# Valim AI - CPA-led tax filing, advisory, and partnerships
> Better, faster, more affordable tax services, delivered by ex-Big 4 CPAs and modern AI.

Valim is a US tax firm. Licensed CPAs prepare, review, and sign every return, and AI removes the busywork that makes traditional tax slow and expensive. Valim serves individuals and businesses directly, and acts as the operational tax partner for firms that want tax delivered to their own clients under their brand.

Valim does not sell tax software to CPA firms. Valim delivers the tax work.

## Services

### Tax filing
Federal and state returns for individuals and businesses in all 50 states. Individual returns start at $195, business returns at $495. Pricing is quoted upfront, with no hourly billing. Most returns are filed within days, not weeks. Every return is prepared, reviewed, and signed by a licensed US CPA.

### Year-round tax advisory
Access to a real CPA outside of filing season. Estimated payments, life and business events, entity questions, and planning decisions, answered with a stated response time rather than a callback in April.

### Audit and notice support
If the IRS or a state sends a notice on a return Valim filed, the Valim team handles the response.

### Specialized tax advisory
Deep expertise in complex, domain-specific situations:
- Fintech and cryptocurrency businesses: DeFi, staking, mining, NFT and airdrop income, 1099-DA and multi-exchange cost-basis reconciliation, broker-dealer and money-transmitter structures
- Startups and equity compensation: RSU, ISO and NSO exercise strategy, 83(b) elections, QSBS, AMT planning, liquidity-event timing
- Cross-border operations: expat returns (Forms 2555, 1116, FBAR), inbound planning, transfer pricing and intercompany structures
- Content creators and online sellers: 1099-K and 1099-NEC reconciliation, multi-platform income, S-Corp election timing

## Partnerships

### Operational tax partner for firms
For firms that own deep client relationships in an adjacent space but do not own tax. Valim takes over the tax workflow for their clients, so tax becomes a revenue line instead of an operational burden.

Two engagement models:
- Whitelabel: Valim operates as the partner firm. Partner brand on every client touchpoint, partner bills the client, Valim bills a wholesale rate.
- Co-branded: Valim appears as the partner's named tax partner, on a revenue share.

Two standard workflows, customized per partner:
- Client Relations + Filing: Valim owns all client-facing tax conversations, year-round advisory, and year-end filing.
- Doc-Filing: Valim owns document intake, preparation, workpapers, review, and filing, while the partner stays in front of the client.

Two pricing models:
- Pay as you go: priced to return complexity, no commitment or minimum.
- Volume blocks: blocks of returns purchased at preset rates, for predictable pricing and reserved peak-season capacity.

Every partnership includes technical integration into the partner's existing systems and operational integration into their standards, review gates, and escalation paths.
URL: https://valim.ai/partnerships

### Bookkeeping firm partnerships
White-label, referral, and quick-start models for solo bookkeepers and small bookkeeping firms who want to offer tax to their clients and earn on every return.
URL: https://valim.ai/bookkeeper-partnership

### Employee tax benefits
A personal CPA for every employee, in Slack, Teams, or email. Year-round advisory plus year-end filing, at $20 to $30 per employee per month.
URL: https://valim.ai/employee-tax-benefits

## Key Facts
- Company: Valim Inc
- Website: https://valim.ai
- What Valim is: a CPA firm that delivers tax work, not a software vendor
- Who Valim serves: individuals, businesses, and partner firms delivering tax to their own clients
- Coverage: individual and all business return types (C-corp, S-corp, partnership, trust and estate, non-profit), federal and state, all 50 states
- Team: US-licensed CPAs, including ex-Big 4
- Pricing: individual returns from $195, business returns from $495, quoted upfront
- Security: GLBA-compliant, bank-grade encryption in transit and at rest, private infrastructure, no client data used to train AI

## Contact
- Book a call with a CPA: https://calendly.com/cpa-valim/30min
- File a return: https://valim.ai/file-your-return
- Partnership inquiries: https://valim.ai/partnerships
- Security documentation (WISP): https://valim.ai/wisp
- Blog: https://valim.ai/blog