Keep more of what you earn
Formations customers save an average of $14,801 per year through smart structure and proactive tax planning.
Turn to a team of experts
Leave the hard stuff to us. Our team of tax and accounting pros has you covered.
Find peace of mind
Get real-time visibility into your finances with a tax strategy that keeps you fully compliant and in control.
Your Tax Strategy, Fully Managed
Skip the stress and complexity. Our expert tax team handles everything from business structure to ongoing strategy, ensuring you maximize savings while staying compliant.
- Expert tax professionals dedicated to your success
- Proactive planning that uncovers hidden savings opportunities
- Complete management so you can focus on your business
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Built for Self-Employed Success
Formations is purpose-built to support every part of your solo business — not just during tax season. Unlike traditional CPAs, we proactively offer guidance to best manage your taxes, benefits, and financial decisions with clarity.
- Manage everything year-round, from structure and payroll to planning and filing
- Access self-employed benefits like a 401(k), HSA, and healthcare
- Get ongoing visibility and expert support to stay ahead of the curve
Business Formation
Set up your LLC or S-Corp with the right structure tailored to maximize tax savings.
Accounting & Bookkeeping
Automated bookkeeping that keeps your financials clean and up to date for better planning and bigger savings.
Tax Prep & Filing
From quarterly estimates to annual returns, we manage your personal and business taxes year-round.
Business Banking
We’ll create and connect a business bank account for you, or seamlessly integrate your existing one.
Tax Strategy & Expert Guidance
Work with our expert tax professionals to uncover deductions, optimize your structure, and save more on taxes.
Financial Dashboard
Track income, expenses, tax liability, and financial health in one place, with real-time visibility and clarity.
"I had no visibility into what was going on in my financials, and tax liability was always a big surprise. Now I have the peace of mind to know where I am at any point in time. No more unpleasant surprises."
"Not having to think about the bookkeeping and accounting side of this business enabled us to achieve incredible milestones in a very short amount of time."
"The greatest value of Formations is having visibility into bookkeeping, payroll, and my taxes all in one platform, which is the most helpful as my income changes from month to month."
"Formations is always there to answer all my questions. They’ve given me peace of mind with my expenses, providing a great service to allow me to focus on growing my business and have really helped with saving on taxes."
“Formations has helped by restructuring the way I file taxes, saving me thousands per year while providing monthly bookkeeping and just being a general financial sounding board.”
“I was overpaying on taxes because my business was not set up correctly. Thanks to Formations, I have more money in my pocket.”
“Formations helped me understand how to run a business in the United States. They are helping me manage my finances by keeping my books in order and closely monitoring my account.”