Invoice Software for Financial Advisors in California

Invoice software for financial advisors in California: CA sales tax 7.25% (services usually exempt), late fees capped at 1.5%/mo under Cal. Civ. Code §3287; §1671 (penalty rule), written contracts required over $500. Free plan available; Pro $45/mo.

State sales tax
7.25%
Late fee max
1.5%/mo
Avg invoice
$3,500
Metros
25
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California compliance for financial advisors

  • Sales tax: 7.25% state rate. Generally exempts services. Services generally exempt; tangible goods taxable. Local rates push combined to 10.75%.
  • Late fees: Up to 1.5% per month under Cal. Civ. Code §3287; §1671 (penalty rule). Late fees must be reasonable and in written agreement; statutory interest 10%/yr otherwise.
  • Written contract: Required over $500.
Avg invoice
$3,500
Net terms
30 days
Deposit
0%
State
CA

Financial Advisors by metro in California