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TaxValet Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the prompt and proactive support from TaxValet, making tax management a seamless experience. (23 mentions)
Users commend TaxValet's expertise, appreciating their proactive support and knowledge in handling complex tax situations seamlessly. (16 mentions)
Users praise the tax automation of TaxValet, enjoying significant time savings and enhanced compliance with sales tax requirements. (15 mentions)
Users value the responsive communication of TaxValet, enhancing their experience and ensuring clarity throughout the process. (14 mentions)
Users commend the exceptional customer support of TaxValet, citing prompt, knowledgeable, and friendly assistance throughout their experience. (12 mentions)
Users highlight the stress-free experience TaxValet provides, expertly managing tax compliance and ensuring peace of mind. (12 mentions)
Users commend TaxValet's expertise in compliance management, ensuring smooth operations and peace of mind during audits and tax issues. (11 mentions)
Users note that TaxValet is expensive, but some feel the comprehensive service justifies the high cost. (6 mentions)
Users find the high fees of TaxValet burdensome, especially with minimal transaction volume and limited state nexus. (3 mentions)
Users express concerns about lack of transparency and communication, leading to feelings of mistrust and dissatisfaction. (3 mentions)
Users find tax issues with federal tax handling problematic and wish for more streamlined compliance solutions. (3 mentions)
Users report billing issues with TaxValet, citing lack of transparency and poor communication regarding discounts and resolutions. (2 mentions)

Top Pros or Advantages of TaxValet

1. Helpful
Users appreciate the prompt and proactive support from TaxValet, making tax management a seamless experience.
See 23 mentions

See Related User Reviews

Janel W.
JW

Janel W.

Mid-Market (51-1000 emp.)

5.0/5

"Best Decision Ever - Year 2"

What do you like about TaxValet?

Update to my 2024 review: We had a major change this year and TaxValet has yet again been instrumental in helping us navigate the ins and outs of sal

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Pleasantly surprised - friendly, professional, knowledgeable"

What do you like about TaxValet?

Gian and Alexis have been fantastic in taking us through onboarding - they have at all times been friendly, professional, knowledgeable, attentive. Fr

2. Expertise
Users commend TaxValet's expertise, appreciating their proactive support and knowledge in handling complex tax situations seamlessly.
See 16 mentions

See Related User Reviews

🎴 Charles B.
🎴B

🎴 Charles B.

Small-Business (50 or fewer emp.)

5.0/5

"The miracle cure-all for the US state sales tax headache"

What do you like about TaxValet?

I love TaxValet. For the biggest headache I’ve come across (international / US state tax) in my business journey, TaxValet has been THE miracle cure-a

Karrie M.
KM

Karrie M.

Small-Business (50 or fewer emp.)

5.0/5

"TaxValet is a Lifesaver!!!!"

What do you like about TaxValet?

When TaxValet says that they handle everything, they really handle EVERYTHING! I was frustrated with the two companies that I had previously tried.

3. Tax Automation
Users praise the tax automation of TaxValet, enjoying significant time savings and enhanced compliance with sales tax requirements.
See 15 mentions

See Related User Reviews

DS

Daniel S.

Small-Business (50 or fewer emp.)

4.5/5

"Very thorough!"

What do you like about TaxValet?

Our company had thought that there were a few things we could improve on when it came to our sales tax process that our current vendor wasn't able to

🎴 Charles B.
🎴B

🎴 Charles B.

Small-Business (50 or fewer emp.)

5.0/5

"The miracle cure-all for the US state sales tax headache"

What do you like about TaxValet?

I love TaxValet. For the biggest headache I’ve come across (international / US state tax) in my business journey, TaxValet has been THE miracle cure-a

4. Communication
Users value the responsive communication of TaxValet, enhancing their experience and ensuring clarity throughout the process.
See 14 mentions

See Related User Reviews

Wafaa A. M.
WM

Wafaa A. M.

Small-Business (50 or fewer emp.)

4.5/5

"Excellent Service"

What do you like about TaxValet?

Onboarding as well as the implementation process were a breeze! We went over the integration and best practice. The whole experience is well structure

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Tax Valet is a God Send"

What do you like about TaxValet?

With Tax Valet I did not have to worry about my sales tax filings. Every month I received e-mails with questions in case I had any filing out of the

5. Customer Support
Users commend the exceptional customer support of TaxValet, citing prompt, knowledgeable, and friendly assistance throughout their experience.
See 12 mentions

See Related User Reviews

🎴 Charles B.
🎴B

🎴 Charles B.

