and their team was very good and coordinating and managing the bulk of the tedious work of finding log-ins, updating states, etc etc. Review collected by and hosted on G2.com.

While our initial conversations with TaxValet were promising, unfortunately, our experience quickly took a turn for the worse. We appreciated the clarity in the early stages, particularly when they outlined the services and provided what seemed to be a straightforward promotion. However, the lack of transparency, misleading communication, and failure to honor their own offer overshadowed anything positive. Their inability to follow through on a $3,500 discount, which we were led to believe we were eligible for, left us with a sense of distrust. Unfortunately, this experience did not reflect the professionalism we had hoped for. Review collected by and hosted on G2.com.

What I dislike most about TaxValet is their lack of transparency and poor communication. We were led to believe that we were eligible for a $3,500 discount on onboarding if we signed up before a certain date, but after we confirmed our decision to proceed, they suddenly rescinded the offer, claiming the promotion had already been filled weeks earlier. This critical detail was never mentioned during any of our discussions, leaving us feeling misled. The situation was further worsened by their inability to resolve the issue, offering only a reduced discount that didn’t address the core problem. To make matters worse, even after escalating the issue by CCing their CEO, we received no response or accountability from their leadership. This experience left us questioning their professionalism and trustworthiness. Review collected by and hosted on G2.com.

We were initially using Avalara as our sales tax management because they were marketed as a one-stop shop for Sales tax. They have proven to be anything but. It's a great company if you already know the ins and outs of sales tax, but you don't need them if that's the case. Because of their faulty systems and horrible account reps we were audited and owe $100,000 in taxes.

TaxValet came in and fixed everything. They are the true one-stop shop for sales tax. Their reps are incredibly knowledgeable, friendly, and quick to respond to. I feel like I have a much better grasp on sales tax and my business and you couldn't pay me to leave. I wish I would have known about them first! Review collected by and hosted on G2.com.

Honestly the only downside I could come up with is that they only accept customers of a certain level of sales per year. But that is mostly because their model wouldn't be helpful to a company underneath it. Review collected by and hosted on G2.com.

Compared to other solutions we have used in the past that claimed to have support but were essentially self service, TaxValet is truly a turnkey solution. Their team is very attentive and has always replied my questions with thoughtful solutions and suggestions within 1 business day. They will handle all communications with state sales agencies to abstract away sales tax management so you and your team can focus on growing your business. Review collected by and hosted on G2.com.

TaxValet costs more than other, self-service solutions on the market. But you get what you pay for and more: their comprehensive support and attention to details has been invaluable for our company and I only wish I had started working with them earlier. Review collected by and hosted on G2.com.