--- title: TaxValet Reviews meta_title: 'TaxValet Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 76 reviews by the users' company size, role or industry to find out how TaxValet works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 76 scale: '5' date_modified: '2026-07-17' parent_category: name: Business Finance url: https://www.g2.com/categories/business-finance --- # TaxValet Reviews **Vendor:** TaxValet **Category:** [Tax Services Providers](https://www.g2.com/categories/tax-services) **Average Rating:** 4.8/5.0 **Total Reviews:** 76 ## About TaxValet When you manage finances for a growing company, multi-state sales tax compliance becomes a massive corporate liability. As a CFO, VP of Finance, or Controller, you might be searching for a software tool. But software alone doesn't solve sales tax. It just shifts the data entry burden onto your internal finance team. And software without expert management only increases your risk. TaxValet is your Fractional Sales Tax Department®. We completely remove the burden of sales tax compliance by expertly owning the entire lifecycle, end-to-end. Here's how we provide you with structural certainty and protect your business: End-to-End Filing and Remittance: We take the operational load off your plate. Our team manages compliance across all your sales channels. We secure state registrations, file returns, and remit payments across all jurisdictions. ERP Integration and Configuration: We don't leave you to guess your system setup. We map out complex product taxability rules. And we configure your sales tax settings directly within your ERPs and billing platforms. Historical Cleanup and Risk Mitigation: Unresolved nexus liabilities threaten M&A due diligence. We actively mitigate your risk by conducting thorough nexus analyses. We also execute Voluntary Disclosure Agreements to resolve past exposure before it becomes a penalty. Complete Audit Defense: Software algorithms can't defend you during an audit. We perform routine variance checks to catch platform miscalculations early. And we back our work with a 360° Audit Guarantee. We replace the fragmented guesswork of DIY tools with dedicated human expertise. Because of this, your highly paid finance team reclaims their bandwidth. You get a collaborative partner at a predictable flat monthly rate. And we turn compliance from a corporate risk into a secure foundation for scale. Learn more at thetaxvalet.com. ## TaxValet Pros & Cons **What users like:** - Users commend TaxValet for their **exceptional support and reliability** , alleviating the stress of managing sales tax complexities. (33 reviews) - Users value TaxValet's **expertise** , receiving clear guidance and support that simplifies complex tax compliance tasks. (25 reviews) - Users appreciate the **stress-free solution** TaxValet provides, allowing them to focus on growing their business without tax worries. (21 reviews) - Users value the **outstanding customer support** of TaxValet, highlighting their expertise, responsiveness, and friendly service. (19 reviews) - Users value the **tax automation** by TaxValet, simplifying compliance and significantly reducing sales tax management stress. (19 reviews) - Users commend TaxValet for their **excellent communication** , praising the clarity and responsiveness throughout the process. (17 reviews) - Users commend **TaxValet's expertise in compliance management** , ensuring smooth operations and peace of mind during audits and tax issues. (17 reviews) - Users appreciate the **exceptional support and thorough guidance** during TaxValet's onboarding, making the process seamless and manageable. (17 reviews) - Compliance Simplification (14 reviews) - Users value the **high competence and support of TaxValet's staff** , providing seamless onboarding and expert guidance. (12 reviews) **What users dislike:** - Users note that TaxValet is **expensive** , but many find the comprehensive service justifies the higher price. (8 reviews) - Users highlight the need for **better communication and transparency** in TaxValet's service delivery and promotions. (5 reviews) - Users feel the **high fees** of TaxValet are burdensome, especially with low transaction volumes and minimal nexus. (4 reviews) - Users note the limitation of **service only covering sales tax** , requiring additional handling for Federal tax obligations. (4 reviews) - Users express frustration over **billing issues** due to lack of transparency and poor communication regarding discounts. (2 reviews) - Users find the **complex interface** somewhat challenging, making it difficult to easily navigate and find returns. (2 reviews) - Limited Service Availability (1 reviews) - Poor Customer Support (1 reviews) - Poor Support Services (1 reviews) - Technical Issues (1 reviews) ## TaxValet Reviews ### 1. Incredible tax support and a team of wonderful people. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about TaxValet?