No, bookkeeping and tax services are separate. You can choose to work with Lucid for either one — or both.

Pricing is based on your total monthly business expenses — the more you spend, the higher the pricing tier.

Tax service pricing depends on your entity type, required filings, and complexity, with an average fee of around $2,000.

Lucid offers Federal and State income tax filings, Delaware Franchise Tax filings, 1099–NEC submissions, and more.

Eligible startups typically receive about 10% back on qualifying expenses such as wages, contractor costs, infrastructure, legal fees, and supplies — averaging $50,000 in annual Federal R&D credits.

Lucid offers two main plans for businesses:

• Lucid Plan: Starting at $150 per month, this plan is designed for businesses that need basic financial planning and bookkeeping services. It includes features such as dedicated bookkeeping experts, accurate monthly books, year-end tax-ready financial packages, and P&L and balance sheet reporting.
• All-in-One Plan: Our comprehensive solution includes everything you need to keep your books clean and your business on track. It offers unlimited communication with your bookkeeping team, scenario planning, real-time insights, and automatic updates based on live data. For pricing details, please inquire.

Lucid offers scenario planning as part of our all-in-one solution. This feature lets you model different financial outcomes, whether you're planning for growth, managing cash flow, or hiring new team members. All our plans, including the Starter Plan, allow for unlimited scenario planning.

Lucid is the first AI Financial Officer that generates and manages financial plans instantly. Our all-in-one platform delivers real-time insights, automatically updating your plans based on live data. This saves time and ensures you're always working with the most accurate and current information.

No. Even if your business isn’t profitable and owes no income tax, you can still claim the R&D credit to reduce payroll taxes.

Our fee is performance-based. We only charge a percentage of the savings — if we don’t save you money, you pay nothing.

Our R&D services are led by experts from top firms like EY, PwC, and KPMG. We’ve helped companies claim over $100M in credits using detailed and defensible studies.

Yes. However, only Georgia offers a payroll-based R&D credit. In other states, your business must be profitable and owe income tax. You can also carry credits forward.

The All-in-One Plan is our comprehensive solution that includes everything you need to keep your books clean and your business on track. It includes dedicated bookkeeping experts, accurate monthly books & year-end tax-ready financial packages, P&L, balance sheet, and 1099 reporting, unlimited communication with your bookkeeping team, Federal and State income tax filings, Delaware Franchise Tax filings, 1099–NEC submissions, and more, depending on your stage and needs. For pricing details, please inquire.

The Lucid Plan includes basic financial planning and bookkeeping services. It is designed for businesses that need a straightforward solution for their financial needs. Pricing starts at $150 per month.

If your U.S. team works on improving products, software, or processes, you likely qualify.