LLC MANAGEMENT

Run Your Business with Confidence

Formations LLC Management package gives you everything you need to set up and manage your LLC efficiently, on a monthly basis. Formations equips you with a business bank account, and either creates or transfers your LLC so you can track expenses, categorize for tax savings, and we'll even file your 1040 for you!

You can see more specifics below, but if you're ready to get started, LLC Management is just $199/month when you pay annually. 

Setup and Formation:

  • LLC creation and registration (if necessary)
  • Business Bank Account Setup and Connection
  • Formations platform onboarding
  • LLC Changes / Amendments

Ongoing Support and Automation:

  • Formations financial management platform
  • Digital bookkeeping with real-time updates and reconciliation
  • Connection of up to 5 business banking and credit card accounts
  • Entry of reimbursement for business use of personal funds
  • Verification of unknown transactions
  • Dedicated client success team
  • Weekly 'Hit the Expert' tax strategy sessions
  • Filing 4868 Extension for more time to file personal return if needed
  • Preparation and filing of annual 1040 Federal Tax Return
Get Started with Annual Payment ($199/mo) Pay Monthly ($219/mo)
Formations Dashboard
Screenshot 2024-10-23 at 11.27.12 AM

What our customers say

"A lot of the stress of handling any of the finances or taxes is completely off of me, and I get to focus on doing what I do best, I really feel like Formations is a partner with my business.”

Matthew Jones
Matthew Jones, Founder & Executive Producer

“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.”

Screenshot 2024-06-03 at 10.27.41 AM
Nicole Zolnowski, Real Estate Agent

"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."

Steven Cozza
Steven Cozza, Real Estate Agent

About Formations

Formations is a tax and accounting platform designed for self-employed professionals and small business owners. Trusted by thousands of entrepreneurs, we take the stress out of managing taxes and financials, allowing you to focus on what matters most—growing your business. By partnering with Formations, our clients save time on back-office tasks and, on average, keep an additional $14,000 in their pockets each year through a proactive financial strategy.

Formations

Curious how much money you could keep in your pocket? 

Try our tax calculator to see if you're overpaying taxes.