** From the moment I started working with TaxValet, I could tell their service was going to be top-notch. The onboarding process was smooth and efficient, and I felt like I was entering a well-oiled machine. They quickly organized all of my licensing and filing needs, which was an enormous relief after struggling with compliance on my own. I no longer had to wonder if my circumstances were being handled correctly. This expertise became even more evident when I suddenly faced an audit. Having a team there who knew my business inside and out made what could have been an incredibly stressful situation manageable. They walked me through the process step-by-step, explaining my rights and options. I was stunned when we not only passed the audit with flying colors but actually ended up in a refund position! I know for sure that outcome would not have been possible on my own. Before finding TaxValet, managing compliance for my complex business was extremely challenging. Now with their help, everything runs smoothly. I'd advise any business owner with questions about tax compliance to reach out. You have nothing to lose by getting expert advice and understanding precisely where you stand. For correct handling of your tax needs, give TaxValet a call. **What do you dislike about TaxValet?** It sounds unlikely, but I cannot think of one negative aspect regarding TaxValet. They really were a dream to work with. **What problems is TaxValet solving and how is that benefiting you?** Tax compliance on marketplace platforms is always changing given each state's ability to enforce their own initiatives. Staying on top of these changing regulations as well as ensuring on-time filings for each of the states being sold to is a very lage task for nearly all businesses, but especially medium to small sized businesses. TaxValet is a process-oriented organization that allows you to "set it and forget it" with respects to all things sales tax. I was able to then redirect my energy into business plans and performance instead of constantly chasing sales tax information updates and guidelines. ### 2. Pleasantly surprised - friendly, professional, knowledgeable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about TaxValet?** Gian and Alexis have been fantastic in taking us through onboarding - they have at all times been friendly, professional, knowledgeable, attentive. From our experience so far we would highly recommend TaxValet. **What do you dislike about TaxValet?** No complaints here at all really, some of the intake/onboarding forms could have been easier to use or refer back to, but a very minor issue. **What problems is TaxValet solving and how is that benefiting you?** State salex tax compliance ### 3. The Right Sales tax Advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Imran Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about TaxValet?** Running an ecommerce accounting firm, I noticed clients were always stressed about sales tax compliance. We tried managing it ourselves but the complex filings became an obstacle to growth. Outsourcing this convoluted task to TaxValet was the best decision we made. Their expertise handles the intricacies so we can focus on our core services. With TaxValue's fantastic communication and customer service, sales tax is no longer a pain point for us or our clients. Their solution provides peace of mind so we can concentrate on delivering value, not chasing tax codes. I highly recommend TaxValue for automated sales tax management. They've been invaluable partners, allowing us to scale our firm and help clients in bigger ways. **What do you dislike about TaxValet?** There were no downsides.Everything went smoothly. **What problems is TaxValet solving and how is that benefiting you?** See my intial review. Its solving the headache of filing slaes taxes and figuring all the complexsities. ### 4. TaxValet takes the burden of sales tax off your shoulders **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about TaxValet?** Tax Valet has been wonderful to work with. Their team is all super friendly and knowledgable. Overall, I have loved how little I have had to think about sales tax since using Tax Valet. Sales tax was a giant burden and something I had a lot of anxiety about, but I started sleeping a lot better after working with Alex and his team :) **What do you dislike about TaxValet?** The cost can add up, but that price is worth the peace of mind. **What problems is TaxValet solving and how is that benefiting you?** They handle our sales tax filing for about 20 states. It's freed up a considerable amount of time. ### 5. Tax valet delivered more than they promised, finally a service that leaves you beyond satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about TaxValet?** The responsive, kind, attentive team who thoroughly explored how they can help take the stress away from international sales tax. **What do you dislike about TaxValet?** Nothing. Wish we had found them before we wasted time trying to use Avalara. **What problems is TaxValet solving and how is that benefiting you?