Get Started

PROGRAM

Employee Benefit Tax Program

Establishing a Tax-Advantaged Wellness Benefit

Our compliant program is structured for measurable payroll tax savings, allowing employers to expand medical health care benefits for their workforce without disrupting operations or increasing overall costs.

A Tax Strategy for Employers
  • Reduce medical claims against your health insurance policy which will reduce your premiums and improve your bottom line
  • Decreased Workers’ Compensation Premiums potential up to 30%
  • Strategic alignment with ACA
  • Provides 24/7/365 access to primary care, urgent care and mental health services at no cost to the employee
  • Rx + Access to 1,000+ of the most commonly prescribed generic medications and formulations at no cost to the employee
  • Boost recruitment and retention with premium benefits
  • Reduce absenteeism and improve productivity avoids costly ER/Urgent Care claims and minimizes employee time off for simple issues.
  • Improved Preventive Care supports chronic condition management, leading to 5–10% reduction in healthcare costs over time.
  • Turnkey Administration including IRS compliance
A Participatory Preventative Care Management Program for Employees
  • Employees gain access to routine primary healthcare services without co-pays or deductibles.
  • 24/7/365 Tele-Urgent Care: Unlimited virtual urgent care visits per member per year. Virtual access to licensed U.S. doctors with no wait and no cost.
  • 24/7/365 Mental Health Access: Counseling, therapy, and rapid crisis support included.
  • Rx + Pharmacy Care: Access to 1,000+ of the most commonly prescribed generic medications and formulations at no cost to the employee and 70+ urgent care medications available at local pharmacies at no cost.
  • Wellness Coaching & Preventive Care: Chronic care management, screenings, and guidance that improve productivity and satisfaction.
  • Comprehensive physician supervised weight health program with affordable medications, health coaching and at home workouts and nutrition support
Compliant
  • Manage 100% of IRS, ACA, IRS Section 125, 105, and 213(d) compliance complexity
  • No disruption to existing payroll system
  • No disruption to existing group health insurance benefits
  • Easy onboarding and seamless employee experience
  • HIPAA-compliant and SOC 2 Type II certified.
  • Security practices include data encryption, access controls, ongoing monitoring, and independent audits to protect sensitive information.
Renee C. Aschoff
Executive Vice President of Operations
Qualified Tuition Reduction (QTR)

Establishing a Tax-Advantaged Benefit

The Qualified Tuition Reduction (QTR) Program is a powerful employee benefit, allowing educational institutions to offer tax-free tuition to employees and their families under IRC Section 117(d). However, compliance is non-negotiable. Setting up a program that meets the strict Non-Discrimination Rules and correctly handles the nuances of graduate vs. undergraduate benefits requires specialized expertise.

Strategic CFO Insight. Built for Growing Businesses.

Fractional CFO services that deliver clarity, control, and smarter decisions—without a full-time hire.

Turn Financial Data Into Confident Decisions.
Experienced CFO leadership designed to help your business grow, scale, and succeed.

Hello,

Please fill in your information

Thank you for sharing your information. After we receive your inquiry, we will be in touch.