Terms of Service

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("User," "you," or "your") and Your Tax Base Inc. ("Your Tax Base," "Company," "we," "us," or "our") governing your access to and use of the website yourtaxbase.com and our services.

By accessing or using our website and services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, you must not access or use our services.

2. Service Description

Your Tax Base provides tax domicile establishment services, including but not limited to:

• Florida residential address services
• Virtual mailbox services, including mail scanning, forwarding, and secure storage
• Domicile document preparation, including your Declaration of Domicile, with optional remote online notarization
• Optional lease and utility agreements (available only as a Premium plan add-on)
• Residency compliance tools, including state day tracking and document expiration reminders
• Driver license, voter registration, and vehicle registration guidance
• Consultation services for tax residency planning
• Educational resources and tools (calculators, guides, blog content)

We reserve the right to modify, suspend, or discontinue any aspect of our services at any time without prior notice.

3. Eligibility

To use our services, you must:

• Be at least 18 years of age
• Have the legal capacity to enter into binding contracts
• Provide accurate and complete registration information
• Be a U.S. citizen or legal resident for certain services
• Not be prohibited from using our services under applicable law

By using our services, you represent and warrant that you meet all eligibility requirements.

4. User Account and Registration

To access certain features of our services, you may be required to create an account. You agree to:

• Provide accurate, current, and complete information during registration
• Maintain and promptly update your account information
• Maintain the security and confidentiality of your account credentials
• Notify us immediately of any unauthorized use of your account
• Accept responsibility for all activities that occur under your account

We reserve the right to suspend or terminate accounts that violate these Terms or are inactive for extended periods.

5. Subscription Plans and Payment Terms

5.1 Subscription Plans

We offer various subscription plans with different features and pricing. Plan details, including current pricing, are available on our Pricing page.

5.2 Payment

By subscribing to a paid plan, you agree to:

• Pay all fees associated with your selected plan
• Provide valid payment information
• Authorize us to charge your payment method on a recurring basis
• Pay all applicable taxes and fees

5.3 Billing Cycle

Subscription fees are billed in advance on an annual basis. Billing occurs on the same day each billing period. If your payment method fails, we may retry the charge and will notify you to update your payment information.

5.4 Price Changes

We reserve the right to modify our pricing at any time. We will provide at least 30 days' notice of any price increases. Continued use of our services after a price change constitutes acceptance of the new pricing.

5.5 Refund Policy

Subscription fees are non-refundable. However, postage balance top-ups are refundable within 120 days of deposit. To request a refund for your postage balance, contact us at [email protected]. Refunds are typically processed within 5-7 business days.

5.6 Document Submission Deadline

You must submit all required documents within 60 days of your purchase date. If we do not receive your complete documentation within this period, you may be required to complete your forms again. Depending on how far along you are in the process, a $50 fee may be deducted from your postage balance to cover the cost of resubmitting your paperwork.

6. Cancellation and Termination

6.1 Cancellation by User

You may cancel your subscription at any time through your account settings or by contacting customer support. Cancellation will take effect at the end of your current billing period. You will retain access to paid features until that time. No refunds will be provided for partial billing periods.

6.2 Termination by Company

We reserve the right to suspend or terminate your account and access to our services at our sole discretion, without notice, for conduct that we believe:

• Violates these Terms or applicable law
• Could harm our business, reputation, or other users
• Involves fraudulent or illegal activity
• Interferes with others' use of our services

7. Tax Advice Disclaimer

8. User Responsibilities and Prohibited Conduct

You agree to use our services only for lawful purposes and in accordance with these Terms. You agree NOT to:

• Provide false, misleading, or fraudulent information
• Use our services to evade legitimate tax obligations or engage in tax fraud
• Violate any applicable federal, state, or local laws or regulations
• Infringe on intellectual property rights of the Company or third parties
• Transmit malicious code, viruses, or harmful content
• Attempt to gain unauthorized access to our systems or user accounts
• Interfere with or disrupt the integrity or performance of our services
• Use automated systems (bots, scrapers) without our written permission
• Reproduce, duplicate, copy, or resell any part of our services
• Impersonate any person or entity or misrepresent your affiliation
• Harass, abuse, or harm other users
• Use our services for any illegal or unauthorized purpose

9. Intellectual Property Rights

9.1 Company Content

All content on our website and services, including but not limited to text, graphics, logos, images, software, and design elements, is the property of Your Tax Base or its licensors and is protected by U.S. and international copyright, trademark, and other intellectual property laws.

9.2 Limited License

We grant you a limited, non-exclusive, non-transferable license to access and use our services for your personal use, and, where you have purchased a business add-on, for the internal use of the business identified in that add-on, in accordance with these Terms. This license does not include the right to:

• Modify, reproduce, or distribute our content
• Create derivative works based on our services
• Use our content for commercial purposes
• Remove copyright or proprietary notices

9.3 User Content

By submitting content to our services (e.g., through forms, communications, or uploads), you grant us a worldwide, royalty-free, non-exclusive license to use, reproduce, modify, and display such content solely for the purpose of providing our services.

