Lucida Provide clarity, transparency and peace of mind in navigating complexities of financial management.

This Fourth of July, we celebrate the values that unite us—freedom, opportunity and the strength of our communities. We ...
07/04/2026

This Fourth of July, we celebrate the values that unite us—freedom, opportunity and the strength of our communities.

We are grateful for the trust our clients place in us, the dedication of our team and the relationships that allow us to make a meaningful impact every day.

As you celebrate with family and friends, we wish you a safe, relaxing and enjoyable Independence Day.

Happy Fourth of July!

Happy Father's Day to all the dads celebrating today.Thank you for the guidance, support and encouragement you provide b...
06/21/2026

Happy Father's Day to all the dads celebrating today.

Thank you for the guidance, support and encouragement you provide both at home and in our communities. The impact of strong role models extends far beyond a single day.

We hope you have a wonderful Father's Day spent with family and loved ones.

Honoring freedom, unity, and achievement —today and always.Happy Juneteenth!
06/19/2026

Honoring freedom, unity, and achievement —today and always.

Happy Juneteenth!

May is bringing some exciting milestones across Team Lucida and we’re proud to recognize the incredible people celebrati...
05/29/2026

May is bringing some exciting milestones across Team Lucida and we’re proud to recognize the incredible people celebrating work anniversaries this month!

Please join us in celebrating:

• Kasi Yeachuri – 1 year
• Alex Setzer – 2 years
• Megan Cardenas – 4 years
• John Erzberger – 7 years
• Isaac Reiter – 7 years

Every anniversary represents the relationships built, knowledge shared and contributions made to both our team and our clients. Whether it’s one year or seven, each milestone matters and helps shape the culture we continue building together at Lucida.

Thank you all for your hard work, dedication and the positive impact you make every day. We’re grateful to have you as part of the team and look forward to what’s ahead!

Congratulations to all of our May anniversary team members!

05/19/2026

Lucida is honored to share that for the second year in a row, Carl Marzolf, CPA, MST, CVA has been recognized on the Forbes 2026 America’s Best-In-State CPAs list.

This national recognition reflects Carl’s decades of expertise, leadership and dedication to helping clients navigate complex tax and financial decisions with confidence. Those of us who work alongside him every day see firsthand the care, knowledge, and steady leadership he brings to clients and the entire Lucida team.

This recognition also highlights the incredible talent across Lucida as a whole. With more than 39 CPAs and experienced professionals across our Brookfield, Madison, Mequon and Lake Geneva offices, the Lucida team brings deep technical knowledge along with a strong commitment to personalized service and long-term client relationships.

To learn more about Lucida and the talented professionals who support our clients each day, visit lucida.com.

There’s no single way to define what it means to be a mother—but the impact is always meaningful.From early mornings to ...
05/10/2026

There’s no single way to define what it means to be a mother—but the impact is always meaningful.

From early mornings to long days, from quiet support to constant encouragement, the role carries into every part of life, including the workplace.

Today, we recognize and appreciate the mothers and caregivers on our team and in our communities.

Wishing you a well-deserved day of appreciation.

At the end of every tax season, one thing stands out more than anything else—the people.Our De-Tax Party was a chance to...
05/01/2026

At the end of every tax season, one thing stands out more than anything else—the people.

Our De-Tax Party was a chance to step back and recognize the effort, consistency and teamwork that defined this past season.

Success in our industry isn’t just about deadlines met. It’s about how teams support each other through the process, how challenges are handled and how people show up for one another day after day.

We’re proud of the work. Even more proud of the team behind it.

🌟 Celebrating Our April Work Anniversaries 🌟This month, we’re shining a spotlight on three incredible team members who c...
04/30/2026

🌟 Celebrating Our April Work Anniversaries 🌟

This month, we’re shining a spotlight on three incredible team members who continue to make our firm brighter every day:

✨ Mark Porter – 2 Years
✨ Sarah Dobratz – 3 Years
✨ Jon Linton – 3 Years

Mark, Sarah and Jon each bring dedication, expertise and a steady commitment to excellence that strengthens not only their work, but the entire team around them. Whether supporting clients, collaborating internally or stepping up when it matters most, they consistently help move us forward.

At a firm whose name represents the brightest star in the sky, it’s fitting that we celebrate the people who help us live up to that meaning. Your hard work, positive energy and reliability do not go unnoticed.

Thank you for your contributions, your teamwork and the impact you make every single day. We’re grateful to have you as part of our story and excited for what’s ahead.

Please join us in congratulating Mark, Sarah and Jon on their milestones! 👏🌟

Today we celebrate the people who make it all work.On Administrative Professionals Day, we want to recognize the individ...
04/22/2026

Today we celebrate the people who make it all work.

On Administrative Professionals Day, we want to recognize the individuals who keep our offices organized, efficient and welcoming.

From managing calendars to solving last minute challenges to supporting both our team and our clients, our administrative professionals are the backbone of our daily operations.

Your work often happens behind the scenes, but its impact is felt everywhere.

Thank you for your reliability, your positivity and your commitment to excellence. We truly could not do this without you.

Happy Tax Day!April 15 marks the end of a busy season filled with complex returns and countless client conversations.Tod...
04/15/2026

Happy Tax Day!

April 15 marks the end of a busy season filled with complex returns and countless client conversations.

Today we want to recognize our incredible team. Your expertise, dedication and commitment to our clients never go unnoticed. The care you bring to every return, every question and every deadline makes a real difference.

Thank you for your hard work, your teamwork and your steady focus throughout this season. We are proud of what you accomplish together.

Here’s to a successful season and a well-earned moment to recharge.

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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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