Case Study: Cozza Team gains tax savings and peace of mind with Formations

Cozza Team - Customer Case Study

Steven Cozza of the Cozza Team, a real estate agent with Compass, needed help getting his business set up correctly for taxes. Before working with Formations, he was overpaying and dealing with poor advice that left him stressed and unsure whether his operation was structured properly.

Formations helped Steven restructure his business and take control of his finances, which reduced stress and put more money back into his pocket for marketing and team support. As a result, he now sees his business as a true business, with tax and financial support from Formations giving him peace of mind and freeing him to focus on growing his team and serving clients.

Cozza Team

Steven Cozza

Real Estate Agent