Free Savings Analysis Form

The average AgriPlan or BizPlan Client saves over $6,000 a year on their medical expenses.

AgriPlan and BizPlan are medical reimbursement programs that enable qualified small business owners to deduct federal, state, and FICA taxes for family medical costs.

What could you be saving with an AgriPlan or BizPlan Section 105 Health Reimbursement Arrangement Plan (HRA)? Please fill out the Savings Analysis Form below to find out if you qualify for this tax savings program and to get an estimate of your own personal savings.

Owner First Name(Required)

Owner Last Name(Required)

Company Name

Phone(Required)

Email(Required)

Preferred Contact Method

Referred By (Name & Affiliation)

Street Address(Required)

Address Line 2

City(Required)

State(Required)

Zip Code(Required)

Tax Filing Status(Required)

S corps are calculated on a custom basis due to their unique circumstances.
Please complete the following information and upon submission an experienced
Microbusiness Specialist will be in contact with you.

Are you currently married?(Required)

Yes

Does your spouse assist you in your business? (answering phones, website design, bookkeeping, delivery, etc.)?

Yes

Do you currently have any unrelated employees in your business?(Required)

Yes

Approximately how much do you spend annually on the following medical expenses?

Health Insurance Premiums(Required)

Long-Term Care Premiums

Out-of-Pocket Medical Expenses(Required)

Vision

Dental

Total