Formations
27 Case Studies
Case Study: eXp Realty’s Lia Watson saves tens of thousands in taxes with Formations
A Formations Case Study
EXP Realty - Customer Case Study
Lia Watson, a Real Estate Broker at eXp Realty, needed a more effective way to manage the financial and tax side of her business while staying focused on serving clients. She was looking for support with bookkeeping, payroll, tax filing, and S-Corp management, along with guidance tailored to the real estate industry.
Formations provided proactive, real-estate-specific accounting and tax support, including bookkeeping and reconciliation, payroll, tax planning, and compliance help. With Formations, Lia says she saved tens of thousands of dollars in taxes each year, gained peace of mind, and was able to reinvest more money back into growing her business while reducing admin stress and avoiding IRS issues.
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eXp Realty
Lia Watson
Real Estate Broker
"Using Formations saved me over $10k in my first year using them. That frees up more money to put towards growing my business”