Redefining

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Redefining Self-employment

• The ONLY legitimate purpose of businessis to
  promote the common goodthrough commerce JRZ
• Solo W-2
• Redefining Self-employment
• James R. Ziegler, PhD
• President, Solo W-2, Inc.

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Who Are We?

• 1997 Incorporated as Jerzy, Inc.
• 1998 Processed first payroll as P.A.C.E.
  Professional Association for Contract Employment
• 2002 Named fourth fastest growing private
  business in SF Bay Area by SF Business Times.
• 2007 Re-incorporated as Solo W-2, Inc.
• Services Nationwide Currently processing
  payroll in about 25 states
• Headquartered in Concord, CA

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Solo W-2, Inc. Branded Services

• Proprietary Services for the Contingent
  Workforce
• Solo W-2Employer-of-record service for
  self-employed persons, small business owners,
  freelancers and consultants.
• Solo 1099Agent-of-record service for fully
  compliant independent contractors.
• Solo IC ComplianceCo-employment risk
  mitigation, employee training, contingent
  workforce compliance testing and contractor
  payment processing for organizations that engage
  consultants.
• Solo Back OfficeOutsourced back-office support
  and employee benefits for progressive staffing
  firms, small businesses and start-ups.

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What Does Solo W-2 Do?

• Solo W-2 provides the corporate infrastructure
  for
• Self-employed persons
• Small business owners
• Freelancers and
• Consultants

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How Do We Do That?

• Solo W-2 converts your Solo gross revenues into
  Solo W-2 net wages, and in the process delivers
• Tax-advantaged corporate employment
• Guarantee-issue group insurance
• Generous Roth 401(k) plan
• Simplified tax reporting, and
• IRS Form W-2 at the end of the year

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What You Get

• Solo W-2 gives you
• The Freedom, Flexibility, Independence and Tax
  Advantages of Self-employmentPLUS
• The Superior Employee Benefits of Corporate
  Employment

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Who Qualifies?

• Full-time, Self-directed, Independent
  Professionals, Including
• Self-employed persons
• Small business owners
• Freelancers
• Consultants
• Who Generate Consistent Monthly Revenues of at
  Least 5,000.

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Your Job Description

• Solo W-2 Job Description
• Generate taxable revenues from any source.
• Run revenues through Solo W-2.
• Get great employee benefits.
• Get IRS Form W-2 at end of the year.

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How Your Division Works

• Any Taxable Income

Solo Gross Revenues

• Solo W-2 Service Fee
• Personal Division Administrator
• Personalized Back-office Support
• 5,000,000 Liability Insurance
• Covers Your Solo W-2 Clients
• Commercial Insurance
• Malpractice Insurance, Surety Bonds,
• etc., as Required by Your Solo W-2
• Clients
• Employee Benefits
• Guarantee Issue, True Group
• Medical Dental
• Life and ADD
• Long-term Disability
• Solo W-2 Roth 401(k) Plan
• Safe Harbor (3)
• Employer Match (200)
• Tax-free Reimbursed Businessand Medical Expenses

Solo W-2 Gross Wage
Solo W-2 Net Wage
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Freedom

• Solo W-2 operates in the background, completely
  separate from any other employment or business
  venture that you may have.
• You are free to work under your own brand, on
  your own schedule, setting your own rates,
  serving your own customers.

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Flexibility

• Solo W-2 lets you work where you want, when you
  want, doing what you want, anywhere in the USA
  and in many locations around the world.

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Independence

• Solo W-2 makes no demands on your time.
• You alone determine how you generate the revenues
  that you run through Solo W-2.

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Tax-advantaged Earnings

• Solo W-2 employees qualify for
• Immediate tax-free reimbursements for
  out-of-pocket business and medical expenses
• Tax-free leasebacks for major purchases over
  750
• Maximum GSA per diem rates when traveling or
  working out-of-town

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Portability

• Your Solo W-2 employment and benefits package
  follows you, wherever you work, anywhere in the
  USA and many locations around the world.

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Personalized Support

• Your personal Solo W-2 administrative assistant
  provides expert back-office support for payroll
  processing, tax-free expense reimbursements and
  administration of your employee benefits.
• In addition, Solo W-2 employees receive
  unlimited, free, financial advice from a
  dedicated Chartered Financial Consultant (ChFC).

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Expert Contract Administration

• For consultants who work with major clients, Solo
  W-2 offers
• Contract review, negotiation and administration,
  including timely invoicing and assertive
  collection of receivables.
• Five million dollars aggregate coveragein
  general liability insurance for your Solo W-2
  clients.

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Great Employee Benefits

• Solo W-2 offers the best employee benefits
  package available to any independent professional
  anywhere in the USA.

