File with Valim

Your Home For Taxes.

Ex-Big Four CPA led, AI-enabled tax services for modern businesses and individuals.

Our approach: Overdeliver on your tax needs.

The Valim client portal: Neil M., CPA and ex-Big Four, on the Caritone, LLC Form 1120 engagement, with the task tracker, the message thread and the composer.

What our clients say.

We strive to make their tax work effortless, and remain their lifelong tax partner.

Their planning advice has saved me so much more than the filing fee itself. Wish I had found them sooner.
Practice ownerBusiness return
So appreciated their patience and expertise regarding our taxes!
Boutique owner in RaleighBusiness return
I've had three CPAs in five years. Valim I'm sticking with. Clear communication, no surprises on the bill.
Startup founder in AustinBusiness return
Moved from a big accounting firm. Same quality of work, a fraction of the price, and they respond to my emails within a day.
Consultant in SeattleBusiness return
My old CPA charged twice as much and I had to chase them for weeks. Valim filed my business returns in days.
E-commerce owner in DenverBusiness return
Your workpapers are extraordinary. I did not need to review anything else.
CPA firm partner in New YorkCPA partnership
My partner decided to file separately with an extension this year. We gave her return to Valim on April 11th, they filed it in a day for $195. Incredible.
Couple in ChicagoIndividual return
Switched from TurboTax after 6 years. Valim found $4,200 in rental property insurance deductions I had no idea I was missing.
Property owner in DallasIndividual return
RSUs and crypto holdings made my tax situation super complicated. Valim handled all of it with me hardly having to explain anything.
Software engineer in San FranciscoIndividual return
My CPA did not know complex cross-border rules. Thank you for your expertise.
H-1B holder in San FranciscoIndividual return
Valim handled tax filing for all my employees. It was smooth and they really appreciated the reduced stress around tax season.
Clinic owner in PhoenixEmployer benefits
First time I've felt my tax preparer actually understood my situation. They caught depreciation strategies that saved me thousands.
Real estate investor in MiamiIndividual return

How Valim compares.

Purpose built to overdeliver on your tax needs.

How Valim compares with traditional CPA firms
Traditional CPA firmsValim
Ex-Big Four experienceRareYes
Response timeDays to weeksUnder 24 hours
Filing time2 to 8 weeks0.5 to 2 weeks
Year-round CPA accessBilled hourlyIncluded with every return
Strategy & deductionsVaries, priced extraTailored, high-quality strategies for every return
CPA review & sign-offYesYes
Modern, unified portalNoYes
PriceOpaque, hourly billingTransparent price calculator, upfront all-inclusive quotes
Transparency into returnsVaries, typically black boxedFull visibility into every tax decision

Transparent, upfront pricing.

All plans, by default, include year-round access to your CPA and tailored, high-quality optimization strategies.

Individual return filing

We handle all levels of complexity.

Starts from $195

Business return filing

We handle LLC, partnership, S-corp, C-corp, and trust returns.

Starts from $495

Tax advisory

Proactive advisory to act on ahead of next year.

Starts from $995

Get your price instantly, you will need less than one minute.

Lift the stress from taxes.

Start with Valim to access modern, transparent and high-quality tax services.