Formations
for Real Estate
Success Stories
“Formations has been GREAT as it’s a 1-stop shop for all my bookkeeping/taxes/money management needs. My prior CPA didn’t quite seem to “get” the real estate industry”.
Debbie Walter
Real Estate Agent, RE/MAX
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.
Brooks Glenn
Real Estate Broker, Windermere
“Formations helped me to take advantage of all the benefits I can get from filing as an S-Corp, that my previous Accountant never mentioned.”
Tania Carter
Real Estate Agent, Keller Williams
"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."
Jeremy Martini
Real Estate Broker, John L. Scott
“Formations has been GREAT as it’s a 1-stop shop for all my bookkeeping/taxes/money management needs. My prior CPA didn’t quite seem to “get” the real estate industry”.
Debbie Walter
Real Estate Agent, RE/MAX
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.
Brooks Glenn
Real Estate Broker, Windermere
Tax Savings for Real Estate Agents
Formations is a tax management solution designed specifically for agents to keep more of their commissions, reduce their annual tax liability, and prevent surprises. Our platform streamlines business structure, bookkeeping, payroll, and taxes to give you the visibility and guidance to meet your goals.
Calculate Your Savings
Say Goodbye to Spreadsheets
Keeping track of expenses is essential—but it's not always easy. Receipts get lost, and notes get jumbled. That's where Formations comes in. Our platform is designed specifically for agents on the go, streamlining the process to help you maximize your tax savings.
120K
Net Income
$7,344
Self-Employment Tax
Say Hello to Savings
In 2022, our average customer saved $11K on self-employment taxes. And by streamlining your back office, you get time back in your day to meet with clients and win listings. We also help with cash flow management so you don't have to stress when a closing gets extended or wonder where to move your funds on a big payday.
Trusted by Agents from Coast to Coast
Want to Learn More?
Join our webinar: How S-Corps Can Help Agents Save
Is Formations for You?
Meet with one of our consultants today to see how Formations will help you predictively save on taxes year-over-year, offer visibility and control of your business financials, and allow you to make better business decisions.
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