Terms of Service

1. Acceptance of These Terms

These Terms of Service (“Terms”) govern your access to and use of www.thelucidwealth.com (the “Site”) and any services, consultations, forms, or checklists we offer through it (the “Services”). By accessing or using the Site or Services, you agree to be bound by these Terms. If you do not agree, please do not use the Site or Services.

2. Description of Services

We provide tax preparation, credit strategy, and funding solutions to individuals and businesses across all 50 states, both nationwide and virtually. The specific scope of any engagement is defined in a separate agreement, proposal, or engagement letter when applicable. These Terms do not by themselves create a professional engagement or client relationship.

3. No Professional Advice or Guarantee

The content on this Site is provided for general informational purposes only and does not constitute investment, legal, accounting, or tax advice. No content on this Site constitutes an offer of licensed advisory services.

Where a matter calls for a licensed professional, we refer clients to trusted partners. We do not guarantee any particular financial outcome, refund amount, credit result, or funding approval. Results depend on your individual circumstances and the accuracy and completeness of the information you provide.

4. Your Responsibilities & Accurate Information

To use the Services, you agree to:

You are solely responsible for the information and documents you submit. We are not liable for errors, delays, or adverse outcomes caused by incomplete, inaccurate, or misleading information you provide.

• Provide accurate, complete, and current information when requested.
• Keep your account and personal information secure and confidential.
• Promptly update any information that changes during an engagement.
• Use the Site and Services only for lawful purposes and in compliance with all applicable laws.

5. Fees & Payments

Fees for specific Services are described in a separate agreement, proposal, or at the time of engagement. You agree to pay all fees when due. Unless otherwise stated, fees are generally non-refundable once work has begun. We may change our fee schedule from time to time; changes apply only to future engagements and will be communicated before you commit.

6. Intellectual Property

All content on this Site—including text, graphics, logos, design, and software—is owned by or licensed to us and protected by applicable intellectual property laws. You may view and use the Site for your personal, non-commercial purposes. You may not copy, reproduce, distribute, or create derivative works from the Site without our prior written consent.

7. Third-Party Links & Partners

The Site may contain links to third-party websites, tools, or service providers. We are not responsible for the content, accuracy, or practices of any third-party site. Where we refer you to a trusted partner, that referral does not create an agency or partnership relationship, and the partner's own terms and privacy practices will govern your engagement with them.

8. Limitation of Liability

To the fullest extent permitted by law, the Site and Services are provided “as is” and “as available,” without warranties of any kind, express or implied.

In no event will we be liable for any indirect, incidental, consequential, special, or punitive damages arising from your use of, or inability to use, the Site or Services, even if we have been advised of the possibility of such damages. Our total liability for any claim arising out of or relating to the Site or Services is limited to the amount you paid us for the specific Service giving rise to the claim.

9. Indemnification

You agree to indemnify and hold us harmless from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from your use of the Site or Services, your violation of these Terms, or your infringement of any third-party rights.

10. Privacy

Our collection, use, and protection of your personal information is described in our Privacy Policy, which is incorporated into these Terms by reference. Please review the Privacy Policy to understand how your information is handled.

11. SMS/Text Messaging Terms

If you opt in to receive text messages from us, the following terms apply to our SMS messaging program:

By opting in you confirm that you are the owner or authorized user of the mobile number provided and that you are at least 18 years of age.

• By providing your mobile number and consenting, you agree to receive recurring automated SMS/MMS messages from LUCID MGMT LLC, which may include appointment reminders, service updates, account notifications, and where you have separately consented, promotional offers. Messages may be sent using an automatic telephone dialing system.
• Message frequency varies. Message and data rates may apply. Check with your mobile carrier for details.
• To opt out at any time, reply STOP to any message. You will receive a single confirmation reply. To request assistance, reply HELP or email admin@thelucidwealth.com.
• Consent to receive text messages is not a condition of purchasing any property, goods, or services.
• We are not liable for any delays or non-delivery of messages due to carrier limitations, filtering, or other technical issues.
• We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Sharing with subcontractors who support our messaging services is permitted.

12. Changes to These Terms

We may update these Terms from time to time. Any changes will be posted on this page with a revised effective date. Your continued use of the Site or Services after changes are posted constitutes your acceptance of the updated Terms.

13. Governing Law & Dispute Resolution

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws principles. Any dispute arising out of or relating to these Terms or the Services shall first be addressed through good-faith negotiation. If unresolved, disputes shall be resolved in the courts located in Miami-Dade County, Florida.

14. Contact Us

If you have any questions about these Terms, please contact us: