Case Study: HomeSmart Realty agent Kathryn Pettit achieves tax savings and business control with Formations

HomeSmart Realty - Customer Case Study

Kathryn Pettit, a real estate agent at HomeSmart Realty, wanted a simpler way to run her business, manage taxes, and set herself up for long-term financial stability. With Formations, she sought help organizing her S-Corp and reducing the stress of handling business and personal tax responsibilities.

Formations helped Kathryn set up an LLC and S-Corp structure, activate support for back-office tasks like bookkeeping, payroll, expense tracking, and tax filing, and stay compliant with IRS requirements. As a result, she reports major tax savings, less admin work, more time with clients, and the ability to start and match a 401(k) while building a business plan for her future.

HomeSmart Realty

Kathryn Pettit

Real Estate Agent