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All information on this site reflects changes to the tax code made by Public Law 108-27, The Jobs and Growth Tax Relief Reconciliation Act of 2003, signed into law on May 28, 2003.

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Effective ____________________, I hereby engage TaxSaver to administer a Section 105 plan for my business. I agree to pay the fee of $175.00 annually (and $100.00 for each additional qualified employee beyond my spouse) to TaxSaver in return for their services listed as follows:

  1. At setup time, TaxSaver assures me TaxSaver Plan is in compliance with current regulations and that TaxSaver is maximizing my advantages of those regulations.

  2. During the Plan year, TaxSaver assures me that the proposed deductions I submit will be examined for compliance with the regulations and for consistency with my plan benefits, and any discrepancies will be reviewed with me.

  3. For now and in the future, I am assured that should the regulations change, I will be notified and advised of what will be needed to stay in compliance, while taking full advantage of any opportunities to reduce taxes.

Upon receipt of this form and a check payable to TaxSaver, a representative will contact me to document the needed information to establish the Plan as required in the regulations.

 

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