Business Tax Savings Plan · D'Metrid James Financial Services

The IRS Built a Tax Break Into Every Business Payroll in America. Most Business Owners Have Never Been Told It Exists.

A federally-compliant Section 125 benefit program that reduces your FICA payroll tax liability by $500 or more per employee, per year, while giving your team premium wellness benefits and a life insurance policy funded entirely from their own tax savings. No cost increase to you. No reduction in their take-home pay.

The Problem

Every Payroll Run, You Pay a Tax You Could Legally Reduce

Every time you run payroll, you pay FICA taxes: 7.65% on every dollar of gross wages. Your employees pay the same 7.65% on their side. That tax is automatic. It is built into the system. And most business owners pay it in full, year after year, without realizing there is a legal mechanism built into the federal tax code to reduce it.

That mechanism is a Section 125 Cafeteria Plan. When employees elect to receive certain benefits through a pre-tax payroll deduction, it reduces their taxable wages. Lower taxable wages mean lower FICA taxes for the employee, and lower FICA contributions for you as the employer. The IRS has allowed this since 1978. The question is whether your business is using it.

The Solution

How the Business Tax Savings Plan Works

The program layers a Tax Advantaged Employee Well-being package on top of your existing benefits, using pre-tax deductions to trigger FICA savings for both you and your employees simultaneously. Nothing your employees currently have gets replaced or removed.

1

Employees Elect Pre-Tax Benefits

Employees enroll in the wellness benefit package through a pre-tax payroll deduction of $150 to $200 per month. Because the deduction is pre-tax, their taxable wages drop by the same amount.

2

Your FICA Liability Drops

Because FICA is calculated on taxable wages, every dollar of pre-tax deduction reduces the wages you pay FICA on. For most businesses, this saves $400 to $600 per participating employee, per year, directly to your bottom line.

3

Employees Fund Life Insurance With Their Tax Savings

The same pre-tax deduction generates $1,800 to $2,400 per year in tax savings for each employee. Those savings are redirected into an Indexed Universal Life policy, giving them growing, tax-advantaged life insurance with no reduction in their take-home pay.

The Numbers

The Same Paycheck. More Benefits. Lower Taxes.

This is a real paycheck comparison. Same gross pay. Same employee. Before and after enrolling in the program.

BEFORE PROGRAM
Gross Pay$4,166.67
Pre-Tax Deductions($239.22)
Taxable Pay$3,927.45
Taxes($981.86)
Life InsuranceNone
Wellness BenefitsNone
Take-Home Pay $2,945.59
AFTER PROGRAM
Gross Pay$4,166.67
Pre-Tax Deductions($239.22)
Program Premium (Pre-Tax)($1,173.00)
Taxable Pay$2,754.45
Taxes($688.61)
Tax Savings$293.25
Program Fee($89.00)
Net Savings Allotment$204.25
Life Insurance Premium($200.00)
Program Reimbursement$1,173.00
Take-Home Pay $2,949.84

The Result: Same Take-Home Pay. A Life Insurance Policy. And Premium Wellness Benefits Added on Top.

The employee's take-home pay is actually $4.25 higher after the program than before it. They walk away with a funded IUL policy and a full suite of wellness benefits, paid for entirely by the tax savings the pre-tax deduction generates.

What Employees Receive

A Full Benefits Package. Funded by Their Own Tax Savings.

This is not a discount card or a stripped-down plan. These are substantive, real-dollar benefits that employees and their families can use immediately.

Telemedicine

$0 copay doctor visits 24 hours a day, 7 days a week, 365 days a year. No waiting rooms. No co-pays. Covers the employee and their household.

Employee Assistance Program

6 counseling sessions per family member per year. One free legal consultation per legal matter. Chronic care management for ongoing health conditions. Available to the entire family.

Relationship Program

An 8-hour private online course designed to strengthen romantic relationships. Includes 4 virtual visits with a program coach. Confidential, in-home, available 24/7. Immediately reduces relationship stress.

Addiction Recovery

A full-year interactive recovery program with 500+ searchable videos, a personal goal-setting system, progress tracker, personalized action plan, group meeting finder, and connections to higher levels of care. Covers all aspects of substance abuse recovery.

Mayo Clinic Programs

Direct access to Mayo Clinic-branded digital programs: mental health (The Resilient Option), holistic health (12 Habits of Highly Healthy People), productivity (Wheel of Life), and diet and nutrition (the Mayo Clinic Diet, ranked #1 by U.S. News & World Report). App and web-based with videos, lectures, and mindfulness tools.

