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.
Real Estate Agent
Meet Ricki Stevens
Originally from the Pacific Northwest, Ricki Stevens decided she’d trade in the Pacific Northwest gloom for some desert sunshine and found herself relocating to the West Valley of Phoenix, Arizona.
Since 2015, she’s been helping clients find their dream homes and sellers cash in on their equity. She is passionate about helping clients with their buying and selling needs, and that passion translates into remarkable success.
But as her thriving business evolved, the business financials became increasingly complex, and her self-employment tax liability grew. Everything started to become overwhelming and costly, and that’s when Ricki knew there had to be a better solution.
A No-Frills Review of Formations with Ricki Stevens
Q: How have your business financials changed with Formations?
A: They 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.
Q: What's the greatest value you’ve received from working with Formations?
A: The stress has been removed, and I no longer have to think twice about what could happen.
Q: What is your favorite part about Formations?
A: They do what is expected and can assist whenever I need them.
Q: How did you feel about the tax season before Formations? How do you feel about tax season after Formations?
A: Before: TERROR. After: BLISS.
Q: What have you learned since joining Formations?
A: It's NOT crazy expensive to have someone assist with your finances. And in fact, you lose out on tax savings without the right system in place!
Q: Would you recommend Formations to your colleagues?
A: I would recommend it to everyone; it just makes sense.