9.4 Voluntary Testimonials

Separately from Section 9.3, we may invite you to record a voluntary video or written testimonial, sometimes in exchange for an account credit. Testimonials are governed by the consent you give at the time of recording: if you consent, you grant us a license to use your testimonial, including your name, likeness, and voice as they appear in it, in our marketing (for example on our website and social media). You may withdraw that consent at any time by contacting [email protected], and we will stop using your testimonial in new materials and remove it from surfaces we control within a reasonable time. Where a testimonial was provided in exchange for a credit, we disclose that fact when required by law.

10. Privacy and Data Protection

Your privacy is important to us. Our collection, use, and protection of your personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference. By using our services, you consent to our data practices as described in the Privacy Policy.

11. Limitation of Liability

12. Disclaimers and Warranties

13. Indemnification

You agree to indemnify, defend, and hold harmless Your Tax Base and its officers, directors, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising out of or related to:

• Your use or misuse of our services
• Your violation of these Terms
• Your violation of any rights of third parties
• Your violation of applicable laws or regulations
• Any false or misleading information you provide
• Tax audits, penalties, or liabilities resulting from your use of our services

14. Dispute Resolution and Governing Law

14.1 Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, United States, without regard to its conflict of law principles.

14.2 Dispute Resolution

In the event of any dispute, claim, or controversy arising out of or relating to these Terms or our services, you agree to first attempt to resolve the dispute informally by contacting us at [email protected].

14.3 Arbitration Agreement

If informal resolution is unsuccessful, you agree that any dispute shall be resolved through binding arbitration in accordance with the Commercial Arbitration Rules of the American Arbitration Association (AAA). The arbitration shall take place in Florida, and judgment on the arbitration award may be entered in any court having jurisdiction.

Class Action Waiver: You agree to resolve disputes with us on an individual basis only. You waive any right to participate in class action lawsuits or class-wide arbitration.

14.4 Exceptions

Either party may seek injunctive or equitable relief in court to prevent actual or threatened infringement, misappropriation, or violation of intellectual property rights.

15. Third-Party Services

Our services may integrate with or link to third-party services, websites, or applications. We are not responsible for:

• The availability, accuracy, or content of third-party services
• Privacy practices or terms of third-party providers
• Any harm or damages resulting from your use of third-party services

Your use of third-party services is at your own risk and subject to their respective terms and privacy policies.

16. Modifications to Terms

We may update these Terms from time to time. For material changes, we will provide advance notice when reasonably practicable by:

• Posting the updated Terms with a new "Last Updated" date
• Sending email notification to registered users
• Displaying a notice on our website or in your account

Faster changes may take effect only where required by law, postal regulations, security, or a service provider requirement. Changes do not retroactively amend rights that accrued, or disputes that arose, before the change took effect.

Your continued use of our services after the effective date of the modified Terms constitutes your acceptance of the changes. If you do not agree to a material change, you may cancel your service before its effective date; accrued fees and the mail-handling obligations of Section 19.6 still apply.

17. General Provisions

17.1 Entire Agreement

These Terms, together with our Privacy Policy, your plan or order confirmation, and the Mail Service Subscription Agreement you sign during setup, constitute the entire agreement between you and Your Tax Base regarding your use of our services.

If these documents conflict: the Mail Service Subscription Agreement controls day-to-day mail-handling operations and the authorizations you give in it; these Terms control liability, dispute resolution, and everything else; and your plan or order controls plan-specific services and fees.

17.2 Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

17.3 Waiver

Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

17.4 Assignment

You may not assign or transfer these Terms or your account without our written consent. We may assign our rights and obligations under these Terms without restriction.

17.5 Force Majeure

We shall not be liable for any failure to perform our obligations due to circumstances beyond our reasonable control, including natural disasters, war, terrorism, labor disputes, or government actions.

18. Florida Domicile Requirements

18.1 Understanding Domicile

Our services are designed for individuals who intend to establish Florida as their legal domicile (permanent home). Under Florida law, domicile is defined as "the place where a person has fixed an abode with the present intention of making it his or her permanent home."

Domicile is distinct from residence. You may have multiple residences (places where you live), but you can only have one legal domicile at any given time. Your domicile determines which state has the right to tax your worldwide income and where you exercise certain legal rights.

18.2 Your Intent

By using our services and agreeing to these Terms, you affirm that:

• You genuinely intend to establish Florida as your permanent home (legal domicile)
• You understand the difference between residence (where you live) and domicile (your permanent legal home)
• You will take appropriate actions to demonstrate your domicile intent (such as obtaining a Florida driver's license, registering to vote in Florida, filing a Declaration of Domicile)
• You have abandoned or will abandon your previous domicile in another state

18.3 No Minimum Time Requirement

Florida does not require a minimum number of days of physical presence to establish domicile. Intent is the determining factor. However, your actions should be consistent with making Florida your permanent home.

