Case Study: LIV Sotheby’s International Realty achieves financial peace of mind with Formations

LIV Sotheby’s International Realty - Customer Case Study

Audrey Will, a Broker Associate at LIV Sotheby’s International Realty, is an experienced Colorado real estate professional who needed help getting her business finances organized. As her practice grew and she stayed busy with clients, market research, and showings, she struggled to find time for bookkeeping, tax planning, and separating personal from business expenses.

Formations helped Audrey by setting up an LLC and S-Corp and providing bookkeeping, tax filing, monthly reconciliation, payroll processing, and ongoing compliance support. With Formations, she gained peace of mind, more time to focus on clients, and expects significant tax savings, while also benefiting from access to experts and a more professional business structure.

LIV Sotheby’s International Realty

Audrey Will

Broker Associate