Key Takeaways
- Mail is forwarded based on your plan - weekly, twice weekly, or on-demand
- Every plan includes mail scanning so you can view mail online
- Packages can be forwarded or held for pickup
- International forwarding is available for expats and travelers abroad
- Letter mail is held free for 30 days; after that it is archived and ships with your next forward
How Mail Forwarding Works
Once you're set up with Your Tax Base, all mail sent to your Florida address is received on your behalf. Depending on your plan, we'll forward mail to wherever you are - whether that's your next work assignment, your RV location, or overseas.
Nothing ships automatically. Letter mail is held free for 30 days from the day it arrives, so you can scan, forward, or shred it in that window. You can also send several items together in one package instead of paying postage per envelope. After 30 days a letter moves to archive and can only be forwarded (see Archived Mail below). Packages are different: storage fees can apply if a package is held past 30 days.
Forwarding Frequency by Plan
| Plan | Forwarding Frequency | Mail Scanning |
|---|---|---|
| Essential | Weekly | Included - view mail online |
| Tax Guardian | Twice weekly | Included - view mail online |
| Premium | On-demand (you choose) | Included - view mail online |
Mail Scanning Service
On every plan, you can view your mail online before it's forwarded:
How It Works
- Mail arrives at your Florida address
- We scan the exterior of each envelope
- Images appear in your online dashboard within 24-48 hours
- You decide: forward, scan contents, shred, or hold
Content Scanning
If you need to see what's inside an envelope immediately:
- Request a content scan through your dashboard
- We open the mail and scan all pages
- PDF is uploaded to your account within 24 hours
- Original can be forwarded, held, or shredded
Archived Mail: What Happens After 30 Days
Every letter waits in your mailbox for 30 days from the day it arrives. In that window you can scan it, forward it, or shred it, and there is no charge for waiting. From day 23 your dashboard shows a countdown on each letter so nothing slips past you.
If a letter is still with us after 30 days, our mail team moves it into archive at our facility. Archived mail is kept safely, but it can no longer be opened and scanned or shredded. Forwarding is the only option left.
You do not need to forward archived mail on its own. It ships automatically with your next forward, whichever piece you send and whether or not you bundle items together. Postage reflects the combined weight of the package. If you would rather not receive an archived piece, forward it anyway and shred it when it arrives; there is no way to shred it from the dashboard once it is archived.
Packages follow their own 30- and 60-day storage schedule and are never archived.
Setting Your Forwarding Address
You can update your forwarding address anytime through your dashboard:
- Domestic addresses: Hotels, apartments, family homes, RV parks
- International addresses: Most countries supported
- Temporary addresses: Update as often as needed for travel assignments
International Mail Forwarding
For clients living abroad or traveling internationally:
Supported Destinations
We forward mail to 200+ countries worldwide via USPS International or private carriers.
International Shipping Options
| Service | Typical Delivery | Tracking |
|---|---|---|
| USPS First Class International | 7-21 days | Limited |
| USPS Priority Mail International | 6-10 days | Full tracking |
| USPS Priority Mail Express International | 3-5 days | Full tracking |
| DHL/FedEx/UPS International | 2-5 days | Full tracking |
Customs Considerations
- We complete customs forms for international shipments
- Recipient may be responsible for local duties/taxes
- Some items cannot be shipped internationally (check prohibited items)
Junk Mail Filtering
Nobody wants to pay to forward junk mail. We help filter it:
- Obvious junk: Bulk mail and "resident" mail is automatically filtered
- With scanning: Review mail images and choose what to shred vs. forward
- Opt-out assistance: We can help you opt out of major mailing lists
Special Mail Handling
Certified and Registered Mail
We accept and sign for certified mail, registered mail, and signature-required deliveries on your behalf.
Jury Duty Summons
If you receive a jury duty summons, we'll notify you immediately. As a Florida resident, you may be called for jury duty in the county of your address.
Legal Documents
Important legal documents (court notices, IRS correspondence) are flagged for priority handling and immediate notification.
Getting Started
- Complete USPS Form 1583 (we guide you through this)
- Set your initial forwarding address in your dashboard
- Start updating accounts to your new Florida address
- Mail begins arriving and forwarding automatically