BAM + Formations

Financial Software for Real Estate Agents

The tax system is not designed for the self-employed to succeed, but Formations is.

Thousands of customers increase their take-home by an average of $11K each year. Ready to start saving?

Formations Dashboard

What You Get with Formations


Protection + Compliance

We create a tax-advantaged business structure based on your location, industry, household, and income and then manage it year-round.


Better Visibility

Formations will connect your business bank account and automate your bookkeeping so you get better visibility and maximize deductions.


Year-Round Guidance

Whether you want live interactions, one-on-one chats, or on-demand content, our resources are available when you need them most.


Tax Savings

Nobody likes surprises. With Formations, you can ditch the stress and know exactly how much you will owe at any given point in time.

What our customers say

"To be successful in real estate, realtors must create consistent daily habits - which then translate into powerful systems. Formations became that "powerful system" for me."

“Formations has helped by restructuring the way I file taxes, saving me thousands per year while providing monthly bookkeeping and just being a general financial sounding board.”

"Having less stress with my business has been the greatest value. Their support team is incredible, and I’ve learned I need to leave my taxes up to the professionals and with an experienced group."

Copy of Last Minute Tax Strategies

Formations is a Positive ROI for Your Business

If you're a 1099 professional making more than $80k per year, Formations will pay for itself in tax savings alone. Not to mention, you get access to better benefits and professional advice year-round, all while increasing visibility into your financials and getting peace of mind knowing you never have to worry about taxes again.

Learn More


Will you file my taxes?

Yes! As part of your subscription, Formations will file your business and personal taxes. One advantage of following our playbook is that tax season will be a non-event. We are on a mission to "cancel tax season" and as a customer, your taxes will be prepared seamlessly.

Can I get rid of my accounting software?

Yes! With Formations, you will no longer need to pay for bookkeeping, accounting, payroll services, or tax preparation. Formations will handle it all in one convenient solution.

Can I change my plan later?

Yes! After you select 'Get Started,' we will guide you through a series of questions to help you discover which plan is best suited for you and your business. You'll be able to make changes at any time.

How do I know if Formations is right for me?

If you are self-employed, making more than $80k per year with less than 5 W2 employees, Formations is the solution for you.