Case Study: Ricki Stevens achieves financial peace of mind with Formations

Ricki Stevens - Customer Case Study

Ricki Stevens, a real estate agent in Phoenix, Arizona, saw her business finances become increasingly complex as her operation grew, leading to rising self-employment tax liability and overwhelming, costly financial management. She turned to Formations for help with managing her back-office financial needs.

Formations helped Ricki automate her financial processes, reduce stress, and gain peace of mind while saving time in her day. Ricki said her financials were “1000% improved,” tax season went from “TERROR” to “BLISS,” and she also realized meaningful year-over-year self-employed tax savings with Formations.