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: 

Here for EVERY self-employed pro:

 

What can Formations do?

Launch your business

Start your professional business the right way with our complete Business-in-a-Box package:

  • LLC Formation
  • Business Bank Account
  • Registration Packet
  • EIN Registration
  • Beneficial Ownership Information Report 
Manage your business

Focus on your business while we handle the financial details with LLC Management:

  • Everything in Business-in-a-Box
  • Bookkeeping & Expense Tracking
  • Tax Planning & Filing
  • Financial Reporting
  • 1040 Prep and Filing

Maximize your savings

Optimize your tax strategy and unlock greater savings with S-Corp management:

  • Everything in LLC management
  • S-Corp Election (when relevant)
  • Payroll Management
  • Tax Strategy Optimization
  • Reasonable Compensation Analysis
  • 1040 and 1120s Prep and Filing
  • Average Savings: $14,801/year

Prep and file your taxes

Expert tax preparation and filing for all business structures:

  • 1120S Preparation
  • 1065 Partnership Returns
  • 1040 Schedule C
  • State Tax Filing

Provide strategy and advice

Strategy and advice from certified tax and accounting experts. 

Don't Worry, Be Tax Happy 🙂

Formations takes the hassle out of tax compliance and optimization. Our team will help you create a tax-efficient structure, then manage it to ensure full compliance with state and federal regulations. But we don't stop there. Our platform helps you stay on top of income, expenses, and tax liability. We'll guide you through personalized strategies and handle all your business's annual tax prep and filings with precision.

A Business Structure Optimized for Savings

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
Transactions

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

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

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

Partnering with Best-in-Class Technology

We partner with leading technologies to bring visibility and action into your business and taxes like never before. Can you say that about your CPA?

Access everything you need through our trusted partner network.

Is Formations for you?

See if Formations is a good fit for you by completing our application to join. If your business can benefit from Formations, pick the package that best fits your needs, and continue to the dashboard to setup your profile.

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