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A Plan That Fits Your Style

Every plan includes Business Structure, Tax Management, Accounting Management, Payroll Management, Guidance & Advice, and access to Add-ons.

Digital

$350/mo

(with annual payment)

Best for simple businesses-of-one who are comfortable interacting with the Formations software primarily.

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Digital Plan Includes:

  • Personal 1040 filing ($1,000 value)

  • Entity management

  • Business tax management

  • Automatic bookkeeping

  • Payroll management for the owner

  • Online guidance & advice

  • Limited add-ons

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Standard

$525/mo

(with annual payment)

Best for businesses-of-one who are comfortable with software but can benefit from some human support and guidance.

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Standard Plan Includes:

  • Personal 1040 filing ($1,000 value)

  • Entity management

  • Personal & business tax management

  • Basic accounting management

  • Payroll management for owner and partner

  • Standard guidance & advice

  • Standard add-ons

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Platinum

$1000/mo

(with annual payment)

Best for complicated businesses-of-one that require more hands-on support and service than product.

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Platinum Plan Includes:

  • Personal 1040 filing ($1,000 value)

  • Entity management

  • Personal & business tax management

  • Full accounting management

  • Payroll management for owner and employees

  • Unlimited guidance & advice

  • Custom add-ons

Help me choose

DIGITAL

STANDARD

PLATINUM

ONBOARDING

Onboarding starts at $500 (one-time fee) and does not include entity setup.

Business Formation

Catchup Accounting

Business Banking

GET PEACE OF MIND

"Formations is always there to answer all my questions. They’ve given me peace of mind with my expenses, providing a great service to allow me to focus on growing my business and have really helped with saving on taxes."

Jeremy Martini

Real Estate Broker, John L. Scott

I recommend Formations to everyone I know who operates a small business, especially agents.

Steven Cozza

Real Estate Agent, Compass

The greatest value of Formations is having visibility into bookkeeping, payroll, and my taxes all in one platform, which is the most helpful as my income changes from month to month.

Monica Multani

Gastroenterologist Physician

"Formations is always there to answer all my questions. They’ve given me peace of mind with my expenses, providing a great service to allow me to focus on growing my business and have really helped with saving on taxes."

Jeremy Martini

Real Estate Broker, John L. Scott

I recommend Formations to everyone I know who operates a small business, especially agents.

Steven Cozza

Real Estate Agent, Compass

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