RECOMMENDATION: LLC Management
Our LLC Management package includes entity formation and registration (LLC), business banking, tax management (1040 + Schedule C or 1065), expense tracking, and everything else the Formations platform offers, with basic support, and live group training.
The LLC Management plan is $199/month with an annual prepayment, or $219/month if paid monthly.
👇🏼COMPARE ALL PLANS👇🏼
Formations customers are successful when they optimize for taxes year-round. To ensure this success, all plans have annual commitments.
Save 10% when you pay annually!
LLC Management
$199219 /month /month
Basic LLC formation and management, digital expense tracking, and tax prep & filing optimized for your individual return.
Digital (S-Corp)
$350389 /month /month
Best for simple businesses-of-one who are comfortable interacting primarily with the Formations software.
Standard (S-Corp)
$525583 /month /month
Best for businesses-of-one who are comfortable with software but can benefit from some human support and guidance.
Platinum
$10001000 /month /month
Best for complicated businesses-of-one that require more hands-on support and service than product.
LLC Management
Digital (S-Corp)
Standard (S-Corp)
Platinum
Business Formation
Tax Management
Bookkeeping & Accounting
Professional Services & Support
GET PEACE OF MIND
I recommend Formations to everyone I know who operates a small business, especially agents.
Steven Cozza
Real Estate Agent, CompassThe 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. ScottFAQ
How does pricing work?
Our pricing is subscription-based. Whether you select quarterly or annual billing, we require a 12-month commitment because we handle your business financials and tax filings for the entire year.
Our pricing does not include federal and state fees (such as fees and taxes charged by your city, state, or the federal government), incorporation fees (setup and renewal), and banking fees.
You have the ability to change your pricing plan at any time.
What do I need to get started?
You'll need your personal and business information to get started with onboarding. You'll have access to onboarding via your Formations dashboard and can complete the information when it's most convenient for you. After signing up, you will be prompted to schedule a call to discuss the next steps and answer any questions.
How do I know which plan is right for me?
Each plan lists what's included with a description of services, but if you're unsure, the Formations team is happy to help. Choose whatever plan seems the closest to what you need, and then schedule a call to meet with an expert and discover which package would be best for your business. Don't worry, you're not charged until you start using Formations, and you can change your selection at any time.
Will Formations file my personal tax return?
Yes! Personal tax filings (1040 returns) are included in the price of each package.