Our Services

At Lucid CPA, we go beyond the numbers. Our services are designed to bring clarity and strategy to every part of your financial picture — from tax preparation and bookkeeping to proactive tax planning and business advisory.

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Tax Services

  • Accurate, timely returns that keep you compliant and positioned for smart planning.

  • Ongoing guidance to reduce surprises and make every financial move more efficient.

  • Proactive, personalized tactics designed to legally minimize your tax burden and maximize savings.

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Business Services

  • Clean, organized financials that give you a real-time picture of your business.

  • Insightful, forward-looking guidance to help you make confident, strategic decisions.

  • Reliable, streamlined payroll processing that keeps your team paid accurately and on time.

  • Precise sales tax tracking, filing, and compliance so you stay ahead of state requirements.

After submitting your form, you will be prompted to schedule an introductory call. This conversation gives us a chance to ensure we’re a fit.

Start by filling out our quick online form - it helps us learn about your goals, business structure, and current financial situation .

After our call, you’ll receive a clear outline of our recommended services and investment to partner together.

Ready to work together?

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Complete our Intake Form

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Connect

Plan & Investment Details