Small-Business (50 or fewer emp.)

5.0/5

"The miracle cure-all for the US state sales tax headache"

What do you like about TaxValet?

I love TaxValet. For the biggest headache I’ve come across (international / US state tax) in my business journey, TaxValet has been THE miracle cure-a

Karrie M.
KM

Karrie M.

Small-Business (50 or fewer emp.)

5.0/5

"TaxValet is a Lifesaver!!!!"

What do you like about TaxValet?

When TaxValet says that they handle everything, they really handle EVERYTHING! I was frustrated with the two companies that I had previously tried.

6. Stress-Free
Users highlight the stress-free experience TaxValet provides, expertly managing tax compliance and ensuring peace of mind.
See 12 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"10+ Years of Outstanding Service"

What do you like about TaxValet?

We’ve been with TaxValet 10+ years, and they’ve been rock solid the entire time. Always accessible, always professional, and crystal clear in their co

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Tax Valet is a God Send"

What do you like about TaxValet?

With Tax Valet I did not have to worry about my sales tax filings. Every month I received e-mails with questions in case I had any filing out of the

7. Compliance Management
Users commend TaxValet's expertise in compliance management, ensuring smooth operations and peace of mind during audits and tax issues.
See 11 mentions

See Related User Reviews

Janel W.
JW

Janel W.

Mid-Market (51-1000 emp.)

5.0/5

"Best Decision Ever - Year 2"

What do you like about TaxValet?

Update to my 2024 review: We had a major change this year and TaxValet has yet again been instrumental in helping us navigate the ins and outs of sal

🎴 Charles B.
🎴B

🎴 Charles B.

Small-Business (50 or fewer emp.)

5.0/5

"The miracle cure-all for the US state sales tax headache"

What do you like about TaxValet?

I love TaxValet. For the biggest headache I’ve come across (international / US state tax) in my business journey, TaxValet has been THE miracle cure-a

Top Cons or Disadvantages of TaxValet

1. Expensive
Users note that TaxValet is expensive, but some feel the comprehensive service justifies the high cost.
See 6 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

0.0/5

"Not worth it..."

What do you dislike about TaxValet?

1) They couldn't offer the services they promised 2) Cost a fortune 3) Taxes were consistently being flagged as delinquent by states 4) Offboarding

Andrew J.
AJ

Andrew J.

Small-Business (50 or fewer emp.)

5.0/5

"If you are having any trouble with sales tax, you need Tax Valet."

What do you dislike about TaxValet?

It is more expensive than other services, but our team finds that it is well worth it.

2. High Fees
Users find the high fees of TaxValet burdensome, especially with minimal transaction volume and limited state nexus.
See 3 mentions

See Related User Reviews

Clayton H.
CH

Clayton H.

Small-Business (50 or fewer emp.)

5.0/5

"They make US sales tax a breeze"

What do you dislike about TaxValet?

It would be nice if there was no "minimum" monthly charge as we only have nexus in a few states.

Aman B.
AB

Aman B.

Small-Business (50 or fewer emp.)

5.0/5

"Taxvalet took the Sales tax burden off our shoulders!!!"

What do you dislike about TaxValet?

For our case we feel the fees is high given our very small tansaction volume.

3. Improvement Needed
Users express concerns about lack of transparency and communication, leading to feelings of mistrust and dissatisfaction.
See 3 mentions

See Related User Reviews

Lauri A.
LA

Lauri A.

Small-Business (50 or fewer emp.)

5.0/5

"Tax Valet handles all sales tax matters so that I can focus on what matters to me"

What do you dislike about TaxValet?

Sometimes it's a little challenging to find the return I'm looking for. It would be great if there was a monthly summary showing the breakdown of sale

CH

Caron H.

Small-Business (50 or fewer emp.)

4.5/5

"Bookkeeper"

What do you dislike about TaxValet?

I can't think of one thing I don't like except for they start the filing process a bit earlier in the month than I would like - but their level of ser

4. Tax Issues
Users find tax issues with federal tax handling problematic and wish for more streamlined compliance solutions.
See 3 mentions

See Related User Reviews

Jordan S.
JS

Jordan S.

Small-Business (50 or fewer emp.)

