Put real money back in every paycheck.
A rarely known, IRS-qualified wellness benefit that lowers what employers pay in payroll taxes and raises what employees take home. Nothing about your payroll setup changes, and we handle every detail.
Everybody wins, and nobody gets more work.
The business pays less
Lower payroll taxes on every pay run, from a program the IRS already approved.
Employees take home more
A bigger paycheck plus wellness coaching and coverage they can actually use.
Your team does nothing new
No extractions, no implementations, no operational lift. We set it up and run it.
Three steps. One short call to start.
We talk
A 30-minute call to see how many people you run payroll for and whether the program fits.
We set it up
We build the plan around your current payroll and your current medical plan. You keep both.
Every payday wins
Taxes go down, take-home pay goes up, and we handle the ongoing details.
The details matter. We don't panic, we pivot.
Charlie Burk served on Navy submarines and spent more than twenty years in the nuclear industry, where one missed detail is never small. He built and sold an oil company, reworked financial strategies for high-net-worth families in the Permian Basin, and has helped clients save millions in taxes.
Now he brings that same precision to one thing: getting employers a tax program most of them have never heard of.
Meet CharlieBe the hero your clients brag about.
You make one introduction. Your clients keep more money every payday, and you're the partner who brought it to them.
- Most clients that run payroll qualify, from small shops to big operations
- Zero work lands on your team
- A reason for every client on your book to thank you
Win. Win. Win. The business wins, the employees win, and so do you.
Real results from real employers.
Sounds too good to be true?
Is this legal?
Yes. It's a tax-qualified plan with a wellness focus, built on IRS Section 125 (cafeteria plans), Sections 105, 106 and 213(d), and the Affordable Care Act's wellness rules.
Can we keep our current medical plan?
Yes. The program actually requires that you offer one. You don't have to replace it.
What does it cost the business?
Nothing out of pocket. The program pays for itself from the payroll tax savings.
What can employees use the benefit for?
Qualified coverage such as dental, vision, life, disability, cancer, accident and critical illness insurance, plus monthly wellness coaching.
Who qualifies?
If a business runs payroll, it can likely qualify. A short call is the fastest way to know for sure.
Find out what your payroll is leaving on the table.
Thirty minutes with Charlie. No pressure, no jargon, just the numbers.
Book Your Call