Skip to main content
ProTaxAdvisors

Version: v2 · Last updated: March 27, 2026

Billing & Payment Terms

Operated by GD Management & Services LLC. Questions? Email legal@protaxadvisorsfl.com.

Billing & Payment Terms

Last updated: 2026-03-27
Version: 2.0

These Billing & Payment Terms apply to all paid use of the ProTaxAdvisorsFL / Protaxbolt Services provided by GD Management & Services LLC, including subscriptions, consultations, invoices, and add-on services.

1. Payment Methods and Authorization

  • You authorize us and our payment processors to charge the payment method you provide for fees, taxes, and authorized adjustments.
  • You are responsible for providing accurate billing information and maintaining sufficient funds or credit availability.
  • We may use third-party processors; their terms may apply in addition to these terms.

2. Billing Cycles and Invoices

  • Filing and Smart Filing packages are billed as one-time purchases unless otherwise stated in an order form.
  • Monitoring and Business Compliance plans are billed in advance on a recurring monthly basis unless otherwise stated.
  • Consultation and project fees may be billed at booking or upon delivery.
  • Invoices specify due dates. Late or unpaid amounts may incur suspension, late fees where permitted by law, and recovery of reasonable collection costs.
  • Taxes (including sales, VAT, GST) are your responsibility and will be itemized where applicable.

3. Changes, Upgrades, and Downgrades

  • Plan changes take effect as described in the product or order form. Prorations may apply where offered.
  • Additional services, premium support, or usage-based items may be invoiced separately or in the next billing cycle where disclosed.
  • Payment does not authorize us to access IRS records or act before required legal consents and authorizations are completed.

4. Refunds and Credits

  • Unless required by law or a written agreement, fees are non-refundable once the billing period begins or a consultation is confirmed.
  • One-time filing packages become non-refundable once service delivery, data ingestion, return preparation, transcript processing, or similar production work begins.
  • If a refund is issued, it will be processed to the original payment method when possible. Processing times depend on your bank or card issuer.
  • Chargebacks: If you initiate a chargeback, we may suspend the related account while we investigate. We reserve the right to dispute illegitimate chargebacks.

5. Cancellations and Termination

  • You may cancel a subscription at any time; access continues through the paid period unless otherwise specified.
  • We may suspend or terminate for non-payment, fraud risk, or material breach of our Terms or Acceptable Use Policy.
  • Upon termination, accrued fees remain due, and outstanding invoices must be paid.

6. Errors and Disputes

  • Contact billing@protaxadvisorsfl.com within 30 days of a disputed charge with details (invoice number, date, amount). We will investigate and correct verified errors.
  • If automated billing fails, you remain responsible for providing an alternative payment method and resolving the balance promptly.

7. Feature Access, Metering, and Records

  • Access to premium features is controlled by the purchased package or subscription and may be limited by onboarding, legal consent, authorization, or compliance prerequisites.
  • We may record activation, workflow, and feature-usage events to support entitlements, usage analysis, support, fraud prevention, and billing operations.
  • All fees are billed in the currency stated during checkout or in the applicable order. You are responsible for maintaining copies of invoices and receipts for your records.

8. Contact

For billing questions, adjustments, or receipts, email billing@protaxadvisorsfl.com.