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Valim - Your Home For Taxes.

Ex-Big Four CPA led, AI-enabled tax services for modern businesses & individuals.

Their llms.txt

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# Valim - Your Home For Taxes.
> Ex-Big Four CPA led, AI-enabled tax services for modern businesses & individuals.

Valim is a US tax firm. Licensed CPAs prepare, review and sign every return, and our deep, proprietary AI removes the busywork that makes traditional tax slow and expensive.

Valim is a CPA firm that delivers tax work, with deep, proprietary AI behind its CPAs. It is not a software vendor and does not sell tax software to CPA firms.

The full text of every page, dated and sourced: https://valim.tax/llms-full.txt

## Key facts

- Company: Valim Inc
- 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: Federal and state, all 50 states; individual and all business return types
- Team: US-licensed CPAs, including ex-Big Four
- Pricing: Individual returns from $195, business returns from $495, quoted upfront
- Extensions: Federal extensions (Forms 4868 and 7004) filed free for anyone
- AI: Deep, proprietary AI extracts and organises the figures from client documents; a licensed CPA prepares, reviews and signs every return
- Security: GLBA-compliant, bank-grade encryption in transit and at rest, no client data used to train AI

## Services

### Tax filing
Federal and state returns for individuals and businesses in all 50 states, prepared, reviewed and signed by a licensed US CPA.

Individual returns start at $195 and business returns at $495. Pricing is quoted upfront, with no hourly billing. Most returns are filed within days, not weeks. Coverage includes every business return type: C-corp, S-corp, partnership, trust and estate, and non-profit. Filing includes year-round access to your CPA. Valim also prepares amended returns, estate tax returns (Form 706) and state extensions, each quoted before work starts. Bookkeeping and a clean-up of the books are available as an add-on during filing. Federal extensions are free for anyone: Valim files Form 4868 for individuals and Form 7004 for businesses, whether or not Valim prepares the return.

### Year-round tax advisory
Proactive tax planning and advice through the year, on top of the year-round CPA access that comes with filing.

Estimated payments, life and business events, entity questions and planning decisions, answered when they happen rather than discovered at year end.

### Audit and notice support
If the IRS or a state sends a notice on a return Valim prepared, the Valim team replies to it.

Included on returns Valim prepared. No separate engagement to open when a letter arrives.

### Specialized tax advisory
Deep expertise in fintech and crypto, startup equity, cross-border operations, and creator income.

Fintech and cryptocurrency: DeFi, staking, mining, NFT and airdrop income, 1099-DA and multi-exchange cost-basis reconciliation. Startups and equity compensation: C-corp returns, the R&D tax credit and its payroll tax election, Delaware franchise tax r
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