”Using Formations saved me over $10k in my first year using them. That frees up more money to put towards growing my business

Lia Watson, Real Estate Broker
EXP Realty

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!

“Working with Formations has been a true game-changer for me, as well as my business. I struggled for years trying to understand the benefits of becoming an S Corp. Formations explained it in a way that I was able to understand; something my CPA was unable to do.” 

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.” 

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.

“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.”

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 over $10k in my first year using them. That frees up more money to put towards growing my business. I could not be happier with my decision to use Formations!”

 

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