Formations is proud to introduce MAX, our revolutionary AI-driven tool designed to cut through the confusion and put comprehensive tax strategies and benefits within reach of 1099 professionals.

Formations' AI Tax Assistant Gives Instant Insights for the Self-Employed

Waiting on Your CPA? Formations' AI Tax Assistant Gives Instant Insights for the Self-Employed

Starting January 2024, agents will now be able to receive their commission into an LLC. This offers a new, efficient way for agents to manage their taxes and run their businesses more effectively.

Texas Real Estate Agents: Embrace New LLC Opportunities in 2024

Texas Real Estate Agents: Embrace New LLC Opportunities for Tax Efficiency in 2024

Reducing your self-employment taxes through an S-Corp can result in huge tax savings, but sometimes raises the question: does paying less in tax impact my Social Security Benefit upon retirement?

Will Moving to an S-Corp Impact Your Overall Social Security Benefit When You Retire?

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

Brooks Glenn

Formations Testimonials

"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

”This step-by-step process and ability to communicate with my team as needed, allowed me to feel guided in a space I felt overwhelmed by.”

Customer Case Studies

Brooks Glenn

Monica Multani

Bethany Bickel, LCSW