Your future is unpredictable, your taxes are not

Your biggest expense as a self-employed professional is your taxes. We help you manage them—predictably. Formations is a friendly yet powerful dashboard, designed specifically for the self-employed to maximize your tax savings, reduce annual liability, and prevent surprises.

Be the BOSS, not the Bookkeeper!

Be the BOSS, not the Bookkeeper!

You didn’t become independent to be a bookkeeper. Formations takes care of your bookkeeping, financial reports, entity renewals, transactions categorization, 1099 management, and tax payments, so you can focus on building and growing your business.

  • Maximum Savings
  • Minimum Liability
  • Zero Surprises
Cancel Tax Season

Cancel Tax Season

Taxes should be managed year-round. With Formations, you claim deductions, report on income and expenses, pay your tax estimates, and report on tax-changing events whenever they occur so that when filing season comes, you can file on time and not be surprised by a large tax bill. Are you ready to cancel tax season? Book a consultation below.

Book a Meeting

Why Formations?

Formations is a predictive tax and accounting solution designed specifically for self-employed to keep more of their income, reduce their annual tax liability, and prevent surprises. Our platform streamlines bookkeeping, payroll, and taxes, giving you the visibility and guidance to meet your goals with predictable savings year-over-year.

Joe Matz

DON'T WORRY, BE TAX HAPPY 🙂

Joe Matz | Senior Account Executive

Securely upload your previous year's tax return and get a free tax analysis.

Upload Documents
Book a Meeting

Sign Up for Our Newsletter