** As a UK based company selling into the US, foreign sales tax is complicated and we needed a service who could hold our hand and take the stress away. They helped us with a thorough nexus review, always asked our questions quickly and properly, leaving no stone un-turned and giving actionable advice as well as easy on-going solutions to monthly filings in multiple states. ### 6. TaxValet makes being a small business owner so much easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Janalee S. | President and CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about TaxValet?** I have been using TaxValet for a few years now. I am a small business owner that sells software and services across the company. It is almost impossible to navigate ever different state's sales tax laws. Turning this over to TaxValet has been a huge time saver. I would highly recommend their services to anyone who struggles with sales tax issues. **What do you dislike about TaxValet?** I have had no negative experiences working with TaxValet **What problems is TaxValet solving and how is that benefiting you?** It is impossible as a small business owner to know all of the individual state sales tax laws. TaxValet takes that responsibility off of my plate. ### 7. Great service by great company **Rating:** 5.0/5.0 stars **Reviewed by:** Julio Cesar R. | Operations' Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about TaxValet?** We've been with Tax Valet for over 4 years now. Easy to use, easy implementation, and no alarming issues at all. **What do you dislike about TaxValet?** Honestly, we are happy with their service and have no issues at all. **What problems is TaxValet solving and how is that benefiting you?** We need someone to calculate our sales tax and make sure we are compliant. ### 8. If you are having any trouble with sales tax, you need Tax Valet. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew J. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about TaxValet?** TaxValet handles every aspect of sales tax, and I never have to think about it anymore. We were very behind on sales tax after using a couple different apps and services. They are experts on the subject, and take the time to answer any and all questions we had. I wish we had found them years ago. **What do you dislike about TaxValet?** It is more expensive than other services, but our team finds that it is well worth it. **What problems is TaxValet solving and how is that benefiting you?** Everything around sales tax (calculation, nexus review, remittance, etc) ### 9. They make US sales tax a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Clayton H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about TaxValet?** They make the process simple and provide updates on a timely manner whenever necessary. **What do you dislike about TaxValet?** It would be nice if there was no "minimum" monthly charge as we only have nexus in a few states. **What problems is TaxValet solving and how is that benefiting you?** They remit US sales tax on our behalf and handle the entire process. We can be hands off and be confident that any changes are also going to be considered as they become relevant. ### 10. Amazing Team, Excellent Experience!! **Rating:** 5.0/5.0 stars **Reviewed by:** Makenzie W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2024 **What do you like best about TaxValet?** TaxValet is the best partner to our growing Ecommerce business. They take the stress of managing, remitting and maintaining sales tax off our plate so we can focus on the growth of the business. Our dedicated sales tax preparer has excellent communication and is always a quick phone call or email away. I would highly recommend them to anyone looking to offboard sales tax! Thanks again TaxValet. **What do you dislike about TaxValet?** Nothing to dislike about TaxValet, always great to work with. **What problems is TaxValet solving and how is that benefiting you?** Time Management of Sales Tax - Collecting, Remitting, Communicating, Etc ### 11. Great Tax Compliance Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sporting Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about TaxValet?** Tax Valet is a full service US sales tax compliance offering that leaves us free to get on with business. Very responsive when it comes to communication. **What do you dislike about TaxValet?** None that I can think of. We've had nothing but positives in our dealings with them. **What problems is TaxValet solving and how is that benefiting you?** Tax Valet is solving the problem of us otherwise having to manage our numerous US sales tax compliance obligations ourselves or engage an accountant etc to do this for us. ### 12. A no-brainer for easy state sales tax compliance. **Rating:** 5.0/5.0 stars **Reviewed by:** Gary K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about TaxValet?** Their customer service is top-notch. Knowledable and easy to work with. **What do you dislike about TaxValet?** Not much to say here. The biggest hurdle is your total revenue need to be high enough to justify the cost. **What problems is TaxValet solving and how is that benefiting you?