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

Lucida Tax & Accounting Solutions

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Brookfield, WI
Lucida Tax & Accounting Solutions

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

10/29/2026

The Brewers are World Series champs🏆 It was perfect timing for our Spirit Week Sports Day!

Stay tuned for our full Spirit Week recap - GO BREWERS!

10/28/2026

As Manufacturing Month wraps up, we’re sharing a tax strategy that’s easy to overlook.

If your business averages $32 million or less in gross receipts, the cash method of accounting could let you defer taxable income into a later year.

Our latest blog walks through how it works, with a step-by-step example.

Link to blog in comments below ⬇️

10/27/2026

Kind words like these make our day! 💙 Thank you, Angela, for trusting Lucida Tax + Accounting Solutions.

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! 👇

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. ⭐

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. 👇

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! 💪

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!

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!

Address

20633 Watertown Court
Brookfield, WI
53186

Opening Hours

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

Website

http://www.lucida.com/

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