SImplifying Taxes for a brighter tomorrow
Helping individuals navigate tax complexities to save time, eliminate surprises, and gain financial clarity — with a dedicated focus on the needs of everyday taxpayers.
↘ Decrease your tax bill
↘ decrease your risk
↘ Decrease your stress
No one wants to deal with their taxes
You feel like your taxes are just “good enough,” and you’re left wondering if someone could have helped you pay even less.
You’re frustrated that your current CPA won’t reply to your email, let alone meet to explain your tax return.
You get a sick feeling every April wondering if you need to look for a second job just to pay your tax bill.
You’re so busy balancing your career and personal life that you don’t even have time to think about taxes.
We’ll guide you toward a brighter tax future
Tax guidance //
We know how the 75,000 pages of tax code apply to your situation, so you can completely forget they exist.
Modern processes //
Taxes aren’t your job — get back to focusing on what you do best with our convenient, tech-driven processes and clear scheduling.
dedicated support //
No more feeling like a second rate client. We’re here to answer questions, provide insights, and help you plan for what’s ahead.
who we work with
By serving a niche group, we’re able to keep things simple and efficient, without compromising on great service.
we serve clients with…
✓ Employment Income (W-2)
✓ Investment Income (1099’s)
✓ Itemized Deductions
✓ Social Security Income
✓ Tuition or Student Loans
✓ Stock Options
we don’t serve clients with…
✗ Contracting Income
✗ Rental Properties
✗ Schedule C Income
✗ Cryptocurrency Income
✗ Schedule K-1’s
✗ Foreign Income
Services and pricing
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Tax Preparation
// $499
• Preparation of federal, one state, & one local tax return
• 15-minute video meeting to review return
• Year-round email access for questions
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Consultation Call
// $299
• A one-hour call with a detailed email action plan
• Example topics: stock option management, tax-efficient charitable giving, college savings plan optimization
-
Withholding Assistance
// $199
• Assistance completing your W-4 withholding election
• Guidance for estimated tax payments, if applicable
Our Process
01. Schedule a call
Book a time that works for you, and we'll make sure we’re the right fit to work together.
02. Pick your submission date
Select the date you’ll submit your tax info. This helps ensure we can get your return done without delays.
03. share your information
Get a personalized checklist and questionnaire to help you gather everything we need. We’ll follow-up with any questions.
04. Receive your return
Within 2 weeks, you’ll get an email with your completed tax return ready for review.
The lucid difference
Taxes don’t have to be a source of stress—we simplify the process with clear, efficient guidance. Our mission is to help everyday people get the most out of their finances. Drawing on corporate tax experience, we handle your returns with precision while making complex rules easy to understand. Our streamlined approach ensures you will feel confident and prepared when tax season comes around.