Lettuce + Formations

Unlock Tax Strategy and Guidance with Formations

Lettuce has partnered with Formations to offer 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.

Formations + Lettuce Platform

Schedule a call to get started

Meet with a Formations expert to explore scenarios and plan your next best move.

Scale Confidently with formations

Whether you’re managing multiple entities, expanding across state lines, or simply need a human-first approach to financial management, we deliver the power, expertise, and personal support your business deserves. With Formations, you'll get: 

  • Dedicated expertise: Work one-on-one with a team of tax and accounting professionals who know your business inside and out.
  • Seamless operations: Get integrated payroll, benefits, and compliance support for growing teams.
  • Strategic tax advisory: Access advanced guidance, including multi-state and multi-entity structures to stay compliant and optimized year-round.

Trusted by 1,500+ Customers Nationwide

Nicole-Zolnowski

“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.”

Nicole Zolnowski

Founder, My Real Estate Transaction
Manny C - Formations Customer

"With Formations you get the best parts of a great bookkeeper and accountant. Their team is more personal, more genuinely interested, and more knowledgeable than other preparers I've worked with."

Manny Cumplido

Consultant, MODAL Sales Group
484d8087-a338-4838-b660-f6e5b6485236_steven-min

I recommend Formations to everyone I know who operates a small business, especially agents.

Steven Cozza

Real Estate Agent, Compass
Monica_Multani_new

The greatest value of Formations is having visibility into bookkeeping, payroll, and my taxes all in one platform, which is the most helpful as my income changes from month to month.

Monica Multani

Gastroenterologist Physician
Jeremy-Martini

"Formations is always there to answer all my questions. They’ve given me peace of mind with my expenses, providing a great service to allow me to focus on growing my business and have really helped with saving on taxes."

Jeremy Martini

Real Estate Broker, John L. Scott

formation platform overview

Questions?

Will you file my taxes?

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.

Can I get rid of my accounting software?

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.

How do I know if Formations is right for me?

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

A smarter way to manage taxes

Formations simplifies tax management with the tools and expert support self-employed pros need to stay compliant and stress-free.