Lia is a second-generation Real Estate Broker who is passionate about Real Estate and helping people, proudly serving the North Carolina market. Growing up in the business, coupled with 10 relocations for her family across the country- including Puerto Rico, has made Lia sensitive to her clients' needs during the buying/selling process.
Lia has proven customer service skills resulting in a large referral customer clientele specializing in relocation and first-time home buyers. She has been privileged to receive several sales awards in the top 20% of her company over the last 9 years, as well as the Midtown Magazine "Best of the Best Award" for Best Real Estate Agent, 2021 & 2022. Lia's business focus is on building relationships, earning trust, and getting results!
“Formations niche expertise in working with real estate professionals has been a game changer for my business. Each year they have helped identify strategies that have saved me tens of thousands of dollars in taxes, allowing me to reinvest that money back into growing my business. Their guidance is proactive, knowledgeable, and tailored specifically to the real estate world. The are responsive , professional and always answer questions so I fully understand.
How Formations helped me?
"Formations took the time to answer my questions, and there were many! That was something I appreciated so much- they were always there willing to talk, advise and give guidance no matter how many times I asked. If my Customer Success Manager didn't have an answer she made sure to connect me to a tax professional who did. I feel like I have a team supporting me and my business. Having a trusted accounting team like this gives me tremendous peace of mind. Formations explained my financials to me in a way I was able to understand; something my prior CPA was unable to do".
Formations helped me set my business on track and manage my S-corp:
- Enable massive tax savings by optimizing my S-Corp.
- Handling my business financials, including Bookkeeping & Reconciliation, Tax filing, and Running Payroll.
- Avoid audits by keeping me compliant with IRS requirements.
- Expert advice when I need it on tax planning, cash flow management, and retirement saving.
How I grew my business with Formations?
"Formations removed the stress of keeping up with admin work like payroll and taxes. This gives me peace of mind and allows me to focus on my real estate business. Using Formations saved me tens of thousands of dollars in taxes. That frees up more money to put toward growing my business. I could not be happier with my decision to use Formations!"
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