Accountable Plan Setup
Let your S corporation or C corporation reimburse your home office, mileage, and phone tax-free. We draft the written plan, the board resolution, and the expense-report system, all reviewed by an Enrolled Agent, for a flat $499.
Free. No commitment. We assess your situation in 15 minutes.
Enrolled Agent4.7 / 5.0 – 15 Google ReviewsFederally Authorized by U.S. Treasury
What's Included
- Written accountable-plan policy tailored to your corporation
- Board resolution formally adopting the plan
- Expense-report template and substantiation system
- Home office reimbursement worksheet
- Mileage log setup (standard rate vs actual expenses modeled)
- Walkthrough call with an Enrolled Agent
Timeline: Plan documents delivered within 5 business days of your intake call
Not included:
- Payroll coordination (included in the full package)
- Tax return preparation (quoted separately)
What Happens After You Purchase
- 1Secure checkout via Stripe
- 2Portal invitation within 1 hour
- 3Upload your documents securely
- 4Prepared and delivered by an Enrolled Agent
"This is the third consecutive year I've filed taxes with Burak, and it has always been an amazing experience and relief."
- Francesco F.
Reimburse Yourself the Right Way
If you own an S corporation or C corporation, you are an employee of your own company. When you pay business costs personally, such as a home office, business miles on your own car, or the business share of your phone bill, the clean way to recover them is a corporate reimbursement under a written accountable plan.
Done correctly, the corporation deducts the reimbursements (subject to the normal limits, such as the 50% cap on business meals) and you receive the money free of income and payroll tax. We set up the three pieces that make it work: the written policy, the board resolution adopting it, and the expense-report system that keeps every claim substantiated.
The Trap Most Owner-Employees Miss
The 2017 tax law suspended the deduction for unreimbursed employee business expenses. That means an owner-employee who pays home office, mileage, or phone costs personally gets no deduction at all on their own return. Without an accountable plan, that money is simply gone: paid with after-tax dollars, deducted by no one.
Accountable Plan Setup
- Written accountable-plan policy
- Board resolution adopting the plan
- Expense-report template and system
- Home office reimbursement worksheet
- Mileage method comparison (standard vs actual)
- Walkthrough call with an Enrolled Agent
See Your Potential Reimbursement in 2 Minutes
Enter three figures and see the tax-free amount a written plan could unlock, instantly and in your browser. No documents, no signup.
Accountable Plan: free reimbursement estimate
Answer a few facts - no documents, no signup. You see the free result instantly, in your browser.
The Three Requirements of an Accountable Plan
Reimbursements stay tax-free only when the plan meets all three tests. Miss one and the IRS treats the payments as wages. Our setup builds each requirement into your documents and your process.
Business Connection
Every reimbursed expense must be a real business expense the employee paid or incurred while performing services for the company. Your written policy defines the eligible categories, from home office to mileage to phone, so there is no ambiguity.
Substantiation
The employee must document the amount, date, and business purpose of each expense within a reasonable time. The expense-report system we build makes this a five-minute monthly routine with receipts and logs attached.
Return of Excess
Any advance or reimbursement that exceeds substantiated expenses must be returned to the company within a reasonable time. The plan document sets the deadlines so excess amounts never quietly become taxable wages.
Home Office
The corporation reimburses the business-use share of rent or mortgage interest, utilities, insurance, and internet based on a square-footage worksheet.
Mileage
Business miles on your personal vehicle are reimbursed at the standard rate or through actual expenses. We model both so you pick the better method.
Phone & More
The business-use percentage of your cell phone and other mixed-use costs, plus travel, supplies, and dues, all flow through the same documented process.
Choose Your Level of Support
Start with the setup, add payroll coordination, or keep an Enrolled Agent reviewing your substantiation every quarter. The setup fee is credited toward the full package.
Plan Setup
The complete document package: written policy, board resolution, expense-report system, and a walkthrough call. Everything your corporation needs to start reimbursing correctly.
Full Package
Everything in the setup plus coordination with your payroll provider and your first quarterly substantiation review. Your setup fee is credited toward the package price, which is quoted after your intake call.
Quarterly Reviews
An Enrolled Agent reviews each quarter's expense reports, flags substantiation gaps while they are still fixable, and confirms your reimbursements stay on track.
Book a Quarterly ReviewFrequently Asked Questions
Common questions about this service area.
Related Guides
Learn more about this topic with our in-depth guides.
Small Business Tax Guide
Deductions, entity choices, and compliance essentials for small business owners.
Read GuideOne Big Beautiful Bill Act (OBBBA) Guide
Key 2026 tax law changes affecting deductions, credits, and compliance requirements.
Read GuideCalifornia Business Tax Guide
State-level taxes, fees, and filing obligations for California businesses.
Read GuideRelated Services
Explore other ways we support our clients.
S-Corp Election
Considering S corporation status? We prepare and file the election and help you set a reasonable salary.
Learn MoreTax Planning
Year-round strategy to coordinate salary, distributions, retirement contributions, and reimbursements.
Learn MoreBookkeeping
Monthly books that keep reimbursements categorized correctly and your records audit-ready.
Learn MoreStop Paying Business Expenses With After-Tax Money
One document package can turn expenses you already pay into tax-free reimbursements. Get your accountable plan set up this week.
“This is the third consecutive year I've filed taxes with Burak, and it has always been an amazing experience and relief.”– Francesco F., Google Review
Both reach the same Enrolled Agent review. After either one, you'll receive a secure Client Portal invitation to upload your documents.