Virtual CPA · Tax planning · Bookkeeping · Advisory

See beyond numbers.Illuminate your path.

A proactive, modern accounting and tax practice for creators, business owners, real estate investors, and high-net-worth individuals. We help you understand your numbers, plan ahead, and keep more of what you earn.

How it works
Trent Romens, CPA — founder of Lucid CPA
Meet your CPA
Trent Romens, CPA
$11,800+
Average annual tax savings, per S-corp client
5.0★
Google rating from verified clients
Nationwide
Virtual practice, every U.S. state
Who we serve

Built for the people building real things.

Four kinds of clients walk through our door — and they all want the same thing: someone who picks up the phone before the problem gets expensive.

Content creators
YouTube, brand deals, courses, and merch — under one tax plan.
  • Multi-platform revenue tracked by stream
  • Mid-year tax projections that reflect reality
  • S-Corp setup once you cross the threshold
Small business owners
Clean books, clear margins, a real partner.
  • Monthly close + KPIs you can act on
  • Entity structure and payroll done right
  • Year-round tax strategy, not April scramble
Real estate investors
Depreciation, 1031s, basis tracking — captured and documented.
  • Cost-seg coordination and basis tracking
  • Rental property entity structuring
  • Schedule E and partnership returns
High-net-worth individuals
Multi-state, multi-entity, multi-strategy — without the noise.
  • Entity & ownership structure review
  • Charitable & gifting coordination
  • Multi-state coordination
Sound familiar?

Wouldn't it be nice if none of this still felt like a problem?

Four problems we hear from nearly every new client — and the way our virtual CPA practice solves each one for high-income business owners, creators, and investors.

The problem
Every April, the tax bill is a surprise — and rarely a pleasant one.
How we fix it

Mid-year tax projections

We model your full-year tax picture before December, so you can act on it — not react to it in April.

The problem
My CPA shows up in March, then disappears until next March.
How we fix it

A real CPA, year-round

Quick email replies from a real CPA on your file, not a help desk. We don't go quiet between filings.

The problem
I'm probably missing deductions — but I don't know what I don't know.
How we fix it

Proactive tax planning

A written plan before year-end. Every legal lever surfaced, weighed, and executed for you.

The problem
Year-end means a shoebox of receipts and a weekend of dread.
How we fix it

Monthly bookkeeping, done for you

Reconciled, categorized, and reviewed every month. You always know where you stand.

What we do

Four services. One real partner.

Most firms file your return and disappear. We work with you all twelve months — because that's when tax planning actually happens.

01

Tax planning & strategy

Year-round, not crossed fingers.

A written plan to lower your effective rate before December 31 — not after.

  • Entity & S-Corp analysis
  • Mid-year tax projections
  • Multi-state coordination
  • Year-end deduction strategy
02

Tax preparation

Accurate, on-time, stress-free.

Returns prepared by a CPA who knows your business — reviewed twice, e-filed cleanly.

  • Individual & business returns
  • Multi-state & partnership
  • Reviewed twice before filing
  • Secure digital signing
03

Bookkeeping & monthly close

Books that tell you something.

Clean, current, classified-correctly — closed monthly so you always know where you stand.

  • Monthly reconciliation & P&L
  • Profit by stream or property
  • Categorization done right
  • 1099s & sales tax
04

Business advisory

A second brain for hard calls.

Hiring, pricing, restructuring — a real CPA in your corner when the call matters.

  • KPI & cash-flow review
  • Hiring & payroll guidance
  • Entity restructuring
  • Year-round questions, no meter
Trent Romens at his desk
Meet your CPA

Trent Romens, CPA.
Proactive partner, not a once-a-year filer.

I started Lucid CPA after a decade in the profession to bring something simple back to accounting: communication. Most firms file your return and disappear until next March. I take a different approach.

My motto is simple: don't be a stranger. The more connected we are throughout the year, the better your strategy gets — and the less stressful tax time becomes.

