Take Control of Home Office and Other Business Reimbursements with Our All-in-One Accountable Plan Bundle!

Tired of the complexity around home office deductions and employee reimbursements? Streamline the process and stay IRS-compliant with our Accountable Plan Bundle — the easy, tax-smart way for S corporations and C Corporations to reimburse employees and owner/employees for legitimate business expenses — including home office costs!

An accountable plan lets your business reimburse qualified expenses without counting them as taxable income — but only if everything is properly documented and reported. That’s where we come in.

Our bundle gives you everything you need to track expenses, substantiate claims, and maximize deductions — all while keeping your reimbursements 100% above board.

Here’s what’s included:
✔️ Accountable Plan Policy (Word Document) — A ready-to-use template to implement in your company.
✔️ Monthly Reimbursement Workbook (Excel) — Includes an Employee Expense Report, Employer Reimbursement Report, and a Home Office Basis Calculator.  The workbook uses macros and is required.
✔️ Mileage Log (Excel) 
✔️ BONUS: Taxpayer’s Position for 100% Deduction of Cell Phone Expenses (Word Document) — A valuable extra to help you claim even more savings!

Eligible reimbursable expenses include:

• Home office expenses

• Travel and meals (actual or per diem-->for non-related employees)

• Car expenses (standard)

• Business supplies and tools

• Phone and internet bills

• Professional dues, subscriptions, and licensing fees

(Don’t worry — entertainment and amusement expenses are excluded, just like the IRS says!)

Why your S Corporation needs it:
 Simplifies expense documentation
 Keeps reimbursements non-taxable
 Boosts corporate deductions
 Helps avoid costly IRS mistakes

Whether you’re setting up your first accountable plan or upgrading your current system, our Accountable Plan Bundle gives you the tools to do it right.