Financial Education for the Self-Employed

Formations offers complimentary tax and financial education to organizations, teams, and offices across the nation. We teach a variety of courses tailored to self-employed professionals on topics including, but not limited to:

  • Choosing the Best Business Structure
  • Proactive Tax Strategies
  • Deductions and Expenses
  • S-Corps Election and Management
  • and More!

Book an education session with us for 15 people or more, and as a token of our appreciation, we'll send you a $150 gift card.

It's our way of saying thank you for choosing to learn with us!



Deanne DeVries-1

"I took a class, actually, with a Formations Advisor, and I learned a lot about how through the S-Corp I am able to save tens of thousands more per year into my retirement." - Deanne DeVries, Real Estate Agent