The Next Level of Tax Efficiency

Tax Protection Plan helps employers prioritize employee well-being by choosing tax-efficient tools that allow health benefits to immediately benefit employees. Our plans cater to the needs of qualifying employees, reflecting the employer’s commitment to a robust and creative healthcare offering.

To Achieve Tax Efficiencies...
• Businesses
• Organizations
• Non-Profits
• Unions
• Associations

...focus on providing excellent health benefits for their employees, creating a true health care environment rather than simply a traditional sick care–treatment mill–environment.  

Immediate results include:

  • Licensed, virtual medical team available 24/7.
  • Reduced pressure on HR department and major medical claim fund.
  • Employers save taxes up to $800 per year, per employee.
  • Employees can receive additional annual earnings.
  • Reduced employee unreimbursed, out-of-pocket costs.
  • Employers enjoy improved retention and recruitment.
"I have had the privilege of collaborating with Todd and the Tax Protection Plan team for over ten years, serving numerous clients. The TPP team has consistently proven to be a reliable and invaluable resource.

As busy professionals, we often lack the time and expertise to thoroughly research and develop strategies to help our clients optimize their tax compliance and efficiency.

Thankfully, by partnering with the TPP team, we have been able to implement tax-saving measures that have resulted in savings of hundreds of thousands of dollars for our clients each year.

Additionally, the TPP team has been a tremendous asset in rare instances of audits, providing valuable support and guidance."
Shannon
CPA/Tax Preparer

Save Money While Enhancing the Health and Financial
Well-being of Your
Most Important Asset:

‍
Your Employees!

  • Improving Health
    Improving health by focusing on proactive care that promotes presentee-ism rather than absentee-ism. Keeping employees healthier and more productive.
  • Personalized Plans
    Referrals, billing advocacy, insurance support and chronic disease management for the whole family.
  • Preventative
    Education and app based support that encourages employees to take control of their personal health outcomes.
  • Financial Impact
    Beyond savings, as utilization increases see reductions in claim utilization by upwards of 20% to 40%.

Program Implementation

  • No disruption to your current plans.
  • Auto enrollment for all qualifying employees.
  • Immediate employer savings.
  • Third party administration–NO additional HR burden.
  • Employee education for savings and optimization.
  • Immediate employee savings.

Summary of Benefits

Full Overview
We will answer: 
How much does the tax protection health benefit plan cost? 
What are the advantages and benefits for you and your employees? 
Gather Data
As simple as running a payroll census report that we can help you create.
That's all that you have to do. We take care of the rest.
Program Rollout
After presenting a comprehensive overview of your benefits, we will go through a trial run so there are no surprises prior to full implementation.

Program Impact

The Tax Protection Plan™ guides you in developing the most tax efficient benefits plan possible. Increasing employee benefits, decreasing taxes, with no out of pocket cost.

Boost
Recruiting
Become an employer of choice by offering a wider array of employee benefits.
Increase
Retention
When Employees have more benefits turnover decreases. It’s a fact.
Add Tax Efficiencies
A properly structured plan brings tax efficiencies to both the employer and employee, saving thousands annually.
Bonus Benefits
Reduce the claims impact on major medical insurance plans and mitigate future premium increases.

Case Studies

Examples of companies that have benefitted from Tax Protection Plan™

Dr. Brett, Medical Practice Owner

As a physician and business owner, I’m often working to find ways to improve our business's bottom line. When we were first introduced to the TPP tax efficient strategies it seemed too good to be true. I couldn't help but wonder why I had never come across these strategies before and why my CPA had never mentioned them. After going through the efficiencies audit and deciding to move forward (which turned out to be a great decision, as the savings more than covered the fee within the first year), I have been thoroughly impressed with how the TPP team educated my current CPA and legal experts. This has resulted in thousands of dollars of tax efficiencies every year, and even a one-time efficiency of over $200,000 last year.

$450,000

Initial First Year Efficiency

Shannon, CPA/Owner

I have had the privilege of collaborating with Todd and the Tax Protection Plan team for over ten years, serving numerous clients. The TPP team has consistently proven to be a reliable and invaluable resource. As busy professionals, we often lack the time and expertise to thoroughly research and develop strategies to help our clients optimize their tax compliance and efficiency. Thankfully, by partnering with the TPP team, we have been able to implement tax-saving measures that have resulted in savings of hundreds of thousands of dollars for our clients each year. Additionally, the TPP team has been a tremendous asset in rare instances of audits, providing valuable support and guidance.

$100,000+

yearly savings, hundreds of clients

Tim, Public School System Administrator

As the leader of a public school system, my primary responsibility is to find ways to make the most of our limited and ever-shrinking annual budget. One of our main goals is to enhance the benefits we offer to our dedicated employees. I am grateful to have found a solution with the help of the TPP team. They assisted us in implementing an additional benefits package that has been extremely well-received by our employees. Not only that, but it has also resulted in significant savings on our payroll taxes. Thanks to this new program, our employees now have access to exceptional benefits and wellness programs. The best part is that this program seamlessly integrates with our current health plan, providing our employees with immediate financial benefits and improving the claims experience of our major medical plan. The funds that have been recaptured have played a significant role in addressing the shortfall in our yearly budget.

$150,000

Annual savings
Talk to an expert. We can help.
Contact us

Talk to an expert. We can help.

Have more questions or interested in a consultation? Reach out for more information.
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A Winning Strategy

Contact
inquire@taxprotectionplan.com(720) 605-1864Todd Thomae
todd@taxprotectionplan.comMike Wilson
ChFC, CLU, MBA mike@taxprotectionplan.com

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