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Group Health, Life and LTD

• Guarantee issue, group health insurance of the
  highest quality.
• Low-cost, guarantee issue, life insurance.
• Long term disability insurance with a generous,
  tax-free benefit.

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Powerful Roth 401(k) Plan

• All Solo W-2 employees participate.
• Immediate qualification.
• Immediate vesting.
• 16,500 elective deferral (22,000 if age 50)
  with 200 employer match, funded by your revenue
  stream.
• Contribute annually up to 49,000 tax-deferred,
  with as little as 81,500 in gross revenues after
  expenses (Contribute up to 54,500 if age 50).
• Load your retirement account up to the absolute
  IRS limits much faster, with lower total gross
  revenues compared with a self-employed
  individual.

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Lower Audit Profile

• The IRS audits self-employed persons more often
  than regular employees.
• Solo W-2 employment greatly lowers your IRS
  audit profile compared with self-employment.

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Stronger Credit

• Credit bureaus discriminate against self-employed
  borrowers.
• Solo W-2 employment makes it easier to qualify
  for a mortgage and other large loans.

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Higher Total Compensation

• The tremendous convenience, personal support and
  incredible benefits package of Solo W-2 is worth
  a LOT.
• Less time, less aggravation, direct savings and
  tax-advantaged earnings.
• Solo W-2 employees typically enjoy higher total
  net compensation than self-employed persons or
  agency employees with similar gross revenues.

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Full Disclosure

• Solo W-2 gives every Solo W-2 employee a
  detailed cash flow report with every paycheck.
• The report details down to the last penny how
  your division allocates your gross revenues in
  order to fund both your payroll and your employee
  benefits.

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Continuity of Employment

• Solo W-2 keeps your division open as you move
  from gig to gig, client to client, wherever you
  work.
• Solo W-2 is your permanent base of operations.
• Solo W-2 does not automatically terminate your
  employment when the gig ends (like most staffing
  vendors do).

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Basic Pricing

• Solo W-2 Basic Employment
• For Sole Proprietors, Small Business Owners and
  Freelancers who have multiple minor customers.
• You invoice and collect from your own customers.
• Solo W-2 provides tax-advantaged employment as a
  full-time, fully benefited, regular employee.
• Solo W-2 provides automated, online expense
  reporting.
• Solo W-2 provides the most comprehensive
  employee benefits package available to any
  independent professional, anywhere in the USA.
• 5 of Gross Revenues

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Premium Pricing

• Solo W-2 Premium Employment
• For Consultants with a few major clients.
• Includes Solo W-2 Basic Employment, plus
• Contract review and negotiation, contract
  administration and liability insurance for your
  Solo W-2 clients.
• Automated, online time and milestone reporting.
• Timely invoicing and assertive collection of
  receivables from your Solo W-2 clients.
• 6 of Gross Revenues

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Solo W-2 Discounts

• Referral Rewards
• Solo W-2 pays referral rewards equal to 1 of
  the revenues generated by employees who join Solo
  W-2 on your recommendation.
• There is no limit to the amount of Solo W-2
  referral rewards that you can earn.
• Referral rewards can easily make Solo W-2 FREE
  or even BETTER THAN FREE.

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For Client Company

• Advantages to Companies that Engage Solo W-2
  Employees
• Strong mitigation of co-employment risks
• IRS reclassification.
• UI and Workers Comp claims.
• Liability claims.
• Class-action lawsuits.
• Simplified contractor billing
• Consolidated invoicing.
• Online time and expense reporting.

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For Small Business Owner

• Advantages of Solo W-2 to Small Business Owners
  and Start-ups
• Give yourself and your key team members
  executive-level employee benefits.
• Compete more effectively to attract, recruit,
  reward and retain exceptional talent.
• Manage rapid growth and irregular demand.
• Easily deploy and reassign a flexible workforce.
• Process payroll and benefits as easily as making
  an ATM deposit.

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For Solo W-2 Employee

• Advantages to Solo W-2 Employee
• Easily convert your Solo gross revenues to
  W-2 net wage.
• Obtain guarantee issue, true group insurance.
• Contribute to an incredibly generous 401(k) plan.
• Experience a lower IRS audit profile.
• Enjoy a stronger credit rating as a Solo W-2
  employee.
• Solo W-2 employees are more attractive to larger
  clients.
• Optional contracts administration, timely
  invoicing and assertive collections.
• Continuity of employment and benefits.
• Simplified tax reporting, and
• IRS Form W-2 at the end of the year.

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Your Best Solution

• Whether you are a
• Self-employed Person
• Small Business Owner
• Freelancer
• Consultant
• Or you engage consultants for your projects
• Solo W-2 is your best solution.

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All You Need to Know

• www.SoloW2.com