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Tax Strategy Associates

The FICA Tax Optimization Strategy

Who We Are

Tax Strategy Associates was founded on a simple idea: businesses and their employees shouldn't have to choose between financial wellness and operational simplicity. We help business owners reduce payroll tax burdens while giving employees access to meaningful preventative care benefits, all without disrupting existing operations or adding cost.

Our Mission

We believe smart tax strategy and employee wellbeing go hand in hand. Our mission is to bring compliant, IRS-recognized savings programs to businesses of all sizes, while giving CPAs and tax professionals a trusted way to expand the value they provide to their clients.

Our Approach

Every program we administer is built on a foundation of compliance. We work in close partnership with a national leader in preventative care management, to ensure every plan meets IRS, ERISA, HIPAA, and ACA requirements. From setup through ongoing administration, our team handles the details, so businesses and accounting firms can offer these benefits with full confidence.

Why Businesses & CPAs Trust Us

Fully compliant programs backed by established IRS guidelines

Hands-on partnership with a leading national preventative care firm for implementation and ongoing support

No disruption to existing payroll, benefits, or operations

Transparent, straightforward process from start to finish