5.0/5

"Simple Sales Tax Compliance"

What do you dislike about TaxValet?

A billing portal for the TaxValet subscription please!

Aaron L.
AL

Aaron L.

Small-Business (50 or fewer emp.)

5.0/5

"State tax made easy for Ecom store"

What do you dislike about TaxValet?

No negatives. They are on the pricier side I think but well worth the charge for the fully done for you service. I don't think they do Fed tax so y

5. Billing Issues
Users report billing issues with TaxValet, citing lack of transparency and poor communication regarding discounts and resolutions.
See 2 mentions

See Related User Reviews

Jordan S.
JS

Jordan S.

Small-Business (50 or fewer emp.)

5.0/5

"Simple Sales Tax Compliance"

What do you dislike about TaxValet?

A billing portal for the TaxValet subscription please!

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

0.0/5

"Bait-and-Switch Tactics and Poor Communication – Avoid Tax Valet"

What do you dislike about TaxValet?

What I dislike most about TaxValet is their lack of transparency and poor communication. We were led to believe that we were eligible for a $3,500 dis

TaxValet Reviews (68)

Reviews

TaxValet Reviews (68)

4.8
68 reviews
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G2 reviews are authentic and verified.
Verified User in Retail
UR
Small-Business (50 or fewer emp.)
"Tax Valet = Life Saver"
What do you like best about TaxValet?

Tax Valet has honestly been a lifesaver for me. Trying to keep up with sales tax rules, changing nexus laws, and filing deadlines on top of running a growing eCommerce business was overwhelming. I used to spend hours second-guessing myself, worried I was missing something important.

From the start, their onboarding process was thorough and patient. They didn’t just hand me a stack of instructions and disappear—they walked me through every step, answered all my questions, and made sure I felt confident before moving forward. What really stood out was that they never rushed me or passed me off to someone else until I was completely comfortable with how everything worked.

Now, instead of stressing about tax notices or wondering if I filed correctly, I know it’s being handled by people who specialize in this. It’s taken a huge weight off my shoulders and freed me up to focus on actually growing the business. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

There was not nothing that I didn't like about Tax Valet Review collected by and hosted on G2.com.

Janel W.
JW
Project Manager
Mid-Market (51-1000 emp.)
"Best Decision Ever - Year 2"
What do you like best about TaxValet?

Update to my 2024 review: We had a major change this year and TaxValet has yet again been instrumental in helping us navigate the ins and outs of sales taxes. Again they have been very thorough in assisting us, following up and making sure we stay on track. We have put them to work and they have done more than just show up and do their jobs, they have done an AMAZING job!

They are extremely thorough in everything they do. We have had such a positive experience with them in the last year. We were recently with a SaS company that ran numbers, and that is all. Sure they were cheaper, but ALL they did was use their software to run numbers and submit returns to the state. If there was an issue, it was up to us to connect with the states to figure out this very complex world of sales taxes. It is such a breath of fresh air to have a company to work with you on reaching out to the states when there are issues with sales tax issues. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Update to my 2024 review: I can't think of anything that would make me say I dislike anything about them. They have risen to all the challenges that have we have tossed at them, and never have they said "that is out of scope."

I would love to see them get into other aspects of taxes that come with sales tax such as helping with Registered Agents and working with the Secretary of State. I understand the limitations, and they have been helpful as they can be in this sector, but it would be awesome to have these two areas of expertise under the same roof. Review collected by and hosted on G2.com.

Holly S.
HS
Chief Financial Officer
Small-Business (50 or fewer emp.)
"Ease of Onboarding and Great Customer Service"
What do you like best about TaxValet?

I recently switched from Avalara to TaxValet, and the differences have been clear from the start. The onboarding process was seamless, and our account representative, Gian, was both extremely helpful and responsive. The entire team was eager to ensure our transition happened quickly. I appreciate that TaxValet reaches out via email whenever they have updates or questions—something that never happened with Avalara, where we were left to figure things out on our own. Now that my business has a knowledgeable team managing our sales tax, I’m looking forward to being fully transitioned. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

At this time, I can't point to anything I dislike about TaxValet. Review collected by and hosted on G2.com.

Nick N.
NN
Controller
Mid-Market (51-1000 emp.)
"A Lifesaver for Growing Businesses"
What do you like best about TaxValet?

