Lucida Tax + Accounting Solutions

Jan 2025

Excellent! They always do a great job with our taxes, and we have very complicated taxes!

May 2024

When Dad died in September 2023, the attorney who set up his trust recommended that I work with Karen Prochaska at Porter & Sach. Karen provided exceptional customer service and highly professional work for a very reasonable fee. She patiently coached me through the process. Karen responded promptly to all my emails, even during the busy tax season. Her responses to my questions were swift and understandable. It was a real pleasure working with Karen, her calm and kind demeanor were a real comfort in my time of grief. She did a great job filing Dad's taxes and the first and final fiduciary filing for the trust. Both for her expertise in estate matters and for her...read full review

Oct 2021

I have having them do my taxes (which involve US and overseas income) for 4 years and have been very happy. On my father’s passing, I also took all by trust account tax filing for my mother to them (US and California state.Added 8 Feb 2021I’ve been very happy with Porter and Sack. I first started with them taking care of my personal taxes that needed to cover myself and my wife who lives and works in Germany. I moved on to having them handle my family trust taxes (x3) and have been working to set up my new sub-trust taxes with them. I have been happy with everything over the last 6 years.