Valim

For bookkeeping firms

Your clients ask about taxes. Now you have an answer.

Partner with a CPA firm that handles filing and advisory for your clients. Year-round access, upfront pricing, and you earn on every return.

Book a call with our CPAStart a partnership

Do these sound familiar?

Every bookkeeper hits these moments. They do not have to be awkward any more.

"Can you do my taxes too?"

You close their books all year and know the numbers better than anyone. Then the one question you cannot say yes to arrives.

The client you hand away

You refer them out and the relationship, and the revenue, goes with them. Sometimes the bookkeeping follows.

The March scramble

A CPA you barely know asks for records at the worst possible moment, and the quality of the filing reflects on you regardless.

How it works

Three steps. Thirty seconds of your time. Your client is covered for the whole year.

  1. 01

    Introduce the client

    One intro is enough. No forms for you to fill in and no onboarding project.

  2. 02

    Valim takes it from there

    Document intake, preparation, workpapers, review and filing, all done by licensed US CPAs.

  3. 03

    You get paid

    Margin on white-label, commission on referral, or a monthly advisory fee. Every model pays on every return.

Three ways to partner

Pick what fits your practice. You can switch at any time.

White-label

You set the price and keep the margin. Filing and advisory included, and you own the relationship completely.

  • Individual return: you pay Valim from $150
  • Business return: you pay Valim from $450
  • You charge your client your own price
  • Full year-round CPA access for your client

Referral

Make one introduction and collect commission with no additional work. Valim handles pricing, billing and support.

  • Year 1 commission: 20%
  • Years 2 and 3: 10%
  • Years 4 to 10: 5%
  • Paid within 30 days of filing, no minimum volume

Quick Start

Upsell tax advisory today without touching filing. Live in minutes with nothing to set up.

  • You pay Valim $50 per client per month
  • Unlimited tax advisory for your clients
  • You set the price and keep the margin
  • Cancel anytime, no minimums

What your clients get

You are putting your reputation on the line, so here is exactly what is delivered.

Who does the work
Licensed US CPAs, including ex-Big 4, prepare, review and sign every return
Coverage
Federal and state, all 50 states, individual and every business return type
Year-round access
A real CPA outside filing season, not just at year end
Pricing
Quoted upfront with no hourly billing
Turnaround
Most returns filed within days of receiving documents
Notices
If the IRS or a state writes about a return Valim filed, Valim handles the response

What clients say

The people your referrals become.

Switched from TurboTax after 6 years. Valim found $4,200 in rental property insurance deductions I had no idea I was missing.
Marcus T.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.
Priya K.Software engineer in San FranciscoIndividual return
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.
James & Emily R.Couple in ChicagoIndividual return
My old CPA charged twice as much and I had to chase them for weeks. Valim filed my business returns in days.
David R.E-commerce owner in DenverBusiness return
So appreciated their patience and expertise regarding our taxes!
Linda M.Boutique owner in RaleighBusiness return
Your workpapers are extraordinary. I did not need to review anything else.
Michael C.CPA firm partner in New YorkCPA partnership

Start a partnership

Tell us about your practice and we will reach out within one business day.

Questions

Do I need to do any of the tax work?

No. Valim handles document intake, preparation, workpapers, review and filing. On the referral model a single introduction is the entire effort required from you.

Will I lose the client to Valim?

No. Under white-label you own the relationship completely and set your own price. Valim does the tax work behind your brand.

How much can I earn on a referral?

20% commission in year one, 10% in years two and three, and 5% from years four to ten. Commissions are paid within 30 days of filing, with no minimum volume.

What does a white-label return cost me?

Individual returns start at $150 and business returns at $450 as your wholesale rate. You set what your client pays and keep the difference.

Can I offer advisory without moving filing across?

Yes. Quick Start is $50 per client per month for unlimited tax advisory, with nothing to set up and no minimums.