Lettuce | Formations

Lettuce partners with Formations for a premium tax and accounting experience.

Growing businesses need expert guidance and hands-on support. With Formations, you get dedicated account management, direct access to experienced tax professionals, and personalized strategy sessions to optimize cash flow, minimize tax liabilities, and ensure full compliance.

Whether you’re managing multiple entities, expanding across state lines, or simply need a human-first approach to financial management, our team is here to provide the expert insights and ongoing support you need—so you can focus on scaling with confidence.

"To be successful in real estate, realtors must create consistent daily habits - which then translate into powerful systems. Formations became that "powerful system" for me."

“Formations has helped by restructuring the way I file taxes, saving me thousands per year while providing monthly bookkeeping and just being a general financial sounding board.”

"Having less stress with my business has been the greatest value. Their support team is incredible, and I’ve learned I need to leave my taxes up to the professionals and with an experienced group."

Yes! As part of your subscription, Formations will file your business and personal taxes. One advantage of following our playbook is that tax season will be a non-event. We are on a mission to "cancel tax season" and as a customer, your taxes will be prepared seamlessly and optimized for savings.

Yes! With Formations, you will no longer need to pay for bookkeeping, accounting, payroll services, or tax preparation. Formations will handle it all in one convenient solution.

If you are making more than $80k per year with less than 5 W2 employees, Formations is the solution for you.

Unlock tax strategy and guidance with Formations

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What our customers say

Questions?

Will you file my taxes?

Can I get rid of my accounting software?

How do I know if Formations is right for me?