Contact

The fastest way to get clarity.

Book a 25-minute discovery call below, send us a note, or reach out the old-fashioned way. We respond quickly during the work week.

Send a note

Tell us what's going on — we'll write you back.

The fastest way to reach us is plain email. A few sentences about your business, current setup, and what brought you here is plenty — we'll take it from there.

Helpful to include
  • A one-line description of what you do
  • Rough revenue range (helps us scope a fit)
  • What you'd like to be different a year from now
Email us
info@lucidcpa.com
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Existing clients
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Where we are
Twin Cities & River Falls area · serving clients nationwide
Frequently asked

Questions, straight answers.

The things people ask before they sign on — and what we tell them.

Not finding yours?

Four kinds of clients, mostly. Content creators with multi-platform income, small business owners with real teams and books, real estate investors with rentals and 1031s, and high-net-worth individuals with multi-state or multi-entity returns. The common thread: you're not looking for a once-a-year filer.
Yes. We're a fully virtual practice serving clients in 24+ states. Everything happens through a secure portal, scheduled calls, and email. We file federal and state returns for any U.S. state.
Most CPAs are reactive — you send them documents in March, they file a return in April. We're proactive: a written tax plan in October, a mid-year check-in, and an open line all year. Communication is the product.
Engagements typically range from $1,500 for individual tax planning and prep to $10K+ a year for full-service business clients including monthly bookkeeping, tax planning, and prep. You'll know exactly what you're investing before you sign anything — no mystery bills.
Now, if you're asking. Seriously — the further into the year we are, the harder it is to capture the planning value. Late summer through October is the highest-ROI window. We can onboard mid-year and pick up prior-year cleanup too.
No — the discovery call is to see if we're a fit. It's a real conversation about your situation, not a sales script. If we're a fit, you'll get a written proposal with scope and pricing. If not, we'll point you somewhere better.
Always. The best results come from a team that talks to each other. We coordinate routinely with CFPs, estate attorneys, and payroll/HR providers. If you don't have those folks yet and need referrals, we have a short list of people we trust.
Quickly — being responsive is the whole point. You get a direct line to a real CPA who knows your file, not a chatbot, and we don't go quiet between filings.