About Us
We're not the status quo—we got bored of it. So we're changing the way businesses of one are built.
Why We Started
Self-employed professionals are the largest segment of the US Workforce, yet they’re underserved and overlooked, with 90% of them overpaying on taxes. It's why we started Formations: To give the self-employed access, guidance, and help to make the most out of a financial system that was built for corporations, not individuals.
As a business leader deeply familiar with the complexities and roadblocks self-employed professionals face, and with 20 years of experience building one of the top tax and accounting firms in Seattle, Shahar Plinner knew there was a better way to serve the businesses of one.
In late 2019, with a passion for helping real people solve real problems, he brought his newly developed playbook to his best friend and SaaS marketing expert, Uri Bar-Joseph. Together they recognized the need for a holistic financial management solution for self-employed individuals, the fastest-growing segment in the workforce. In 2020 they launched Formations to bring the first predictive tax and accounting solution to the millions of self-employed workers across the United States.
Our Vision
To be the platform of choice for self-employed professionals to manage all of their financial needs.
Our Mission
Help the self-employed keep more of their hard-earned money and give them the peace of mind to focus on what they love most.
Our Core Values
We put people first
We're here for a reason
We make our own reality
Our Operating Principles
Work like you own the place
Earn trust every day
Be positive, stay positive
Embrace the challenge
Don’t be a superhero
Use intuition, seek evidence
Results matter
Never stop experimenting
Keep it simple and build for now
Make something you’re proud of
Leadership Team
Careers at Formations
We’re proud to help people do what they love. And when we're not changing the lives of our self-employed friends, we might be working from home alongside a furry companion, enjoying a catered lunch and massage in the office, or at our favorite charity on paid volunteer days. We're a people-first business, and it starts with us.
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