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About Us

We're not the status quo—we got bored of it. So we're changing the way businesses of one are built.

Why We Started

Self-employed professionals are the largest segment of the US Workforce, yet they’re underserved and overlooked, with 90% of them overpaying on taxes. It's why we started Formations: To give the self-employed access, guidance, and help to make the most out of a financial system that was built for corporations, not individuals.

As a business leader deeply familiar with the complexities and roadblocks self-employed professionals face, and with 20 years of experience building one of the top tax and accounting firms in Seattle, Shahar Plinner knew there was a better way to serve the businesses of one.

In late 2019, with a passion for helping real people solve real problems, he brought his newly developed playbook to his best friend and SaaS marketing expert, Uri Bar-Joseph. Together they recognized the need for a holistic financial management solution for self-employed individuals, the fastest-growing segment in the workforce. In 2020 they launched Formations to bring the first predictive tax and accounting solution to the millions of self-employed workers across the United States.

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Our Vision

To be the platform of choice for self-employed professionals to manage all of their financial needs.

Our-Mission

Our Mission

Help the self-employed keep more of their hard-earned money and give them the peace of mind to focus on what they love most.

Our Core Values

Formations Community

We put people first

Formations Target

We're here for a reason

Formations Star

We make our own reality

Our Operating Principles

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Work like you own the place

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Earn trust every day

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Be positive, stay positive

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Embrace the challenge

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Don’t be a superhero

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Use intuition, seek evidence

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Results matter

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Never stop experimenting

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Keep it simple and build for now

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Make something you’re proud of

Leadership Team

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Shahar Plinner

Co-Founder and CEO

Shahar is a tax and accounting expert with over 20 years of experience in the field. He is… Read More
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Uri Bar-Joseph

Co-Founder and COO

Uri is a growth marketer, with over 12 years of experience in the start-up industry. He ran… Read More
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Jessica Slosberg

Head of Customer Success

Jessica brings extensive experience in customer success, program and team management as… Read More
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Shiri Bibliowicz

Head of HR

Shiri has been in the HR arena since 2002, and most of her career has been within the… Read More
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Adi Buber

Director of Operations

Adi brings over 20 years of experience in marketing, project management, business… Read More
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Kevin Shively

Head of Growth

Kevin is a SaaS go-to-market leader with 15 years of experience building high-growth… Read More
Team

Careers at 
Formations

We’re proud to help people do what they love. And when we're not changing the lives of our self-employed friends, we might be working from home alongside a furry companion, enjoying a catered lunch and massage in the office, or at our favorite charity on paid volunteer days. We're a people-first business, and it starts with us.

 

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