TaxValet has been an invaluable asset to our growing e-commerce business. TaxValet has stepped in to save us countless hours of tax work every month. Their expertise in navigating complex tax regulations has been instrumental in ensuring our compliance while allowing us to focus on other aspects of our business.

What sets TaxValet apart is not only their expertise but also their exceptional customer service. They are a pleasure to work with, always attentive and responsive to our needs. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Despite their effectiveness in managing domestic tax obligations, the absence of support for international sales tax may present a significant limitation for businesses venturing into global markets. Review collected by and hosted on G2.com.

DS
Controller
Small-Business (50 or fewer emp.)
"Very thorough!"
What do you like best about TaxValet?

Our company had thought that there were a few things we could improve on when it came to our sales tax process that our current vendor wasn't able to do. We decided to switch to TaxValet and they made sure that not only did we improve on the items we knew about, they showed us a few more that we didn't know about. They made it easy to change over and integrate into all our systems. They were able to immediately start filing returns on our behalf and chasing down anything that was an issue. I would highly recommend! Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Making a change from one sales tax provider to another can be a difficult choice. Review collected by and hosted on G2.com.

Lauren W.
LW
CEO
Small-Business (50 or fewer emp.)
"⭐️⭐️⭐️⭐️⭐️ 5 Stars — A Total Game Changer"
What do you like best about TaxValet?

Switching from Avalara to TaxValet was one of the best decisions we’ve made for our business. From the very beginning, their team has been an absolute dream to work with — professional, responsive, and incredibly clear in their communication. I was honestly dreading the transition, but it ended up being far easier and smoother than I ever expected.

With Avalara, we were constantly dealing with unexplained charges and vague answers. Since moving to TaxValet, everything has been transparent and straightforward. It’s such a relief to finally feel confident in how our sales tax is being handled.

Highly recommend them to any business looking for a partner that truly cares and delivers. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Everything was great. Nothing bad to say! Review collected by and hosted on G2.com.

D.J. G.
DG
Partner
Small-Business (50 or fewer emp.)
"Gian at Tax Valet is fantastic"
What do you like best about TaxValet?

Ease and clarity of communication and a consistent dedication to figuring out the solution. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

So far I have only had good experiences and that's coming from a very complicated and bad situation. Review collected by and hosted on G2.com.

Susan S.
SS
Vice President
Small-Business (50 or fewer emp.)
"I am very happy with Tax Valet. Their customer service is excellent!"
What do you like best about TaxValet?

Tax Valet's customer service is impeccable! I am most happy with Christian, the sales tax accountant in charge of our account. He responds to all of my emails/questions immediately. His communication skills are very clear and concise. I never question that he and I are not on the same page. We have been with Tax Valet for over 2 years now and all of the people, from onboarding, permit, client tax consultants and specialists, have all been kind, very thorough and detailed. The onboarding process was very smooth, and the monthly return process is timely and accurate. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

I don't have any dislikes about Tax Valet. We have only had good experiences with all of the people there. Review collected by and hosted on G2.com.

Verified User in Consumer Goods
AC
Small-Business (50 or fewer emp.)
"10+ Years of Outstanding Service"
What do you like best about TaxValet?

We’ve been with TaxValet 10+ years, and they’ve been rock solid the entire time. Always accessible, always professional, and crystal clear in their communication. They don’t just handle the filings — they truly go to bat for us whenever we’ve needed support. Having a partner this reliable has made sales tax one less thing to stress about. Highly recommended. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Everything has been excellent. They’ve never let us down. Review collected by and hosted on G2.com.

Karen C.
KC
Office Manager
Small-Business (50 or fewer emp.)
"TaxValet has been a wonderful sales tax partner!!"
What do you like best about TaxValet?

We have been with TaxValet for almost four years. Prior to partnering with TaxValet, we were filing the returns in-house. Keeping up with changing laws and the different tax jurisdictions around the country proved to be very challenging. Then we hired TaxValet and from day one their entire team has been so helpful. The onboarding process was very smooth and quick. Once onboarded, the TaxValet Customer Care Team took over. We can always count on the expertise, professionalism, timeliness and understanding of their team. Plus, the entire team is just super nice! We appreciate all the support we've received from Mitchie, Diana, Stephanie & Gill. Thanks, TaxValet!! :) Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

I don't have any complaints about TaxValet. Review collected by and hosted on G2.com.

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