6d (edited) • Tax Strategies
🚀 In the Classroom - Accountable Plan Implementation
If you've been through the Accountable Plan Education module and thought, "Okay, now how do I actually DO this in my business?" — this one's for you.
Note: this is for Premier Navigators or VIP clients
The Implementation module just dropped. It's 19 pages of step-by-step playbook covering:
- The 4-gate qualification check (before you spend a dollar setting this up)
- Setting up your executive suite the right way — and the square footage trick most people miss
- Adopting the written plan (includes an AI prompt you can use to draft your own)
- Building your monthly expense profile across home, vehicle, travel, tech, and pro dev
- Using the TaxSherpa Accountable Plan Calculator
- The 60-day substantiation rule and how to build a monthly cadence that won't break
- Bookkeeping + journal entries so your CPA doesn't have to guess what you did
- The personal credit card points-to-profit strategy
- Year-end true-up, audit-readiness folders, and the 4 red flags that blow the whole thing up
Bottom line: if you run an S-Corp or LLC taxed as one and you have a qualifying home office, this module shows you exactly how to turn personal mixed-use spending into legitimate, documented, audit-proof reimbursements — month after month.
Head to the Classroom → Accountable Plan Implementation to get started.
Drop questions in the comments or tag me if something needs clarifying. 👊
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🚀 In the Classroom - Accountable Plan Implementation
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