Lucida Tax & Accounting Solutions

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Lucida Tax & Accounting Solutions Lucida turns accounting, tax, and audit into tailored financial opportunities for small and mid-sized businesses.

Clean books, a clear view of cash, and a plan for 2027. 📅 Get there with our free 2026 Year-End Checklist from our Clien...
10/22/2026

Clean books, a clear view of cash, and a plan for 2027. 📅

Get there with our free 2026 Year-End Checklist from our Client Advisory Services team.

Link in the comments! 👇

October is Manufacturing Month, and here in Wisconsin, that’s worth celebrating! 🏭 Our communities are full of manufactu...
10/19/2026

October is Manufacturing Month, and here in Wisconsin, that’s worth celebrating! 🏭

Our communities are full of manufacturers doing remarkable work, from family shops in their second and third generations to teams investing in automation and people on the floor who take real pride in getting it right.

We’re proud to work alongside many of them, helping owners plan through tight margins, rising costs, and big decisions about equipment, expansion, and succession, so they can keep their focus on the floor.

To the owners, engineers, machinists, and everyone in between: thank you. You make what the rest of us rely on. ⭐

Your 401(k) audit just wrapped up. Before it fades from memory, take 10 minutes to start next year’s “hit list.” It’s on...
10/16/2026

Your 401(k) audit just wrapped up. Before it fades from memory, take 10 minutes to start next year’s “hit list.”

It’s one checklist of every document your auditor will need, with one person in charge of it. Plan sponsors who keep one spend less time chasing paperwork and more time running their business.

Our latest blog breaks down what goes on the list, when to bring in your TPA, and how to tell if it’s time for a new auditor.

Link in the comments. 👇

It’s October 15th: extension deadline day! 🗓️ To thank our incredible team for everything they’ve given this season, we’...
10/15/2026

It’s October 15th: extension deadline day! 🗓️

To thank our incredible team for everything they’ve given this season, we’re hosting a deadline day lunch at all four Lucida locations today. A moment to refuel, recharge, and reconnect before the final push.

To our team: thank you. Let’s finish strong! 💪

Turns out our team’s attention to detail doesn’t stop at the tax return or the audit trail! 🧩Our lunchroom puzzle is off...
10/13/2026

Turns out our team’s attention to detail doesn’t stop at the tax return or the audit trail! 🧩

Our lunchroom puzzle is officially DONE! Huge shoutout to the crew pictured here who pushed it across the finish line, and to everyone in the office who stopped by to add a piece or two.

Small breaks, shared wins, and a team that loves when everything fits together. On to the next one!

Would your team spot a fake payment request if it landed in their inbox today? The scams costing businesses the most ar...
10/07/2026

Would your team spot a fake payment request if it landed in their inbox today?

The scams costing businesses the most aren't high-tech. They're ordinary-looking emails and phone calls built to feel routine. A few good habits go a long way:

🔐 Add a second step to your logins
📞 Call a known number before changing any payment details
✅ Require two sign-offs to move money

Lucida's IT Manager Ian Heegaard shares five questions that could keep your business from becoming the next target. Blog post linked in the comments!

🌟 Our constellation just got a little brighter!Please join us in welcoming Max Raasch, the newest Senior Associate on ou...
10/05/2026

🌟 Our constellation just got a little brighter!

Please join us in welcoming Max Raasch, the newest Senior Associate on our tax team in Madison!

Max brings four years of public accounting experience helping businesses and individuals with tax compliance and planning, working with clients in real estate, construction, professional services, technology and beyond.

When he's not in the office, you'll find Max at the golf course 🏌️‍♂️

Welcome to Team Lucida, Max!

Look who stopped by! 🦅 W***y the Warhawk joined LOTS of University of Wisconsin-Whitewater accounting students at the Lu...
10/02/2026

Look who stopped by! 🦅 W***y the Warhawk joined LOTS of University of Wisconsin-Whitewater accounting students at the Lucida Tax + Accounting Solutions booth during this week's career fair. Thanks to everyone who came out to chat with our team!

Good news if you missed us: we're still accepting applications for Tax Internships in our Brookfield, Madison & Mequon offices. 📊

Apply today and start building your career with Lucida 👉 https://secure6.saashr.com/ta/6198993.careers?CareersSearch&lang=en-US

Audit, review, or compilation? If your CPA has used these terms and you just nodded along, you're not alone. 📄 Compilat...
10/01/2026

Audit, review, or compilation? If your CPA has used these terms and you just nodded along, you're not alone.

📄 Compilation: no assurance, best for internal use
🔍 Review: limited assurance, often what lenders ask for
✅ Audit: the highest assurance, often required by regulators and investors

Lucida's Audit Principal Kevin Gaffney, CPA breaks down which one your business needs 👇
https://www.lucida.com/audit-vs-review-vs-compilation/

Address

20633 Watertown Court
Brookfield, WI
53186

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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