Growing businesses need expert guidance and hands-on support. With Formations, you get dedicated account management, direct access to experienced tax professionals, and personalized strategy sessions to optimize cash flow, minimize tax liabilities, and ensure full compliance.
Meet with a Formations expert to explore scenarios and plan your next best move.
Whether you’re managing multiple entities, expanding across state lines, or simply need a human-first approach to financial management, we deliver the power, expertise, and personal support your business deserves. With Formations, you'll get:
“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.”
"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.
"Formations is always there to answer all my questions. They’ve given me peace of mind with my expenses, providing a great service to allow me to focus on growing my business and have really helped with saving on taxes."
Formations simplifies tax management with the tools and expert support self-employed pros need to stay compliant and stress-free.