Preventative Health Initiative

Save taxes while providing your employees with benefits at no additional cost

Company Benefit

$500 average FICA savings per employee

Employee Benefit

$1500 average additional retirement benefit per year and a robust suite of health services at no cost

No Additional Costs

• No Net Cost to the Company • No reduction in employee’s take home pay


PHIBee™ was created by small business owners for small business owners. 


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Savings and Benefits already recovered for clients

No obligation, no upfront expense, no risk...just rapid results and expert guidance.


Once finalized we will file your claim on your behalf and work directly with the insurance brokers.


Our Experts will meticulously review all of your details and documents to claim the maximum credit for your business.


Credits can deliver cash flow as soon as your next payroll.

More Information

The CPA Journal - January 2021

“The Affordable Care Act increased incentives for employers to adopt

self-insured healthcare programs. More focus is being placed on consumer-based approaches with an emphasis on preventative care. One approach is to establish a Wellness and Integrated Medical Plan Expense Reimbursement

(WIMPER) program. This unified health care approach provides a tax-advantage, affordable means to purchase secondary health insurance products. A medical insurance plan along with a well-designed wellness program encourages employees to take personal responsibility to help minimize healthcare costs.”

Client Success

Trusted by the best

PHIbee™ was a godsend

We were unaware of how much unclaimed credit was available to us and didn’t have the in-house expertise or bandwidth to manage collecting it ourselves. 

Michael P.

Co-Founder | Epic Energy

Communication was fantastic every step of the way. Any time that I had a question I could easily speak to my advisor.

John Ganun | CEO

Scenario Photography

As a founder 100% of my time is focused on our future growth. ERCbee™ made it possible to find revenue from our past. 

Sam Loyd | Founder


You deserve to be rewarded for your resilience

PHIbee™ makes it easier to get what's yours.

Lehi, Utah
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About Us

We are the foremost intermountain west experts when it comes to tax credit recovery and government business aid. 

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