Written plan
A company-specific accountable plan policy covering business connection, substantiation, excess reimbursements, and plan administration.
Fixed-fee setup by Arc & Ledger
Stop paying company expenses personally with no system.
Accountable Plan Pro gives S-corp and C-corp owner-employees a written reimbursement policy, adoption support, expense report workflow, and first-round category cleanup so reimbursements are documented instead of improvised.
Best for one corporation, one owner-employee, and personally paid business expenses. The $499 setup is credited toward the larger $999–$1,500 implementation package when your facts require deeper cleanup.
EA reviewed
Prepared by an Enrolled Agent practice, not a generic template shop.
No passwords
We do not request payroll, tax-portal, Login.gov, or ID.me passwords.
Stripe checkout
Payment runs through the existing Arc & Ledger Stripe checkout.
Human review
Final documents are tailored to the engagement before delivery.
A narrow product with a very specific job.
This is not tax prep software. It is a fixed-scope setup that turns a common owner-employee mess into a repeatable company reimbursement workflow.
Adoption support
A board or member-resolution package so the company has a clean approval record instead of an informal “I paid myself back” habit.
Expense workflow
Expense report and mileage-log structure for home office, vehicle mileage, phone/internet allocations, travel, supplies, software, and other categories.
Planning estimator
See the size of the reimbursement problem.
Use rough annual numbers. This estimates a potential reimbursement pool and an illustrative tax impact using the marginal rate you choose. It is a screening tool, not tax advice or a promised result.
Uses the 2026 IRS business standard mileage rate of 72.5¢ per mile for this estimate. Current rates and eligibility should be verified before relying on the result.Who this is for — and who it is not for.
The product is intentionally narrow. That is what keeps the risk and delivery burden low.
Good fit
- You own or operate an S corporation or C corporation.
- You are an employee or officer of that corporation.
- You personally pay company expenses and want a reimbursement process.
- You have recurring categories such as mileage, home office, phone, internet, software, travel, or supplies.
- You want a document-and-process setup before year-end cleanup gets weird.
Not the right product
- You are a sole proprietor with no corporation payroll.
- You want Arc & Ledger to file your income tax return through this checkout.
- You need legal entity formation, payroll setup, or bookkeeping cleanup first.
- You want a guaranteed tax result or a retroactive blessing of unsupported payments.
- You are asking about unreimbursed employee expenses from an unrelated employer.
What happens after checkout.
Lightweight, controlled, and human-reviewed. No fragile automation, no password collection.
Answer the intake
We collect company facts, covered people, expense categories, payroll/bookkeeping context, and any reimbursement habits already in place.
Receive the setup package
You receive the tailored plan, adoption support, expense report workflow, and implementation notes for the first reimbursement cycle.
Decide if deeper cleanup is needed
If your facts are more complex, the setup fee is credited toward the larger $999–$1,500 implementation package after scope review.
FAQ
The simple version, because this topic can get boring fast if we let it.
Is this tax advice?
It is a fixed-fee professional service engagement for accountable plan setup. Public pages and estimators are general information only. Final documents are tailored to the engagement and are not legal advice.
Can this reimburse old expenses?
Maybe, but that is fact-specific. Unsupported old payments and payroll/bookkeeping mistakes may need deeper cleanup. The $499 setup is credited toward the larger implementation package when the work goes beyond the standard setup.
Do I need a corporation?
This product is built for S-corp and C-corp owner-employees. Sole proprietors and single-member LLCs taxed on Schedule C usually need a different workflow.
Do you log into my payroll or tax accounts?
No. We do not ask for client passwords for Login.gov, ID.me, Pay.gov, payroll, bookkeeping, or tax portals. If records are needed, they should be shared through client-controlled export or secure upload workflows.
Can this become an ongoing service?
Yes. Arc & Ledger can review quarterly substantiation files for $249 per quarter, billed per occurrence, when that follow-up makes sense for your facts.
Ready when you are
Launch the reimbursement system before another messy quarter.
If the fit is obvious, start with checkout. If you are not sure whether your entity, payroll, or old reimbursements make this too complex, book the quick fit call first.