"With Formations you get the best parts of a great bookkeeper and accountant. Their team is more personal, more genuinely interested, and more knowledgeable than other preparers I've worked with."

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

"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."