Case Study: RE/MAX achieves business compliance and organized finances with Formations

RE/MAX - Customer Case Study

Jonathan Villalobos, Licensed Real Estate Broker at RE/MAX Eastside Brokers, had been struggling to keep his real estate business organized and compliant. He was mixing business and personal finances, falling behind on bookkeeping and tax work, and needed help understanding IRS requirements and keeping his LLC business license valid.

Formations stepped in to handle bookkeeping, payroll, monthly bank reconciliations, tax filing support, and compliance guidance. Formations renewed his delinquent business license, helped separate business and personal expenses, prepared PPP and SBA disaster loan documents, and cleaned up his books, helping Jonathan stay more organized, avoid penalties, and reduce the risk of falling behind on taxes.

RE/MAX

Jonathan Villalobos

Real Estate Broker