"The Original Tax Valet" - Since 2010

Tax Valet LLC
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Tax Valet LLC
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  • Client Portal
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YOU HAVE BETTER THINGS TO DO!

YOU HAVE BETTER THINGS TO DO!YOU HAVE BETTER THINGS TO DO!YOU HAVE BETTER THINGS TO DO!

Let us help. Start with our client portal.

Sign Up Today

YOU HAVE BETTER THINGS TO DO!

YOU HAVE BETTER THINGS TO DO!YOU HAVE BETTER THINGS TO DO!YOU HAVE BETTER THINGS TO DO!

Let us help. Start with our client portal.

Sign Up Today

Refund Transfer (Not A Loan)

 No Upfront Payment? No Problem! Your tax prep fee can be deducted from your refund (ZERO bank fees)*


(Competitors usually charge $42 to $55+)

*Click here for more information

Transparency Matters!

When it comes to tax preparation, some situations are simple, and some situations are complex. With Tax Valet, prices are upfront. You are not obligated to pay if you are not satisfied with the service.

Your satisfaction is important.

The workflow

Step 1: Get Started (No Appointment Required)

Step 2: Complete the Engagement Letter & Tax Organizer

Step 2: Complete the Engagement Letter & Tax Organizer

 Sign up for our secure client portal via the mobile app or desktop browser. 


 🔹 New Clients: If you have specific concerns, you can request a brief phone consultation.
🔹 Returning Clients: You can get started immediately—no call needed! 

Step 2: Complete the Engagement Letter & Tax Organizer

Step 2: Complete the Engagement Letter & Tax Organizer

Step 2: Complete the Engagement Letter & Tax Organizer

  • The engagement letter outlines our terms upfront.
  • The tax organizer gathers key details to ensure accuracy.
  • Securely upload your tax documents directly within the portal.

Step 3: Tax Return Preparation

Step 2: Complete the Engagement Letter & Tax Organizer

Step 4: Review & Approval (No Appointment Required!)

  •  Once we receive your documents, we’ll begin preparing your return.
  • If any additional details are needed, we’ll reach out via the client portal.


⏳ Most returns are completed within 48 hours!

Step 4: Review & Approval (No Appointment Required!)

Step 4: Review & Approval (No Appointment Required!)

Step 4: Review & Approval (No Appointment Required!)

  • Your tax return results will be shared through the TaxDome app.
  • If you have questions, send us a message in the client portal.
  • Need a more in-depth review? You can request a brief phone appointment.


🔹 Most clients approve their return without a call, but we're here if needed!

Step 5: Sign & Finalize

Step 4: Review & Approval (No Appointment Required!)

Step 6: Filing & Completion

Once you're satisfied, e-sign your tax return securely through the portal. 

Step 6: Filing & Completion

Step 4: Review & Approval (No Appointment Required!)

Step 6: Filing & Completion

✅ Your return will be e-filed for fast processing.


📬 If mailing is required, we can send your tax return on your behalf for a small fee. 

Copyright © 2025 Tax Valet LLC - All Rights Reserved.

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