Formations

“I started with Formations very early on in the business as I immediately saw the value of devoting all my time to increasing revenue and profit.”

“"Formations removed the stress of keeping up with admin work like payroll and taxes. This gives me peace of mind and allows me to focus on my real estate business."”

“"Formations removed the stress of keeping up with admin work like payroll and taxes. This gives me peace of mind and allows me to focus on my real estate business. Using Formations saved me tens of thousands of dollars in taxes. That frees up more money to put toward growing my business. I could not be happier with my decision to use Formations!"”

“"Formations took the time to answer my questions, and there were many! That was something I appreciated so much- they were always there willing to talk, advise and give guidance no matter how many times I asked. If my Customer Success Manager didn't have an answer she made sure to connect me to a tax professional who did. I feel like I have a team supporting me and my business. Having a trusted accounting team like this gives me tremendous peace of mind. Formations explained my financials to me in a way I was able to understand; something my prior CPA was unable to do".”

““Formations niche expertise in working with real estate professionals has been a game changer for my business. Each year they have helped identify strategies that have saved me tens of thousands of dollars in taxes, allowing me to reinvest that money back into growing my business. Their guidance is proactive, knowledgeable, and tailored specifically to the real estate world. The are responsive , professional and always answer questions so I fully understand.”

“"Working with Formations has been a game changer for my business. Each year they have helped identify strategies that have saved me tens of thousands of dollars in taxes, allowing me to reinvest that money back into growing my business."”

““I would recommend Formations to anyone who doesn’t absolutely love managing their taxes and payroll themselves. If you want to keep more of your money – you should call Formations!””

““If it wasn’t for Formations, I would still be in a library searching on how to set up an S-Corp.””

“"Formations is managing my business tax and accounting. The team is awesome, so I’ve asked them to do my personal taxes as well.””

““I heard about Formation from one of my colleagues and knew this is exactly what I was looking for. I joined Formations to simplify the back-end operations of my business.””

“”Formations is a wonderful solution for me! I love how technology-focused they are!"”

““The Formations team gave me guidance in opening my own business in the United States by getting me acquainted with IRS rules and regulations. I joined Formations in order to expand my business and offer my services in the United States, as well as to help me take care of the bookkeeping, taxes, and financial planning.””

““Formations helped me understand how to run a business in the United States. They are helping me manage my finances by keeping my books in order and closely monitoring my account.””

“"Taxes are complicated, and I am glad they are there for me! They have been a tremendous resource of support."”

““Formations takes care of everything my business needs from a compliance standpoint and their support has been wonderful. Their customer service is excellent. The CEO even hopped on Zoom to speak with me and answer a complex question about my business finances."”

““After a few growing pains learning how the system works, I have found Formations to be very helpful. They have taken a lot of stress and admin away regarding running a business and filing all my business and personal taxes"”

““With the help of Formations, I was able to start my own 401(k) and match it, and create a business plan moving forward, so I can invest in my future.””

“"For years I’ve been doing my books by myself and was always finishing them later than I should have. Thanks to Formations’ help, I’m going to be a lot more organized. Formations will also make sure that I don’t fall behind with tax payments and filing my taxes".”

““Formations is keeping my business compliant by helping me understand IRS regulations. They made sure that my LLC business license is valid.””

““Formations is actually an extension of our business. It is a service we need in order to facilitate being an S-Corp. Formations takes care of our financial data and taxes. We no longer have to worry about bookkeeping and taxes"”

““Formations gives us peace of mind for our business. Formations saved us countless hours we used to spend documenting and categorizing expenses each month and year. These activities are the least enjoyable of being a real estate broker and small business owner.””

“I've worked with four other companies in the past and by far Formations exceeds what they were doing for me.”

“The customer success team is always great and on it! I get all my questions answered and more. Everyone has been amazing and helps break down what I need to be answered. Thank you!”

“The breakdown of my finances allows me to see where we are spending our business money the most. By offloading some of this backend work, they’ve freed up my time to allow me to focus on growing the business. I recommend Formations all the time.”

“The communication is a huge value-add; they are always on it which is amazing. They’ve helped with taking the day-to-day bookkeeping off my plate which has allowed my business to grow.”