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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.

Our Vision

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

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

We put people first

We're here for a reason

We make our own reality

Our Operating Principles

Work like you own the place

Earn trust every day

Be positive, stay positive

Embrace the challenge

Don’t be a superhero

Use intuition, seek evidence

Results matter

Never stop experimenting

Keep it simple and build for now

Make something you’re proud of

Leadership Team

Careers at 

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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