Your clients ask about tax. You cannot serve it.
You hold deep relationships in an adjacent space, along with the trust, the context and the data. Tax is the natural next requirement, and today it goes elsewhere.
For accounting, advisory & fintech firms
Your operational tax partner.
We take over tax for your clients with whitelabelled or co-branded partnerships.
- CPA-led delivery teams
- Custom workflow integrations
- End-to-end support
Tax is a natural fit to your existing workflows, but there are problems.
In-house tax is operationally heavy
Licensed preparers, review layers, software, project management, seasonal staffing and notice handling. A high fixed cost base set against variable revenue.
The burden reaches the client
Slow turnaround, missed follow-ups and no year-round point of contact. Operational strain in tax is visible to the client, and it reflects on your brand.
The solution: An operational tax partner.
Capture your clients' tax workflows, deepen client relationships, and add revenue.
Deeper relationships, greater retention
Handling clients' taxes opens revenue streams you cannot serve today and strengthens the client relationship.
Tech-enabled quality & speed
We leverage tech to provide big-4 grade services at exponentially faster speeds and lower costs.
Unified client experience
Clients get a seamless, unified experience with fast turnarounds and year-round access to a CPA.
Tax becomes a revenue center
Tax shifts to a large revenue center with no hiring, seasonal staffing, or operational burden.
Partnership models: Whitelabel vs. Co-branded.
Whitelabel: Valim operates as your firm
Delivery runs under your brand, end to end.
- Delivery is invisible under your brand
- You set client pricing and retain the spread
- A single brand across your entire book
Co-branded: Valim as your named tax partner
Tax services for your clients are delivered with Valim co-branding.
- Immediate launch for tax services
- Close to zero operational overheads
- Revenue center creation with no costs
Two standard workflows.
Select how much of the tax function you transfer. Both operate under either partnership model.
WORKFLOW A
Client Relations, Advisory and Filing
Full ownership of the tax function: all client-facing communications, year-round advisory and year-end filing.
Valim owns
- Client onboarding and engagement
- Document collection and follow-up
- Year-round client tax queries
- Estimated payments and planning
- Preparation, review, e-sign and filing
- Notices and audit response
Delivery time guarantee
Returns delivered after 14 days are not billed.
WORKFLOW B
Advisory and Filing
Back-office delivery, with your team maintaining client-facing touchpoints.
Valim owns
- Preparation, review, e-sign and filing
- Year-round tax queries
- Estimated payments and planning
- Notices and audit response
Delivery time guarantee
Returns delivered after 14 days are not billed.
Every partnership is customized
We build deep technical and operational integrations into your firm's existing processes, ensuring smooth delivery and a strong end-client experience.
Pricing models: Pay as you go vs. Volume blocks.
Pay as you go
Variable per-client rates, marked to return complexity
Begin without commitment and scale as the cohort grows.
- No minimum volume
- Begin with a limited cohort and scale
- Cost scales your book
- Money-back guarantees for speed and quality
Volume blocks
Preset rates for volume blocks
Capacity reserved against your forecast before peak season begins.
- Fixed rates you can budget against
- Capacity reserved ahead of season
- Improved economics at scale
- Money-back guarantees for speed and quality
We support all return types.
Individual returns and the full range of business returns, federal and state, across all 50 states.
- Individual (1040)
- C-corp (1120)
- S-corp (1120-S)
- Partnership (1065)
- Trust and estate (1041)
- Non-profit (990)
Exceptional service delivered to existing partners.
CPA partner
Y Combinator backedReliable, high-quality tax services delivered at 2x speed
Valim manages end-to-end client management and filing for Rally Tax, providing exceptional quality while doubling throughput.
Tax partner
Peak season capacity for tax work
Valim serves as peak season partner to Cove Professional Services, delivering client tax returns to an exacting standard at maximum volume.
Become a Valim partner.
Tell us about your firm. We will reach out within 24 hours.
Questions firms ask.
Will you solicit our clients?
No. Every partnership agreement includes an explicit non-solicitation clause. We work only on the returns you send us and do not market to your book.
Who signs the return?
A licensed US CPA on the Valim team prepares, reviews and signs. Where you prefer to retain sign-off, we return the completed return to your team for review and signature. Signer disclosure is handled in your engagement terms, and we agree the exact wording with you before launch.
Under whitelabel, what do our clients see?
Your brand, your domain, your engagement letters and your communication conventions. Clients experience it as your tax team.
What returns and states do you cover?
Individual returns and the full range of business returns: C-corps, S-corps, partnerships, trusts and estates, and non-profits. Federal and state, in all 50 states.
Is there a minimum volume?
Pay as you go carries no minimum, so you can begin with a limited cohort and scale. Volume blocks are sized to your book and reserve capacity ahead of peak season.
Can you absorb our peak season volume?
Yes. Volume blocks exist for this purpose, with capacity planned against your forecast before season begins. We also accept last-minute peak season volume, subject to available capacity.
What happens if there is an error or an IRS notice?
We stand behind every return we file. If the IRS or a state issues a notice, our team handles the response end to end and keeps you informed throughout.
How is client data handled?
Bank-grade encryption in transit and at rest, private infrastructure, and no client data used to train AI. Our Written Information Security Plan is published here.
What if we want to bring tax back in-house later?
Transition terms are agreed upfront. Your files, workpapers and client records remain yours, in a format your team can take over.