PEOPLE 🤝 TECHNOLOGY
Formations secret sauce is the people. As a customer, you benefit from a powerful platform, but you also benefit from decades of expertise from our certified tax and accounting experts. Unlike some accounting and tax software, Formations isn't a "DIY" solution. We're here to take work OFF your plate.
Want to talk to a human? No problem:
A Business Structure Optimized for Savings
We create the most tax-advantaged business structure for you based on your location, industry, household, and income, then manage it year-round. This includes:
- Business setup at the state and federal level
- Business banking connection
- Ongoing entity management and compliance
- Automated payroll
Ongoing and Proactive Tax Management
Formations tax optimization is a proactive tax strategy designed to ensure you take advantage of all deductions and credits available to you and your business, maximizing your savings.
- Automated bookkeeping
- Effortless expense management
- Real-time visibility into your tax liability
- Smart tax payments
Access to Expert Advice When You Need it Most
Life is unpredictable, and when you need expert advice, we're here for you. Whether you want live interactions, one-on-one chats, or on-demand content, our resources are available when you need them most.
- Tax strategy tailored to you
- On-demand knowledge base & support
- Live education sessions monthly
- Tax resolution
Tax Savings You Can Bank On
Nobody likes surprises, especially from the IRS. Ditch the stress and know exactly how much you will owe at any given point in time with Formations.
- Predictive tax liability
- Personalized tax-strategies
- Tax preparation & filing for your business
- Optional personal filing is available as an add on
