Modern tax planning and implementation for advisors
Leverage Valur’s tax-strategy software and services to focus on what matters most: building your clients’ wealth
Tailored strategies for every situation
No matter your financial scenario, Valur has a strategy to help you save
Differentiate your practice with holistic planning and implementation
Set your practice apart with Valur. Win new clients and create more wealth for your existing clients with simple, actionable, and lucrative tax planning
Simple, actionable guidance
Use our sophisticated, advisor-oriented planning tools to find the best strategy for your clients
Capture larger client wallet share
Handle as much of the strategy selection, onboarding as you want, and the financial management
Demonstrated client satisfaction
Our platform puts your team on the same page. Collaborate, share deliverables, and track clients, all on your branded page
Win new clients for you practice
Differentiate your practice with advanced tax planning services that attract new clients seeking expert, tech-enabled financial advice.
End-to-end tax strategy, tailored to you and your clients
You focus on building your practice and supporting your clients' needs. We handle the tax planning and implementation, from strategy identification to quantitative modeling, legal setup, and ongoing management.
Identify client opportunities
Use our guided planner to discover the best tax-advantaged vehicles
for your unique situation.
Run the numbers
With our state-of-the-art tax planning calculators, give your clients a precise assessment: How much will each strategy save them, now and over the long run?
Strategize with us
Work with our team and cutting-edge tools to craft a tailored tax plan that maximizes your client's savings and meets their financial goals.
Execute the plan easily and accurately
We handle the document drafting, account opening, and asset transfer so you can get back to serving your clients.
Optimize the approach going forward
Our proprietary trust & account administration tools help us help you and your clients take advantage of every opportunity to maximize your strategy's returns
Valur is awesome. They’ve been great and I find them more knowledgeable than multiple full service law service firms I engaged with during exploration process
"I continue to use Valur as my prime example of the power of using software to reduce complexity, and the consumer benefits that follow."
Thanks for the help with my client’s trust and the quick turnaround. Very impressive. The documents are thorough, and the portal outlines the next steps nicely
Comprehensive tax planning and implementation
Easily explore and compare tax strategies, with expert guidance from our team and certified partners. From income to estate planning, Valur offers tailored solutions.
Identify and evaluate the right plan for your clients
Optimize your earnings with strategies that lower your ordinary income tax and increase your take-home pay. Valur's strategies can help you write off significant income from salary, vested RSUs, or a business you own
End-to-end tax strategy management
With our software and our team behind you, it's easy to generate legal documents, open custodial accounts, transfer assets, and administer your clients' strategies, all on our platform.
We know how to help you add value
The main barriers to entry to tax planning for most people — clients and advisors alike — are understanding, time, and cost, in that order. Valur is built to help you help your clients grasp the nuances, quickly and inexpensively.
Reduce your tax bill — fast
Our team of experts will help you evaluate the most promising strategies in minutes.