** TaxValet makes dealing with state sales taxes a breeze. ### 13. The Best Outsourced Sales Tax Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2024 **What do you like best about TaxValet?** I highly recommend TaxValet for their exceptional nexus study and sales tax consultation services. Their expertise in navigating our complex company structures and our licensing deals was invaluable. Alexis, in particular, demonstrated impressive responsiveness and prompt communication throughout the process. Grateful for their outstanding support. **What do you dislike about TaxValet?** Honestly, there is nothing that I can think of that I dislike about Taxvalet! **What problems is TaxValet solving and how is that benefiting you?** Taxvalet has provided us excellent support in providing us our nexus study and continued sales tax filings. They allow us to lean on their expertise regarding any sales tax situation. ### 14. Bookkeeper **Rating:** 4.5/5.0 stars **Reviewed by:** Caron H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2024 **What do you like best about TaxValet?** TaxValet's nexus review was extremely helpful in helping us identify where we had nexus and why **What do you dislike about TaxValet?** I can't think of one thing I don't like except for they start the filing process a bit earlier in the month than I would like - but their level of service is so good, this is a very insignificant complaint **What problems is TaxValet solving and how is that benefiting you?** Keeping us compliant since we are a multi-state organization. ### 15. White Glove Service **Rating:** 5.0/5.0 stars **Reviewed by:** Curt N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about TaxValet?** TaxValet is totally hands off... after onboarding was complete I only think about sales tax 1-2 hours per month. **What do you dislike about TaxValet?** Nothing, I have found their service to be totally satisfactory. **What problems is TaxValet solving and how is that benefiting you?** Sales tax compliance is total mess - but TaxValet makes it easy! ### 16. TaxValet and Woocommerce **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about TaxValet?** Simplified compliance while using Woocommerce **What do you dislike about TaxValet?** Nothing. I am happy with the service. Can't get good service for free. **What problems is TaxValet solving and how is that benefiting you?** We're a small company that doesn't have any full time accounting personnel. SInce we sell all over the US, sales tax compliance is way too much for us to handle. TaxValet does it all for us. Communication was and remains excellent. They removed a tremendous headache. ### 17. TaxValet takes all the pain out of all things sales tax **Rating:** 5.0/5.0 stars **Reviewed by:** Sam H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about TaxValet?** We have had an outstanding experience with TaxValet. They have been super helpful and knowledgeable from the start, helping us navigate the complex world of Sales Tax collection and remittance in the world of eCommerce. Their process is efficient and easy, it is as hands off as can be for business owners. **What do you dislike about TaxValet?** Nothing. We have not had a bad experience in any area. **What problems is TaxValet solving and how is that benefiting you?** Sales tax filing, collection, remittance. ### 18. Great service. I would highly recommend. **Rating:** 5.0/5.0 stars **Reviewed by:** Aubrey I. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about TaxValet?** Tax Valet has been a great company to work with. They helped get all of our state sales taxes straightened out and always keep us compliant. Very professional and quick to reply to questions. I would highly recommend. **What do you dislike about TaxValet?** I have not experienced any problems in working with Tax Valet. **What problems is TaxValet solving and how is that benefiting you?** Keeping compliant with states taxes. ### 19. Invaluable Sales Tax Expertise - More Than Just Software **Rating:** 5.0/5.0 stars **Reviewed by:** Justin M. | Angel Squad Member, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about TaxValet?** Whenever we have a sales tax question, big or small, they are our go-to source. TaxValet takes the time to ensure we understand the issue fully and walks us through the best solution tailored to our unique situation. **What do you dislike about TaxValet?** We have not run into any issues as of yet. **What problems is TaxValet solving and how is that benefiting you?** thought purchasing sales tax software would solve everything. We soon realized that while software is helpful, it's not enough on its own when you're trying to navigate the nuances of sales tax across multiple states. ### 20. Your Sales Tax Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Brad S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about TaxValet?** Interstate sales tax is a complex nightmare for small eCommerce businesses. We don't have the resources required to both run our company and navigate the sales tax requirements of all 50 states. TaxValet reduces the load, and with it, the stress. Their team of professionals allows us to focus on running our business. **What do you dislike about TaxValet?