Health savings account

Instead calculates the maximum allowable HSA contribution in your situation to maximize your tax benefits.

Instead verifies all eligibility criteria like HDHP coverage, other health coverage, Medicare enrollment, and dependent status to ensure you're fully compliant with the tax code.

Our automated system prepares employment agreements, and necessary forms, and provides timely reminders to keep you on track.

Over-contributing to your HSA can lead to tax penalties. Instead monitors your contributions in real-time, helping you avoid over-contribution and potential penalties.

With all HSA contributions and deductions calculated and documented, filing your tax return becomes a hassle-free experience.