Terms of Service

Effective date: 10 September 2026. These terms are between you and Valim Inc ("Valim", "we", "us").

1. What we do

Valim is a US tax firm. We prepare, review, sign and file federal and state tax returns, and provide tax advisory. Every return we file is prepared, reviewed and signed by a licensed US CPA, who carries professional responsibility for it.

Valim does not sell software. There is no product for you to license, operate or maintain.

2. Scope of an engagement

Your engagement covers the specific returns and services described in the quote or engagement letter you accept. Anything not described there, including additional entities, additional tax years, additional states, bookkeeping clean-up, representation in an audit, or amended returns, is a separate engagement and is quoted separately.

We prepare returns from the information you provide. We are not engaged to audit, review or verify that information, and our work should not be relied on to detect fraud, error or theft.

3. What we need from you

You are responsible for the completeness and accuracy of the information you give us, including income from every source, foreign accounts and assets, entities you own or control, states in which you have a filing obligation, and the substantiation for any deduction or credit claimed.

You must keep the records that support your return. The law places that obligation on the taxpayer, not the preparer. We will tell you what to retain.

You must review your return before it is filed and tell us about anything that looks wrong. No return is electronically filed until you sign the authorisation permitting it.

4. Fees, quotes and the quote lock

Our fees are flat and quoted upfront. We do not bill hourly. A quote generated on this site or issued by us is itemised, so you can see what each part of the fee is for.

A quote is locked, provided the facts you gave us are complete. We will re-quote once, and only before work begins, if we discover a form, an entity, a state or a year we were not told about, or if books turn out to be unreconciled. We do not change a fee after work has started. If a re-quote is not acceptable to you, you may withdraw and owe nothing.

Quotes expire 30 days after they are issued. Some situations are deliberately not quoted instantly and are priced by a CPA instead; where that happens we will tell you rather than guess.

Fees are payable as set out in your engagement. We may pause work on an overdue account, and we may decline to release work product until fees due for it are paid, to the extent professional standards permit.

5. What we cannot promise

We cannot guarantee a particular refund, tax liability or outcome. Tax positions depend on facts and on law that changes, and the IRS or a state may take a different view of a reasonable position.

A filed return may be selected for examination. Selection is not evidence that the return is wrong, and it is not a failure of our work.

We can only meet a filing deadline if we receive what we need in time. Where we cannot, we will tell you and, where appropriate, help you extend.

6. Notices and examinations

If the IRS or a state sends a notice about a return we prepared and filed, we will handle the response as part of that engagement. Representation in a full examination, appeal or litigation is a separate engagement.

If a penalty or interest arises because we made an error, tell us promptly and we will work with you to correct it. Penalties and interest arising from information you did not give us, from late payment, or from a position you instructed us to take against our advice, remain yours.

7. Professional standards

Our CPAs practise under Treasury Department Circular 230 and applicable state licensing rules. Those standards can require us to decline a position, to disclose one, or to withdraw from an engagement. Where they conflict with an instruction from you, the professional standard governs.

8. Confidentiality and your data

How we collect, use, protect and retain your information is set out in our Privacy Policy, and our security programme is published in our Written Information Security Plan.

Tax return information carries an additional protection under federal law. We use it to prepare, review, sign and file your returns, and for the other purposes the law expressly permits. Anything beyond that requires your consent first, given on a separate signed form that we will present to you at the time and explain. These terms are not that form and do not act as consent. You are never required to give it, and declining does not affect the service you receive or the price you pay.

We do not sell tax return information and we do not disclose it for marketing.

The automated processing we use to extract and organise figures from your documents is part of preparing your return and runs inside our own controlled environment. Client data is never used to train or fine-tune any artificial intelligence model.

9. Communications

We will communicate with you through the client portal, email, and the channels agreed in your engagement. Email is not a secure medium; please send documents and anything containing a Social Security Number through the portal rather than by email.

10. Ending an engagement

You may end an engagement at any time. We may end one where fees are unpaid, where we are not given the information needed to do the work properly, where continuing would breach a professional standard, or where the working relationship has broken down.

On termination you are charged for work performed to that point, and we will return your original documents and provide the copies the law requires.

11. Limitation of liability

To the fullest extent permitted by law, and except in cases of fraud, wilful misconduct, or any liability that cannot lawfully be limited, Valim's total liability arising out of an engagement is limited to the fees you paid for that engagement.

Neither party is liable for indirect, incidental, special or consequential loss. Nothing in these terms limits any liability that the law does not permit us to limit, and nothing here restricts any right you have under professional licensing rules.

12. Website content

Content on valim.tax, including the pricing calculator, blog posts and any tool published here, is general information and not tax advice for your situation. A quote is an offer of price, not an opinion on your tax position. Nothing on this site creates a client relationship; that begins only when we both accept an engagement.

13. Changes to these terms

We may update these terms and will post any change on this page with a new effective date. The terms in force when you accepted your engagement govern that engagement.

14. Governing law

These terms are governed by the laws of the State of Delaware, without regard to conflict of law principles. This choice of venue is under review by counsel and will be confirmed before it is relied on.

15. Contact

Questions about these terms: hello@valim.tax.