** No complaints, they are responsive to our needs. **What problems is TaxValet solving and how is that benefiting you?** TaxValet stays up-to-date on regulatory changes across the country, reducing the demands on our business of constant research. They reduce the administrative burden of compliance. ### 21. Taxvalet took the Sales tax burden off our shoulders!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Aman B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2024 **What do you like best about TaxValet?** It is a full service sales tax solution. **What do you dislike about TaxValet?** For our case we feel the fees is high given our very small tansaction volume. **What problems is TaxValet solving and how is that benefiting you?** Monitoring sales tax compliance, filing sales taxes and keeping - essentially keeping us sales tax compliant. ### 22. Simplifying the awfulness of sales tax **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **What do you like best about TaxValet?** The team was professional, transparent, and easy to work with. Our onboarding plan went well. The nexus review that was included was comprehensive. In addition, the team was very reasonable in our discussion on the risks assocaited with nexus in 'new' states. I implemented this to get as far away from Avalara as possible. It was a great decision so far. **What do you dislike about TaxValet?** It was a little unlcear in the midst of onboarding if we'd be able to fully divorce from Avalara, but ultimately, we were. That's really it. We're now getting into the monthly implementation. I hope it goes as smoothly as onboarding did. **What problems is TaxValet solving and how is that benefiting you?** Simplifying the madness of sales tax filing and compliance. ### 23. Professional and Knowledgeable Staff **Rating:** 5.0/5.0 stars **Reviewed by:** Sheryl A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about TaxValet?** Peace of mind, knowing the work is getting done right. **What do you dislike about TaxValet?** I really can't think of anything; the reps have been so easy to work with. **What problems is TaxValet solving and how is that benefiting you?** Tax Valet is reporting and remitting the required US sales taxes for our clients and ensuring that our clients are tax-compliant in all states. ### 24. Great company to work with **Rating:** 5.0/5.0 stars **Reviewed by:** SHELLEY D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2024 **What do you like best about TaxValet?** Very professional company and extremely courteous. Everyone we've dealt with has been great. They take the hassle away from us and they are reliable so that is also very helpful. **What do you dislike about TaxValet?** Paying monthly taxes, but it's not their fault. **What problems is TaxValet solving and how is that benefiting you?** They are helping us to be compliant. ### 25. Excellent Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about TaxValet?** Takes compliance out of our hands by having a dedicated team for both the month to month and ongoing reviews. The onboarding process went very smooth with easy to understand data. The team has great follow up. They basically just run in the background taking all of this off our our plate. **What do you dislike about TaxValet?** We have been with Tax Valet for about a year now and I have no complaints. **What problems is TaxValet solving and how is that benefiting you?** State by state sales tax compliance and filing. ### 26. Good start up and good follow through **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about TaxValet?** Their expertise and persistence with the State agencies is very helpful. **What do you dislike about TaxValet?** TaxValet gets paid by the number of returns filed and that is a judgement call for business owners. I think they are always fair, but I am always watching the flow. I hesitate to say I dislike, but it is a balancing act. **What problems is TaxValet solving and how is that benefiting you?** Old returns. - [View TaxValet pricing details and edition comparison](https://www.g2.com/products/taxvalet/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-25+07%3A11%3A32+-0500&secure%5Bsession_id%5D=d3ff42d1-58eb-42ea-a9a4-c12918b14a0d&secure%5Btoken%5D=5972fc5f728b1fad9982f72ca901384ed0f62830f769b24b9547f449f1ff83c5&format=llm_user) ## TaxValet Integrations - [Shopify](https://www.g2.com/products/shopify/reviews) - [Shopify Plus](https://www.g2.com/products/shopify-plus/reviews) ## TaxValet Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top TaxValet Alternatives - [Pilot](https://www.g2.com/products/pilot/reviews) - 4.7/5.0 (142 reviews) - [Baker Tilly](https://www.g2.com/products/baker-tilly-baker-tilly/reviews) - 4.7/5.0 (119 reviews) - [Swanson Reed | Specialist R&D Advisors](https://www.g2.com/products/swanson-reed-specialist-r-d-advisors/reviews) - 4.9/5.0 (80 reviews)