We all have our business blind spots, things we need to overcome in order to make the next leap.
Formations helps self-employed thrive, with fewer tax payments, more benefits, and greater peace of mind.
What Will You Get With Formations?
The Birth of an S-Corporation
Still a sole proprietor?
We’ll help you create your S-Corporation. You won’t believe how easy it is!
Already operating an S-Corp?
Great! We’ll migrate you to Formations. Even easier.
Sorry, I Don't Do Taxes
We’ll handle all your taxes, so you’ll never have to worry about an audit again.
We’re in this together.
We Have No Paper
Our amazing Xero-powered cloud bookkeeping software will keep your books up-to-date, your business compliant, and will even find areas where you can save money. And trees.
Where Everybody Knows Your Name
Ever had a finance question at 4 AM? With Formations, your account is always up to date, and your dedicated account manager and team will gladly answer your questions.
Start Flexing Those Benefits
Get amazing corporate-level benefits without the overbearing Fortune 500-wanna be boss? Sign me up!
Some Sci-Fi Skills
Our AI engine is your personal scout, constantly on the lookout for money-saving opportunities, while our machine learning models can dole out expert advice about what you should do. All of this = no more financial advice from that friend who “knows a guy.”
Compliance is a Big Word
We know taxes can be scary, but our US-certified bookkeepers and timely calendar notifications work together to make sure that you’re always in full compliance.
Being part of the Formations community means getting better deals on benefits, joining a world of knowledge (including expert-back tips, business hacks, and more!), and the chance to mingle with like-minded people.
How Formations Works
What do people have to say about Formations?
Owner, DeVries Properties
“As a Real Estate Broker, I constantly think whether I should invest more time working in my business or working on my business. With Formations a large part of working on my business is taken care of so I don’t need to worry about it and can spend more time working in my business – meeting clients, finding buyers, and getting the work done.”
Real Estate Agent, Windermere
“Formations took over the financial management of my business, made sure that my S-Corporation election was filed properly, and helped me follow all requirements to keep more money in my pocket. Formations reviewed my 2019 tax return and filed a late S-election for my business. Thanks to them, I was able to save $14,000 on my 2019 taxes!”
“For many years I was a sole proprietor and I was not taking advantage of all the solutions available to me. Formations helped me understand the incorporation process, how payroll works, and how to optimize my tax liability.”
Real Estate Agent, John L Scott
“Formations has allowed me to focus on working on my business and focus on dollar productive activities. It has removed the stress of having to worry about keeping track of my expenses and payroll. It’s relieving to know that I have a group of experts behind me ensuring that I am paying my taxes on time while still maximizing my profits as an S-Corp.”