Receive Your FREE Tax Savings Analysis! Fill out the TASC Tax Saving Programs for Small Businesses form on page two and return it to a TASC representative to begin your enrollment in AgriPlan or receive a personalized tax savings analysis. o Begin Enrollment o Free Savings Analysis AgriPlan is a fully IRS compliant Health Reimbursement Arrangement (HRA) that allows you to deduct family medical expenses from your taxes. AgriPlan is a great tax saving tool for farmers. By hiring your spouse and paying them a reasonable wage, your family is allowed to declare medical expenses as business expenses. Total Administrative Services Corporation (TASC) has been administering HRAs for over 40 years and has increased the average annual savings of AgriPlan participants to over $5,500. AgriPlan Saves Farmers An Average Of $5,500 A Year! AgriPlan: Saves you money • Enables you to deduct your family medical expenses including: health insurance premiums and out-of-pocket medical, dental, and vision costs. • Gives you eligible expense deduction guidance and an exclusive TASC Card that enables you to better manage and reduce your over-the-counter medical expenses. • Ensures proper adjudication of deductions, making a finalized summary that is ready for your tax professional. AgriPlan: Provides peace of mind • Industry-exclusive Audit and Money Back Guarantees • Continuously updated legal documents that comply with new and changing government requirements • Ability to Carry Over any available unused medical reimbursements to the next Plan year. 855.591.0562 | https://go.tasconline.com/40Square Total Administrative Services Corporation | 2302 International Lane, Madison, WI 53704-3140
Transcript
Receive Your FREE Tax Savings Analysis!Fill out the TASC Tax Saving Programs for Small Businesses form on page two and return it to a TASC representative to begin your enrollment in AgriPlan or receive a personalized tax savings analysis. o Begin Enrollment o Free Savings Analysis
AgriPlan is a fully IRS compliant Health Reimbursement Arrangement (HRA) that allows you to deduct family medical expenses from your taxes. AgriPlan is a great tax saving tool for farmers. By hiring your spouse and paying them a reasonable wage, your family is allowed to declare medical expenses as business expenses. Total Administrative Services Corporation (TASC) has been administering HRAs for over 40 years and has increased the average annual savings of AgriPlan participants to over $5,500.
AgriPlan Saves Farmers An Average Of $5,500 A Year!
AgriPlan: Saves you money• Enables you to deduct your family
medical expenses including: health insurance premiums and out-of-pocket medical, dental, and vision costs.
• Gives you eligible expense deduction guidance and an exclusive TASC Card that enables you to better manage and reduce your over-the-counter medical expenses.
• Ensures proper adjudication of deductions, making a finalized summary that is ready for your tax professional.
AgriPlan: Provides peace of mind • Industry-exclusive Audit and Money Back
Guarantees
• Continuously updated legal documents that comply with new and changing government requirements
• Ability to Carry Over any available unused medical reimbursements to the next Plan year.
855.591.0562 | https://go.tasconline.com/40Square Total Administrative Services Corporation | 2302 International Lane, Madison, WI 53704-3140
Total Administrative Services, Inc.2302 International Lane, Madison, WI 53704855.591.0562 | fax 608.661.9609https://go.tasconline.com/40Square
TASC will administer the process and include TASC Card debit cards, online account balances, and support from our Customer Care Center.
Applicable Fees
AgriPlan, BizPlan, or QSEHRA$427.50 plus $90 each additional employee.
TASC Tax Saving Programs for Small Businesses
Please return completed form via email or mail using information listed below
Traditional Section 105 Health Reimbursement Arrangement (HRA) Plans are designed for businesses with one eligible employee.
AgriPlan:
QSEHRAs provide a tremendous opportunity for small employers (that have more than one but fewer than 50 eligible employees) who do not offer Group insurance but want to help their employees offset rising healthcare costs.
Small Business HRA: (QSEHRA)
Company Name___________________________________________________
Phone Number________________Best Time To Call_________________
Number of Employees ____________
What is the tax filing status of your business? o Sole Proprietor, filing Schedule C o Sole Proprietor, filing Schedule F o C-Corporation o S-Corporation o Partnership o Other ________________________
Are you currently married? o Yes o No
If you answered Yes, does your spouse assist you in your business? (answering phones, website design, bookkeeping, delivery, etc.)?
Do you currently have any unrelated employees in your business?
If you answered Yes ...
How many work more than 25 hours per week? How many complete more than 7 months of employment annually? How many are over age 25?
