Case Study: Windermere Real Estate’s Nina Zerbo saves $60,000 in taxes with Formations

Windermere Real Estate saves $60,000 with Formations

Nina Zerbo, a real estate broker with Windermere Real Estate, faced the challenge of juggling her business growth with the immense administrative burden of managing her personal and business finances. This fragmented approach consumed valuable time and caused her to miss significant tax-saving opportunities. She turned to Formations for a comprehensive suite of integrated financial services to address this.

Formations implemented a solution that consolidated all of Nina's financial needs, including bookkeeping, payroll, and tax preparation. Proactively, the Formations team identified and facilitated a cost segregation study on her investment property, which she was previously unaware of. This resulted in an additional $60,000 in tax savings that year and reclaimed countless hours for Nina to focus on her core business, providing her with peace of mind and streamlined operations.

Windermere Real Estate