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Lucida

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

08/26/2026

With only a few months left in the year, now is the time to remind your employees about an incredible opportunity to reduce their tax burden and build long-term wealth.

Here's what your team needs to know:

⏰ Deadline: Contributions must come from payroll by December 31, 2026. That means employees need to adjust their payroll deferrals now to spread the increase across remaining paychecks.

⏰ Deadline: HSA contributions can be made until April 15, 2027, but encouraging employees to contribute through payroll (pre-F**A tax!) before year-end maximizes savings.

Why does this matter?

• 401(k) contributions lower taxable income dollar-for-dollar and grow tax-deferred.
• HSAs are triple tax-advantaged. Contributions are tax-deductible, growth is tax-free, and withdrawals for qualified medical expenses are tax-free. No other account offers all three.
• The new "super catch-up" for employees ages 60–63 is brand new under SECURE 2.0. Many employees don't even know it exists yet. If you have team members in that age range, a quick heads-up could mean an extra $11,250 sheltered from taxes this year.

What should you do as an employer?

1. Send a reminder to all employees about current limits and how to adjust their payroll deferrals.
2. Highlight the super catch-up — it's new and widely overlooked.
3. Encourage HSA payroll contributions over direct contributions to capture F**A tax savings.
4. Connect employees with your benefits administrator or accountant if they need help running the numbers.

The end of the year comes fast. A simple reminder today could make a meaningful difference in your employees' financial futures.

Questions about how to communicate this to your team? Reach out — we're happy to help.

08/25/2026

August is here, and so is another round of celebrations for Team Lucida! 🎉

We're excited to recognize the incredible team members marking work anniversaries this month. Each milestone reflects the trust you've earned, the expertise you've developed, and the impact you've made for our team and our clients.

Thank you for showing up and making this team better every single day. Here's to everything still ahead! Congratulations to our August anniversary honorees! 🥂

08/21/2026

Nothing brings a team together quite like a good trivia night! A huge thank you to MKE for hosting such a fun afternoon. It was great to step away from the desks and spend some time together as a team, and a big congrats to Team Broccoli Heads for coming out on top! Already looking forward to the next round!

08/18/2026

New team member alert! 🎉 De'Andra Tucker has joined our Audit Team in Brookfield, and we're so excited to have her. De'Andra brings years of assurance experience, a sharp eye for risk and compliance, and a knack for using data analytics to work smarter. Welcome aboard!

08/13/2026

How many hours a week does your team spend on repetitive bookkeeping tasks — entering the same invoices, categorizing the same transactions, chasing the same late payments?

What if most of that just… happened on its own? QuickBooks Online has powerful automation features built right in — and most businesses aren't using them. Here's what you might be missing:

🔁 Recurring Transactions
Set up templates for invoices, bills, and journal entries that repeat on a schedule. Weekly, monthly, quarterly — QuickBooks handles it, so you don't have to remember.

🏦 Bank Rules
Teach QuickBooks to automatically categorize your bank transactions. Once a rule is set, incoming transactions are sorted without lifting a finger.

📬 Automatic Invoicing & Payment Reminders
Schedule invoices to go out on a set cycle and let QuickBooks follow up on overdue payments for you. Less awkward chasing, more consistent cash flow.

📸 Receipt Capture
Snap a photo of a receipt, and QuickBooks pulls the details — vendor, amount, date — right into your books. No more shoeboxes of paper at year-end.

📊 Scheduled Reports
Need a Profit & Loss every Monday morning? Set it and forget it. QuickBooks can email key reports to you on a recurring schedule.

💰 Payroll Automation
If you're using QuickBooks Payroll, pay runs, tax calculations, and direct deposits can be automated — reducing errors and saving hours each pay period.

🤖 AI-Powered Categorization (New in 2025)
QuickBooks now uses AI to suggest transaction categories, flag potential duplicates, and surface items that are "ready to post" — making reconciliation faster than ever.

The Bottom Line:
Automation doesn't replace good accounting — it frees you up to focus on it. Less data entry. Fewer errors. More time for the work that actually grows your business.
Not sure where to start? Team Lucida can help. We work with clients every day to set up and optimize these QuickBooks automations — tailored to how your business operates. Whether you're brand new to QuickBooks or just not using it to its full potential, we'll get you there.

📩 Reach out to us to learn more about how we can streamline your bookkeeping.

08/04/2026

Payroll is more than just paying employees—it's about accuracy, compliance, and having a team you can trust.

At Lucida, we provide dedicated payroll support, an easy-to-use online portal, detailed reporting, and personalized service designed to make payday stress-free. Let us handle payroll so you can focus on what matters most: running your business.

07/31/2026

This month brings a wave of exciting milestones for Team Lucida. We are thrilled to honor these remarkable individuals!

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 are together at Lucida.

We appreciate your hard work, dedication and the positive influence you bring each day. We are thankful to have you as part of our team and eagerly await what lies ahead!

Congratulations to all our team members celebrating anniversaries this July. 🎉

07/23/2026

Eligible taxpayers in covered disaster areas have until November 2, 2026 to file federal tax returns and make federal tax payments.

Individuals and households that reside in Bayfield, Brown, Buffalo, Iowa, Jackson, Jefferson, Juneau, Kenosha, Kewaunee, Manitowoc, Marathon, Milwaukee, Outagamie, Racine, Rock, Sauk, Vernon, Washington, Waukesha, Waupaca, and Winnebago counties, as well as the Oneida Indian Reservation qualify for tax relief.

Depending on the situation, this relief applies to:
• Individual tax returns.
• Business tax filings.
• Tax payments.
• Quarterly payroll tax returns.
• Certain excise tax returns.

In some cases, even taxpayers outside the disaster area may qualify if the records needed to meet a tax deadline are located in the affected area.

At Lucida, we know that disaster-related tax relief can be helpful, but it can also raise a lot of practical questions for individuals and business owners who are already dealing with enough. Our role is to help clients understand what applies to them, what deadlines may have changed, and what actions still need attention.

This is a good time to review your filing obligations, gather your records, and confirm whether any action is needed. If you were impacted by the Wisconsin storms, now is the time to ask questions and get clarity. Lucida is here to help!

Read more at the link pinned in the comments.

07/22/2026

IRS Raises Standard Mileage Rates Midyear: What You Need to Know - July 2026

The IRS has announced a midyear bump to the standard mileage rates for business, medical, and moving travel, retroactively effective to July 1, 2026. The adjustment, issued in IRS Announcement 2026-11, allows for recent increases in fuel prices and applies to all qualifying travel on or after July1st, 2026.

Mileage rates are typically set once a year. However, when fuel costs shift significantly during the year, the agency may step in with an interim adjustment. That's exactly what happened here; rising gas prices prompted the IRS to revise rates upward at the halfway mark.

If you or your clients track mileage for tax purposes, make sure your records reflect the rate change as of July 1. Mileage logs should clearly distinguish between first-half and second-half travel to ensure accurate deductions at filing time.

For full details on the rules governing standard mileage rates, see Revenue Procedure 2019-46.

07/21/2026

July 9th marks another year of Lucida, and what better way to celebrate than with our incredible team at a Lake Country DockHounds game! ⚾

From cheering on the home team to enjoying time together outside the office, it was the perfect way to celebrate everything we've accomplished and the people who make it all possible.

THANK YOU to our amazing team for your hard work, dedication, and commitment to our clients and one another. Here's to many more years ahead! 💙🎉

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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