Launch Your Business
Start your professional business the right way. Let us handle LLC formation, EIN registration, and your business bank account setup.
Manage Your Business
Run operations smoothly with bookkeeping, invoicing, expense tracking, tax planning, and financial reporting.
Maximize Savings
From electing S-Corp status to optimizing deductions, our tax experts guide you through decisions that help customers save thousands each year.
Prep and File Your Taxes
Get peace of mind at tax time with expert preparation and filing for your business and personal taxes. Our team ensures accuracy and compliance so you can file with confidence.
Get Expert Strategy & Guidance
Work directly with certified tax and accounting experts who understand your business and will provide proactive guidance and tailored strategies.
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Access Self-Employed Benefits
Get access to full-time-level benefits like healthcare and retirement plans, helping you plan ahead and maximize your financial well-being.
A Business Structure Optimized for Savings
We create the most tax-advantaged business structure for you, tailored to your location, industry, household, and income, and 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 offers a proactive tax strategy designed to ensure you take advantage of all deductions and credits available to maximize 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
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
