Say Goodbye to Spreadsheets

Say Goodbye to Spreadsheets

Keeping track of expenses is essential—but it's not always easy. Receipts get lost, and notes get jumbled. That's where Formations comes in. Our platform is designed specifically for agents on the go, streamlining the process to help you maximize your tax savings.

120K

Net Income

$18,360 $7,344

Self-Employment Tax

Say Hello to Savings

In 2022, our average customer saved $11K on self-employment taxes. And by streamlining your back office, you get time back in your day to meet with clients and win listings. We also help with cash flow management so you don't have to stress when a closing gets extended or wonder where to move your funds on a big payday.

Trusted by Agents from Coast to Coast

Want to Learn More?

Join our webinar: How S-Corps Can Help Agents Save

Is Formations for You?

Meet with one of our consultants today to see how Formations will help you predictively save on taxes year-over-year, offer visibility and control of your business financials, and allow you to make better business decisions.

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