Overview
We understand that billing questions are important, and we want to make sure you have all the information you need about how Your Tax Base handles payments, invoicing, and billing cycles. This comprehensive guide answers the most common billing questions our members ask.
Accepted Payment Methods
Your Tax Base accepts a variety of payment methods to make subscribing convenient for you:
- Credit Cards: We accept Visa, Mastercard, American Express, and Discover
- Debit Cards: Most debit cards with Visa or Mastercard logos are accepted
- Digital Wallets: Apple Pay and Google Pay are supported through our checkout
All payments are processed securely through Stripe, a PCI-DSS Level 1 certified payment processor. Your payment information is encrypted and never stored on our servers.
Understanding Billing Cycles
We offer two billing cycle options to fit your budget and preferences:
Quarterly Billing
With quarterly billing, you're charged every three months. This option provides:
- Lower upfront cost to get started
- Flexibility to evaluate the service before committing long-term
- Payments on the same date every quarter (e.g., January 15, April 15, July 15, October 15)
Annual Billing
With annual billing, you pay once per year and receive significant savings:
- Save approximately 15% compared to quarterly billing
- One payment per year means less hassle
- Lock in your rate for the full year
- Best value for members who plan to maintain Florida residency long-term
Current Pricing
Here's a breakdown of our current subscription plans:
| Plan | Quarterly | Annual | Annual Savings |
|---|---|---|---|
| Essential Domicile | $165 every 3 months | $561/year | Save $99/year |
| Tax Guardian | $255 every 3 months | $867/year | Save $153/year |
| Premium | $735 every 3 months | $2,499/year | Save $441/year |
Prices are subject to change, but your rate is locked in once you subscribe.
When Will I Be Charged?
Understanding when charges occur helps you plan your budget:
- Initial Charge: You're charged immediately when you complete signup
- Recurring Charges: Subsequent charges occur on the same day of the month/quarter as your initial signup
- Failed Payments: If a payment fails, we'll retry automatically over the next 72 hours and notify you via email
- Plan Changes: Upgrades are charged immediately (prorated). Downgrades take effect at your next billing date
Invoices and Receipts
We provide detailed invoices for every payment:
Accessing Your Invoices
- Log in to your dashboard
- Navigate to "Subscription" in the sidebar
- Click "Billing History"
- Download any invoice as a PDF
What's Included on Invoices
Each invoice includes:
- Your Tax Base's company information
- Invoice number and date
- Your billing details
- Description of services
- Amount charged
- Payment method used (last 4 digits)
Receipts for Tax Purposes
Your Tax Base subscription fees may be tax-deductible as a business expense if you use Florida residency for work purposes. Consult with your tax professional about deductibility. We recommend keeping all invoices for your records.
Resolving Payment Issues
If you encounter payment problems, here's how to resolve them:
Payment Declined
Common reasons for declined payments:
- Insufficient funds: Ensure your account has enough balance
- Card expired: Update your payment method in your dashboard
- Bank security block: Contact your bank to authorize the charge
- Incorrect billing address: Verify your billing address matches your card
Updating Payment Method
- Go to Dashboard > Subscription
- Click "Manage Payment Methods"
- Add a new card or remove outdated cards
- Set your preferred card as the default
Grace Period
If a payment doesn't go through, we'll work with you: automatic retry over 72 hours, email notifications, and easy updates through your dashboard. Your service continues uninterrupted—just update your payment method and you're all set.
Understanding Proration
When you change your plan mid-billing cycle, we calculate prorated charges:
- Upgrading: You pay the difference between your current plan and the new plan for the remaining days in your billing cycle
- Downgrading: No immediate charge. Your new, lower rate takes effect at your next billing date
- Switching billing cycles: If you switch from quarterly to annual (or vice versa), the change applies at your next billing date
Price Changes and Grandfathering
We believe in treating our members fairly:
- Existing Members: If we raise prices, existing members are grandfathered at their current rate for as long as their subscription remains active
- Notice Period: We provide at least 30 days notice before any price changes take effect
- Voluntary Changes: If you change plans or cancel and resubscribe, new pricing may apply
Taxes and Fees
Information about taxes on your subscription:
- Sales Tax: Our services are not subject to Florida sales tax as they are considered professional services
- Other Jurisdictions: Depending on your billing address, local taxes may apply in some cases
- No Hidden Fees: The price you see is the price you pay. We don't charge setup fees, processing fees, or hidden charges
Payment Security
We take payment security seriously:
- PCI Compliance: All payments are processed through Stripe, which is PCI-DSS Level 1 certified
- Encryption: All payment data is encrypted in transit using TLS 1.3
- No Storage: We never store your full card number on our servers
- Fraud Detection: Stripe's machine learning systems help prevent fraudulent transactions
Business and Corporate Accounts
If you're paying through a business:
- You can use a business credit card for payment
- Invoices can be addressed to your business name
- For multiple employees, contact us about volume discounts
- We can provide W-9 forms upon request for your business records
Need Help with Billing?
If you have a billing question not answered here:
- Contact our support team - we typically respond within 24 hours
- Check your dashboard for account-specific billing information
- Review your subscription management guide for step-by-step instructions