Unlock savings with cost segregation in real estate. Learn What a cost segregation study is and how it boosts profits for property owners!

Maximize ROI with Cost Segregation in Real Estate | Tax Benefits for Rental Property Owners

Ever wondered: What is a cash hybrid plan? Or how can I save on self-employment tax while taking care of my retirement? We have the answers for you.

How Self-Employed Can Save For Retirement

Retirement Options for Self-Employed that Will Help You Save on Taxes

How Self-Employed Can Save For Retirement Today

Explore the differences between sole proprietorship vs. S Corp structures, assessing liability, taxes, and the concept of a disregarded entity.

Sole Proprietorship vs. S Corp

Sole Proprietorship vs. S Corp: Choosing the Right Business Structure

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Get to know some of our customers and learn how Formations helped them thrive!

Chimere Washington

Formations Testimonials

My financials are 1000% improved. Since being introduced to Formations, I am confident I am doing everything I can to ensure that my operation is smooth and hassle-free.

RickI Stevens

"My financials are 1000% improved. Since being introduced to Formations, I am confident I am doing everything I can to ensure that my operation is smooth and hassle-free.".

Ricky Stevens

Ricki Stevens

"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."

Monica Multani

Formations Testimonial: Matthew Johnes

Matthew Jones

“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.”

Nicole Zolnowski, Real Estate Broker, eXp Realty

Nicole Zolnowski

“Formations helped me to understand what an S-Corp was, and how that can benefit me, and help me to receive greater tax benefits for my income.”

Deanne DeVries, Windermere

"With the S-Corp, I was able to save $8,000 in self-employment taxes" - Deanne DeVries Testimonial

Deanne DeVries, Windermer

Deanne DeVries

“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!”

Stephanie Kristen, Real Estate Agent, Windermere

"Formations ended up saving me so much more money than I would have been able to do on my own"

Stephanie Kristen

“Formations has been GREAT as it’s a one-stop shop for all my bookkeeping/taxes/money management needs. My prior CPA didn’t quite seem to “get” the real estate industry."

Debbie Walter, Real Estate Agent, RE/MAX

"Formations always go above and beyond and getting me answers right away"

Debbie Walter

“Formations gives us peace of mind for our business. Formations saved us countless hours we used to spend documenting and categorizing expenses each month and year. These activities are the least enjoyable of being a real estate broker and small business owner.”

Johanna and Steve Craig, Real Estate Agents, John L. Scott

Johanna and Steve Craig

"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."

Jeremy Martini, John L. Scott Real Estate

Jeremy Martini

“Formations handles the business so I can handle the HAIR! I've had more time to focus on passions and less financial stress.”

Customer Case Studies