18.4 Record of Acknowledgment

Your agreement to these Terms is recorded with a timestamp, creating documented evidence that you were informed of Florida's domicile requirements and affirmed your intent to establish Florida as your permanent home.

19. Mail Services

19.1 USPS Form 1583 and Regulatory Status

Our mail services are provided through facilities registered with the United States Postal Service as Commercial Mail Receiving Agencies (CMRA). Federal postal regulations require every person or entity who will receive mail at your address to complete USPS Form 1583, notarized, together with copies of two acceptable forms of identification. Your dashboard walks you through this process, including online notarization. If information on a submitted Form 1583 changes or an underlying ID expires, you agree to submit an updated, notarized Form 1583 on request.

Your Form 1583 and assigned mailing address remain confidential, except where disclosure is legally mandated or requested by law enforcement or other authorized government agencies.

19.2 Prohibited Items

We are unable to accept or forward: perishables, refrigerated items, hazardous materials, liquids, alcohol, ammunition, firearms, tobacco products, or any item whose shipment or possession violates federal, state, or local law. Prohibited items will be refused or returned.

19.3 Usage-Based Service Fees

In addition to your subscription, the following usage-based fees apply and are charged to your postage balance or payment method on file:

• Open and scan: $0.50 per page
• Secure shredding: no charge
• Certified mail handling: $0.75 per piece
• Mail forwarding (U.S. and international): postage cost
• Forwarding from your residential address to our processing facility: $1.00 per piece
• Package receiving: $1.00 per package; oversized packages (any side over 30 inches): $5.00
• Package storage: $5.00 after 30 days, then $10.00 per additional 30 days after 60 days

Fees may change per Section 5.4. The current schedule is always available in your dashboard.

19.4 Postage Balance and Auto-Recharge

Forwarding and certain usage fees are funded from a prepaid postage balance on your account. You agree to maintain the minimum balance shown in your dashboard, and if you enable auto-recharge, you authorize us to charge your payment method on file as needed to maintain that minimum. Postage top-ups are refundable within 120 days of deposit per Section 5.5.

19.5 Forwarding Preferences and Undeliverable Mail

You choose which classes of mail we forward (for example, first-class only, or including newsletters and catalogs) during setup, and can change your preferences in your dashboard. Mail received without a proper address may be returned to sender marked "Undeliverable as Addressed" or "Insufficient Address." Packages are forwarded to U.S. addresses only; we do not forward packages outside the United States. We may reject, or ask you to arrange removal of, oversized or unwieldy shipments; items not removed within 30 days of notice incur storage fees per Section 19.3.

19.6 Mail Handling After Cancellation

When your service ends, whether by expiration, cancellation, or termination:

• We continue forwarding your first-class mail for 30 days to the forwarding address you provide (USPS Change of Address forms cannot be used for a CMRA address)
• Forwarding postage is drawn from your postage balance; if the balance goes negative during this period, we will ask you to add funds
• At the end of the 30-day period, any unused postage is refunded
• Unsolicited bulk mail, such as catalogs and advertisements, is discarded
• If no forwarding address is provided, we hold mail for six months and then return it to sender
• Packages remaining six months after termination, or 30 days after written notice to remove them, are deemed abandoned and may be disposed of

19.7 Limited Agency for Mail Logistics

To operate the mail service on your behalf, the Mail Service Subscription Agreement you sign during setup appoints Your Tax Base as your limited agent for mail-account logistics, including signing postal receipts and delivery acknowledgments and completing administrative forms connected to your mail service. This authority is limited to operating your mail service and is described in full in that agreement.

19.8 Mail Service Subscription Agreement

During setup you will sign a Mail Service Subscription Agreement covering the mail service in further operational detail, consistent with these Terms. A specimen copy is available on request at [email protected] before you purchase.

20. Additional Services

20.1 Online Notarization

We offer optional remote online notarization for documents such as USPS Form 1583 and your Declaration of Domicile, provided through a third-party notarization platform. Notarization fees are shown before you pay and are non-refundable once your notarization session has been created, including if you choose not to complete the session.

20.2 Add-On Subscriptions

Optional add-ons, such as adding a spouse or family member, or business mail service for a business you control, are billed as annual subscriptions alongside your plan and renew per Section 5. Each additional person or business entity receiving mail must complete its own notarized USPS Form 1583 per Section 19.1.

20.3 Referral Program

Customers may earn a $25 postage credit for each new customer who signs up through their referral link and remains an active subscriber for 30 days, up to a maximum of 10 referral credits per account. Self-referrals are prohibited. Referral credits apply to your postage balance only, have no cash value, and are non-refundable. We may modify or end the referral program at any time.

20.4 Premium Documentation Add-Ons

Certain documentation services, including lease and utility agreements, are available only as optional add-ons to our Premium plan and are priced separately.

21. Contact Information

If you have questions or concerns about these Terms, please contact us: