”Formations allows me to focus on my work, instead of  spending my time working on accounting and taxes

Daniel Blau, Real Estate Agent
Compass Real Estate

Daniel is a seasoned broker with The Northern Key Team at Compass. His most valued aspect in his work is ensuring his clients are comfortable. From scheduling movers to storage units & inspections, Daniel is constantly helping clients feel at ease. With over 12 years in marketing and real estate, Daniel’s background & humble approach secure his client’s trust in his abilities to deliver results at next-level standards.

Daniel takes great pride in the relationships he builds and always works relentlessly on the client’s behalf to help them achieve their real estate goals. He believes that if you’re not left with an amazing experience, he hasn’t done his job. His days are packed with client meetings and house showings, and he felt that the back office was a real burden on him.

“Formations gives me the peace of mind that my business is taken care of. Managing my back office was time-consuming and stressful. I can now be confident that I’m compliant and I don’t have to keep worried about it”

How Formations helped me?

“The tax savings are amazing. It’s great to be able to keep more of my commissions and to have someone manage my finances for me”

Formations helped me set my business on track and manage my S-corp:

  • Enable massive tax savings by setting up an LLC as an S-Corp.
  • Handling my business financials, including Bookkeeping & Reconciliation, Tax filing, and Running Payroll.
  • Avoiding audits by keeping me compliant with IRS requirements.
  • Expert advice when I need it on tax planning, cash flow management, and retirement saving.

“I’ve already recommended Formations to many of my colleagues. The service is great, I get all the answers in no time – and the benefits are huge!”

How I grew my business with Formations?

“With Formations in my corner, I get to spend more time developing my business. I am focusing on what I do best and this is helping clients buy and sell real estate.”



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