Case Study: Professional Realty Services gains financial clarity and tax savings with Formations

Professional Realty Services - Customer Case Study

Rebecca Monge, a Realtor with Professional Realty Services, needed help bringing more organization and professionalism to her business. As a busy real estate agent focused on sales and client service, she struggled with back-office tasks like forming a corporation, bookkeeping, and payroll, and wanted a better way to manage taxes and compliance.

Formations helped Rebecca set up an LLC and S-Corp and provided ongoing support for expense tracking, bookkeeping, payroll, and tax filing. With Formations, she gained tax savings, reduced audit risk, and more peace of mind knowing her finances were handled by professionals, allowing her to focus on growing her business.

Professional Realty Services

Rebecca Monge

Realtor