Key Takeaways
- Essential ($55/mo) - Florida address, every envelope scanned, and essential government and financial mail forwarded on request
- Tax Guardian ($90/mo) - Adds a licensed CPA (30 minutes every month), mail for your family and one business, and Declaration of Domicile preparation with the county recording fee reimbursed
- Premium ($250/mo) - Everything in Tax Guardian, plus a residential lease and a utility bill in your name (subject to availability) and a monthly strategy session
- All plans include the core Florida residential address needed for DMV and domicile
- On every plan, forwarding is on request: nothing ships automatically, and requests are processed in 1-2 business days
Finding the Right Plan
All three plans provide what you need to establish Florida residency: a real Florida residential street address, not a PO Box and not a CMRA, for your Florida driver's license application and for establishing domicile. The differences are in mail coverage, CPA access, and additional documentation services.
Plan Comparison
| Feature | Essential | Tax Guardian | Premium |
|---|---|---|---|
| Core Services | |||
| Florida residential address | ✅ | ✅ | ✅ |
| DMV-accepted address | ✅ | ✅ | ✅ |
| Form 1583 assistance | ✅ | ✅ | ✅ |
| 183-day tracker | ✅ | ✅ | ✅ |
| Spouse or family member | ❌ | ✅ No extra charge | ✅ Included |
| Mail Services | |||
| Mail forwarding (on request, processed in 1-2 business days) | Essential government and financial mail | Mail for you, your family and one business | Mail for you, your family and one business |
| Mail for one business | ❌ | ✅ | ✅ |
| Mail scanning (view online) | ✅ | ✅ | ✅ |
| Content scanning | ✅ | ✅ | ✅ |
| Package forwarding | ✅ (at cost) | ✅ (at cost) | ✅ (at cost) |
| Documentation Services | |||
| Declaration of Domicile preparation | Add-on | ✅ Included | ✅ Included |
| Declaration of Domicile recording fee | You pay the county fee | ✅ Reimbursed | ✅ Reimbursed |
| Lease documentation | ❌ | ❌ | ✅ (subject to availability) |
| Utility bills in your name | ❌ | ❌ | ✅ (subject to availability) |
| Tax and Business Services | |||
| CPA access | ❌ | ✅ Licensed CPA on staff, 30 minutes every month | ✅ Same, plus a monthly 30-minute strategy session with a licensed tax professional |
| Florida Registered Agent | ❌ | ✅ | ✅ |
| Virtual office address for one business | ❌ | ✅ | ✅ |
| Support | |||
| Email support | ✅ | ✅ | ✅ |
| Priority support | ❌ | ✅ | ✅ |
| Dedicated account manager | ❌ | ❌ | ✅ |
| Pricing | |||
| Annual billing | $660/year ($55/mo) | $1,080/year ($90/mo) | $3,000/year ($250/mo) |
Essential Plan - $55/month
Best for: Anyone who needs a Florida address for their driver's license and has straightforward residency needs.
This plan is fully sufficient for establishing Florida residency and getting your Florida driver's license. Many customers start here and never need to upgrade.
What's Included
- Real Florida residential address
- Digital mail scanning - view your mail online
- Essential government and financial mail forwarded on request (IRS and state notices, bank statements, credit and debit cards)
- Live 183-day tracker
- Form 1583 setup assistance
- Package receiving and forwarding (shipping at cost)
- Email support
Ideal For
- Budget-conscious clients
- Those who don't receive much mail
- People whose important mail is mostly government and financial
- Clients comfortable preparing their own Declaration of Domicile from our guide
Tax Guardian Plan - $90/month
Best for: Most mobile workers who want a licensed CPA in their corner and mail coverage beyond their own name.
What's Included
Everything in Essential, plus:
- Mail scanned and forwarded on request for you, your family, and one business
- Add a spouse or family member at no extra charge
- Ask a licensed CPA anything, 30 minutes included every month
- Declaration of Domicile preparation, with the county recording fee reimbursed (you file it, by mail if you like)
- Florida Registered Agent and a virtual office address for one business
- Priority support
Ideal For
- Workers on frequent assignments
- Remote workers who want a CPA to ask every month
- People who want their Declaration of Domicile prepared for them and the recording fee covered
- Couples and business owners who need mail coverage for more than one name
Most Popular: Tax Guardian is our most popular plan because it balances comprehensive features with reasonable pricing. The CPA access alone is worth the upgrade for most customers.
Premium Plan - $250/month
Best for: High-income professionals, those leaving states with detailed verification processes, or anyone who wants comprehensive documentation.
What's Included
Everything in Tax Guardian, plus:
- Monthly 30-minute strategy session with a licensed tax professional
- Lease documentation for your Florida address (subject to availability)
- Utility bills in your name (additional proof of residency, subject to availability)
- Dedicated account manager
- White-glove setup assistance
The lease and utility bill carry their own one-time and monthly costs, quoted on your setup call.
Why Lease and Utility Documentation Matters
If you're leaving a high-tax state like California or New York, having additional documentation strengthens your domicile claim:
- Lease agreement: Shows you have a formal residential arrangement in Florida
- Utility bills: Provides ongoing proof of your Florida presence
- Audit defense: More documentation = stronger case if your old state audits you
Ideal For
- High-income individuals with significant tax savings at stake
- Those leaving California, New York, or other states with thorough verification processes
- Anyone who wants maximum domicile documentation
- Clients who prefer hands-off, full-service handling
Billing
All plans are billed annually. Annual billing keeps things simple with one payment per year and locks in your rate for the full year. This is the best value for members who plan to maintain Florida residency long-term.
Upgrading or Downgrading
You can change your plan at any time:
- Upgrades: Take effect immediately; you're charged the prorated difference
- Downgrades: Take effect at your next billing cycle
- How to change: Visit your account dashboard or contact support
Which Plan Is Right for You?
Choose Essential If:
- You're on a tight budget
- The mail you need forwarded is mostly government and financial
- You're comfortable preparing your Declaration of Domicile yourself
Choose Tax Guardian If:
- You want the best balance of features and price
- You want a CPA you can ask questions every month
- You want your Declaration of Domicile prepared for you, with the recording fee reimbursed
- You're a typical mobile professional or remote worker
Choose Premium If:
- You have significant income and tax savings at stake
- You're leaving a state with detailed verification requirements
- You want maximum documentation for domicile protection
- You prefer full-service, white-glove treatment