Valim is a US tax firm. Licensed US CPAs, including ex-Big 4 accountants, prepare, review and sign every return, supported by automation Valim built itself. Valim delivers the tax work; it does not sell tax software to CPA firms.

How much does Valim charge to file a tax return?

Individual returns start at $195 and business returns start at $495. Pricing is quoted upfront with no hourly billing, so the fee is known before work begins.

Does a real CPA review my return?

Yes. Every return Valim files is prepared, reviewed and signed by a licensed US CPA. Automation removes the data entry and reconciliation work, but a human CPA is accountable for the return.

Which states does Valim file in?

Valim files federal and state returns in all 50 US states, for individuals and for every business return type including C-corp, S-corp, partnership, trust and estate, and non-profit.

How long does it take Valim to file a return?

Most returns are filed within days rather than weeks, once the required documents are provided.

What happens if the IRS sends a notice?

If the IRS or a state sends a notice on a return Valim filed, the Valim team handles the response. It is included rather than billed as a new engagement.

Can Valim handle crypto, startup equity or expat taxes?

Yes. Valim has dedicated expertise in cryptocurrency and DeFi income, RSU, ISO and NSO equity compensation, QSBS and 83(b) elections, and cross-border filings including Forms 2555, 1116 and FBAR.

I filed an extension. Can you still help?

Yes. An extension gives you until September or October 15. Most CPAs will not open your file until August; Valim typically files within days of receiving your documents.

Can Valim review a return someone else already filed?

Yes. Valim reviews your most recent return and shows you the deductions, credits and savings that were missed, with no obligation. If you then want Valim to file, the price is quoted upfront.

Does AI file my tax return?

No. Valim uses automation to extract and organise the figures from your documents, which removes the data entry, not the judgement. A licensed US CPA reviews and signs every return before it is filed.

Is my data used to train AI models?

No. Client data, metadata and derived data are never used to train or fine-tune any AI model. Valim is GLBA-compliant with bank-grade encryption in transit and at rest.

Is my financial data secure with Valim?

Valim is GLBA-compliant and uses bank-grade encryption in transit and at rest on private infrastructure. Client data is never used to train AI models.

Writing

Tax, explained by the people who file it

Practical writing from Valim's CPAs, plus a few tools we built because clients kept asking the same question.

Jul 16, 2026Vishant Mehta, CPA
The Small Business Tax Savings Guide: 10 Legal Ways to Keep More of What You Earn
10 legal, IRS-approved tax strategies for small business owners, explained in plain English with real math. No jargon, no black box. Free guide.
- small business
- tax savings
- S-corp
- deductions
Jun 11, 2026Vishant Mehta, CPA
Client Document Request Generator for Bookkeepers
Generate a complete, industry-specific document request checklist for any client in two clicks. 32 checklists covering monthly close, year-end, tax prep, and onboarding. Free.
- tools
- bookkeeping
- checklists
- tax prep
May 26, 2026Vishant Mehta, CPA
What To Do When Clients Ask You To File Their Taxes
Bookkeepers: when clients ask you to file their taxes, you have 4 options. Learn which one lets you keep the client, earn 10% of tax filing revenue, and take on zero liability.
- bookkeeping
- tax filing
- referral partnerships
- bookkeeper revenue
Apr 25, 2026Vishant Mehta, CPA
How Peter Thiel Turned $1,700 Into $5 Billion Tax-Free
In 1999, Peter Thiel put $1,700 of PayPal founder stock into a Roth IRA. By 2019 it was worth $5 billion. Federal tax owed: zero. Here's the structure he used.
- tax strategy
- Roth IRA
- founder equity
- pre-IPO
Mar 18, 2026Valim AI Team
Should I File an Extension? A Decision Tool for CPAs
Answer 5 questions about your client's situation and get an instant file-or-extend recommendation with a downloadable PDF summary.
- extension
- 1040
- tax deadline
- CPA tools
Mar 14, 2026Valim AI Team
1040 Safe Harbor Checker
Free tool for tax pros: instantly check if your client hit safe harbor for 2025. Enter 3 numbers from the prior-year return for an instant IRS §6654 verdict.
- safe harbor
- tax tools
- 1040
- CPA
Mar 14, 2026Valim AI Team
How AI Tax Prep Automation Works: A Guide for CPA Firms
Learn how AI automation is helping CPA firms prepare 5x more returns with zero manual data entry. A practical guide to automated tax preparation with Drake and UltraTax.
- tax prep
- AI
- CPA
- automation

Tax, explained by the people who file it

The Small Business Tax Savings Guide: 10 Legal Ways to Keep More of What You Earn

Client Document Request Generator for Bookkeepers

What To Do When Clients Ask You To File Their Taxes

How Peter Thiel Turned $1,700 Into $5 Billion Tax-Free

Should I File an Extension? A Decision Tool for CPAs

1040 Safe Harbor Checker

How AI Tax Prep Automation Works: A Guide for CPA Firms