It peaks when you need focus most
Filing season lands on top of planning, reviews and your busiest quarter. Employees lose too much time to paperwork and second-guessing themselves.
For HR & people teams
Give employees their personal CPA.
Valim gives each of your employees their personal CPA for DIY prices.
- Licensed US CPAs
- Year-round advisory & year-end filing
- 24-hour response time
- From $20 per employee
Tax stress does not stay at home.
We asked employees at startups and enterprises what weighs on them. Personal taxes came up again and again.
It does not stop in April
A new baby, a first home, a move across state lines, a first RSU vest. Every life event raises a tax question, and most people have nobody to ask.
The usual perks do not answer it
A filing discount code or a financial wellness webinar cannot tell someone what to do about their equity. People want a person who knows their situation.
What your employees get.
A tax expert who is genuinely reachable, right where they already work.
A real CPA, in the tools they already use
Reach out on Slack, Teams or email. Nothing new to download.
Answers within 24 hours, all year
A licensed US CPA keeps their context from one question to the next and answers in 24 hours.
Year-round tax strategy included
RSUs and options, multi-state moves, side income, rental property, a spouse with a business.
Year-end filing included
Federal and state individual returns, prepared, reviewed and signed by a CPA.
Northwind
Channels
# general
# engineering
Direct messages
Dana (you)
Neil M.
NM
DW
Dana Whitfield9:12 AM
My first RSUs vest next month and I have no idea how much tax I should be setting aside. We also moved to Austin in March. Does that change anything?
NM
Neil M.Valim10:40 AM
Both matter. Your vest is taxed as ordinary income on the vest date, and the default 22% withholding is often short of what you actually owe. The Austin move helps you from your move date onward, so you will file part-year in two states this year. Send me your vest schedule and I will give you the exact number to set aside.
🙏 1
Message Neil M.
Illustrative example. A private DM with your own CPA, answered within 24 hours.
We specialize in advising for big life events.
Typical employees do not get access to proactively plan for taxes during big life events.
- RSUs and options
- Multi-state moves
- Side income
- Rental property
- A spouse with a business
- A first home
- A new baby
Setting up: Two simple steps.
We can get up and running in under 24 hours and start adding value for your employees.
- 01
Pick a plan
Company-paid or employee-paid, and tell us your headcount.
- 02
Connect Valim to your Slack/Teams
Instant setup. No HRIS project and no IT ticket. Your team starts asking questions, and we take it from there, through to year-end filing.
Plans: Two ways to offer it.
Fund it as a company benefit, or let your team opt in at a discounted rate.
Company-paid perk
$20-30 per employee per month
Most popular
- Year-round CPA access for every employee
- Year-end federal and state filing included
- Aggregate usage reporting for HR
No cost to the company
$0 to the company
Employee-paid opt-in
- Employees enroll and pay themselves
- Discounted rate through your company partnership
- No budget approval needed to launch
Register your interest.
We will reach out in under 24 hours.
Questions HR teams ask us.
How long does setup take?
Under a day. We connect to your Slack, Teams or email, send an introductory message to your team, and take it from there.
Is this a taxable benefit for employees?
Employer-paid tax preparation is generally treated as a taxable fringe benefit to the employee. The specifics depend on how you structure it, so we walk your payroll and finance team through the treatment before you launch.
What is included?
Year-round advisory plus year-end filing. Employees can ask their CPA anything, any time of year, and their federal and state individual returns are prepared and signed by a licensed US CPA. That covers equity compensation, multi-state situations, side income and rental property. Genuinely complex cases, such as foreign holdings or a spouse’s business return, are quoted upfront before any work starts.
Our team is spread across many states. Is that a problem?
No. Multi-state returns and mid-year relocations are routine for us, and our CPAs are licensed to file in all US states.
How is employee data protected?
Bank-grade encryption in transit and at rest. Every conversation is with a licensed US CPA, bound by the professional confidentiality rules that apply to any CPA engagement.
Is employee data used to train AI models?
No. Employee data is not used to train AI models.
What does it cost?
$20 to $30 per employee per month. The employee-paid option costs the company nothing, and your employees still get a discounted rate through the company partnership.