Personal Wellness Portal

Each employee gets a customized digital portal that uses AI to drive engagement and goal achievement. Includes the Anura vitals scanning app for real-time health metrics and AVA, a personal virtual wellness assistant available around the clock.

What You Gain as the Employer

More Benefits. Less Payroll Tax. No New Budget Required.

The program improves your bottom line and your benefits package at the same time. Those two outcomes rarely go together. This one does, because the math of pre-tax deductions makes both possible simultaneously.

$500+
Per Employee, Per Year

In FICA tax savings that go directly to your bottom line, for every employee who enrolls. A team of 20 saves $10,000 or more annually.

$0
Net Cost to You

The program pays for itself through FICA savings. You add premium employee benefits to your company without adding a line item to your budget.

100%
Federally Compliant

Section 125 Cafeteria Plans have been a fixture of the federal tax code since 1978. This is not a loophole. It is a structured benefit program with full IRS authorization.

Better
Retention & Morale

Employees who have access to comprehensive wellness benefits show lower absenteeism, higher engagement, and longer tenure. This program adds measurable value to your employment offer.

Who This Is For

This Program Is a Strong Fit If You Can Answer Yes to These Questions

Do you have at least 5 W-2 employees on payroll?

Would you like to legally reduce your FICA tax obligations?

Are you interested in upgrading employee benefits without increasing your payroll budget?

Would your employees benefit from telemedicine, wellness programs, and life insurance?

If you answered yes to two or more of those questions, there is a strong likelihood that a Business Tax Savings assessment will reveal real, measurable savings specific to your payroll. The first step is a free analysis that shows you the exact dollar amount your business would save with your current headcount.

What Happens Next

Four Steps From Here to Your First FICA Savings

1

Free Business Assessment

You answer five questions about your business and current payroll structure. Takes less than five minutes.

2

Your Savings Report

We run a custom savings analysis based on your employee count and current payroll. You see the projected FICA savings and employee benefit value in writing before committing to anything.

3

Implementation

We handle the Section 125 plan documents, payroll code setup, employee enrollment forms, and coordination with your payroll specialist. You review and approve. We do the work.

4

Go Live & Save

Your next payroll run reflects the new structure. FICA savings begin immediately. Employee benefits activate. Your team is better covered, and your bottom line improves from day one.

Questions & Answers

Answers to the Questions Business Owners Ask First

Yes, it is fully legal. Section 125 of the Internal Revenue Code authorizes cafeteria plans that allow employees to pay for qualified benefits using pre-tax dollars. That provision has been part of the federal tax code since 1978. When an employee's taxable wages drop because of a pre-tax benefit election, the employer's FICA obligation on those wages drops as well. That is not a workaround. That is how the tax code is written to work. The program we implement is structured to comply with all IRS documentation and reporting requirements, including the Section 125 plan documents, SIMRP, and PCMP filings.
No. This program layers on top of whatever your employees currently have. Existing health insurance, retirement contributions, and other benefits remain exactly as they are. The Business Tax Savings program is additive, not a replacement. Employees gain telemedicine, wellness programs, counseling access, Mayo Clinic programs, and a life insurance policy on top of their current benefits package.
No. Based on the paycheck structure, employee take-home pay stays the same or is slightly higher after enrolling. The pre-tax deduction reduces their taxable income, which reduces their tax liability. The tax savings generated by that reduction are what fund the life insurance premium and program fee. The net effect on their paycheck is essentially neutral, and in most cases fractionally positive.
The exact figure depends on your employee count, average wages, and current payroll structure. The average employer saves $400 to $600 per participating employee per year in FICA taxes. A business with 10 enrolled employees typically saves $4,000 to $6,000 annually. A business with 25 employees can expect $10,000 to $15,000 per year. The free savings report we provide gives you a precise number based on your actual payroll data.
Most businesses are fully live within 4 to 8 weeks from the decision to move forward. The implementation timeline includes: a proposal and payroll census review, a client setup form and master service agreement, plan document preparation (Section 125, SIMRP, PCMP), a kickoff call with your team, payroll code setup with your payroll specialist, employee enrollment, and then go-live. We manage each step and coordinate directly with your payroll provider.
Get Your Free Analysis

Find Out How Much Your Business Could Save

Answer five questions. We build your personalized savings report and walk you through it on a call at no cost and with no obligation.

I consent to receiving communications about my Business Tax Savings analysis from D'Metrid James Financial Services. Message & data rates may apply. Reply STOP to opt out. *
I'd like to receive helpful financial and business planning updates from D'Metrid James Financial Services (optional)