Flexibility in Plan Options
Allows flexibility in plans, including individual health, COBRA, and Medicare premiums.
Deduct Health Insurance
Save up to 15.3% by deducting health premiums.
Deduct Medical Expenses
Save up to 45% by deducting uninsured medical expenses.
Compliant Section 105 Trust Plan
Helps small business owners save on their benefits for over 40 years.
Customizable Deductions
Deductions limits are set by the employer, not by legislation, allowing for customization to suit individual needs.
Expense Tracking and Reimbursement
Pay premiums and medical expenses through your business account and reimburse through the business account. Use the Online Expense Dashboard to track and substantiate expenses.
Payroll Services
Offers cost-effective compliant payroll services to ensure proper payroll preparation and compliance with state labor laws.
Annual Summary Report
Submit expenses, have claims adjudicated, and provide an Annual Summary Report to your tax preparer at the end of the year.
Customer Support
Provides customer service and updates to keep current with tax, ERISA, and labor law changes.
Concierge Service
Helps clients set up and manage their Section 105 Plan, including documentation and expense tracking.
Business Deductions
Turns non-deductible health insurance premiums into business deductions, which can save income and self-employment taxes.
