Hey, Windermere Agents.
We get you!

Your days (and nights) are filled with coordinating showings, managing listings, writing offers, and meeting with prospective clients. When are you supposed to find time for bookkeeping, tracking mileage, keeping receipts, and getting it in order before the IRS comes calling? You didn’t get into real estate because you enjoyed back-office work – so let us handle it!

Formations takes care of the tedious back-office work AND SAVES ON YOUR TAX BILL, so you’re free to focus on the parts of the business you enjoy!

We’ve partnered with Windermere to offer you a customizable solution for your business back-office needs.
– Incorporation and conversion to an S-Corp
– Ongoing management of your LLC and S-Corp
– Quarterly business financial planning and strategy
– Annual preparation and filing of your business and personal taxes

Most realtors are unaware of the benefits that come from establishing their business as an S-Corp.

Tax savings are the most obvious, but an S-Corp also allows you to move more income into tax-advantaged retirement accounts, provide yourself better health & wellness benefits, and help untangle personal and business finances.

More Than Just Tax Savings

Don’t take our word for it, listen to Deanne DeVries

Residential Realtor, Windermere

“Formations helped me to understand what an S-Corp was, and how that can benefit me, and help me to receive greater tax benefits for my income”


We’re here to help!
Schedule a free 15-minute consultation call

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