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FICA MAXX Savings Analysis Request
Tell us about your company so we can calculate your payroll-tax savings potential and compliance options.
Contact Person
*
First Name
Last Name
E-Mail
*
Email
Phone Number
Format: (000) 000-0000.
Company Name
*
Company Name
Number of Employees
*
(critical for FICA savings analysis)
Payroll Provider / HR System Used
*
(ADP, Paychex, Paylocity, QuickBooks, etc.)
Main Business Type
*
Business Description
City
*
Location
State
*
Location
Hidden Savings Options (aka 'Programs No One Tells You About):
Premium Only Plan (POP)
Section 125 Cafeteria Plan
FSA Integration (if applicable) → listed, but not emphasized
ICHRA (Individual Coverage HRA)
Other
Executive/Legacy Programs (Trusts, GIUL, Tax Deferment)
More Details
Best Time to Call
*
Morning
Midday
Afternoon
Decision Maker Title
*
(Owner, CFO, HR Director, etc.)
Decision Maker Name
*
(Owner, CFO, HR Director, etc.)
Business Phone
optional
Number of Locations
*
(approx.)
Employee Health Coverage Offered?
*
Yes
No
Planning to Add
Total Annual Payroll Size
*
(approx.)
Upload Recent Payroll Report
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