Invoice Software for Financial Advisors in Florida

Invoice software for financial advisors in Florida: FL sales tax 6.00% (services usually exempt), late fees capped at 1.5%/mo under Fla. Stat. §687.03 (usury), written contracts required over $2,500. Free plan available; Pro $45/mo.

State sales tax
6%
Late fee max
1.5%/mo
Avg invoice
$3,500
Metros
20
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Florida compliance for financial advisors

  • Sales tax: 6.00% state rate. Generally exempts services. Most services exempt; tangible goods taxable. Local discretionary surtax up to 1.5%.
  • Late fees: Up to 1.5% per month under Fla. Stat. §687.03 (usury). Civil usury cap 18%/yr on contracts under $500K; must be in written agreement.
  • Written contract: Required over $2,500.
Avg invoice
$3,500
Net terms
30 days
Deposit
0%
State
FL

Financial Advisors by metro in Florida