7+
Years CPA experience
5.0★
Google rating
Nationwide
Virtual practice
From Google reviews

Quietly, for years — people keep recommending us.

5.0
Google rating

Trent has been a great partner over the years as I've been building my financial planning practice. Not only for me personally, but also with clients when they need a new CPA or have a complicated situation like buying or selling investments, such as rental properties or a concentrated stock sale. He's always great about providing options so myself and my clients can make informed decisions. Trent is also proactive with tax planning and analysis — that can be hard to find, but is extremely valuable especially when it comes to complex situations.

DS
Derek Strong

We have been working with Trent for about 5 years. He has been an invaluable part of growing our small business. He's dependable and always takes the time to explain things clearly so we understand our finances better. His guidance has helped us make smarter business decisions and stay organized year-round. We highly recommend him to anyone looking for a knowledgeable and easy-to-work-with professional.

TG
The Garage Bikes + Brews

Trent is fantastic to work with! He's knowledgeable, professional and always quick to respond to questions. His bookkeeping and tax services make the whole process smooth and stress-free. Highly recommend for anyone looking for reliable and efficient financial support.

WC
Waystone Coffee

Trent is great to work with! He has always been responsive and patient with my financial and accounting questions, both personally and professionally. He takes the time to listen to what I am asking or wanting to do, helps keep me on the right track, and is someone who operates with integrity.

TO
Twelve Oaks Center for Healing

Trent has been a godsend for tax prep and planning for my family. He is thoughtful and thorough and answers any question we have in a way that actually makes sense. Will be coming back for years to come. Could not recommend him more!

HK
Hannah Kane

I would highly recommend Trent for anyone that is looking for a CPA. Trent is very knowledgeable with his work and always provides helpful strategies and suggestions. Best of all, he can explain these things in terms non-CPAs can actually understand!

NT
Nick Talmo

I would highly recommend Trent for your taxes! This year I had him prepare mine and he was professional, organized, thorough and took the time to explain everything. His tax advice and planning recommendations were incredibly helpful. He truly cares — which I always appreciate!

PH
Paige Hendrickson

Working with Trent Romens, CPA was fantastic. He made the whole tax process simple and stress-free. He was quick, thorough, and gave me great advice for the year ahead. I trust him 100% with my financial planning.

SK
Sam Kaiser

Lucid CPA has been amazing to work with! Not only is the work top notch, working with them is always a pleasure. Trent is the kind of CPA you want on your team. He is knowledgeable, reliable, and great at breaking things down.

MW
Matthew Weis

Trent has been a great partner over the years as I've been building my financial planning practice. Not only for me personally, but also with clients when they need a new CPA or have a complicated situation like buying or selling investments, such as rental properties or a concentrated stock sale. He's always great about providing options so myself and my clients can make informed decisions. Trent is also proactive with tax planning and analysis — that can be hard to find, but is extremely valuable especially when it comes to complex situations.

DS
Derek Strong

We have been working with Trent for about 5 years. He has been an invaluable part of growing our small business. He's dependable and always takes the time to explain things clearly so we understand our finances better. His guidance has helped us make smarter business decisions and stay organized year-round. We highly recommend him to anyone looking for a knowledgeable and easy-to-work-with professional.

TG
The Garage Bikes + Brews

Trent is fantastic to work with! He's knowledgeable, professional and always quick to respond to questions. His bookkeeping and tax services make the whole process smooth and stress-free. Highly recommend for anyone looking for reliable and efficient financial support.

WC
Waystone Coffee

Trent is great to work with! He has always been responsive and patient with my financial and accounting questions, both personally and professionally. He takes the time to listen to what I am asking or wanting to do, helps keep me on the right track, and is someone who operates with integrity.

TO
Twelve Oaks Center for Healing

Trent has been a godsend for tax prep and planning for my family. He is thoughtful and thorough and answers any question we have in a way that actually makes sense. Will be coming back for years to come. Could not recommend him more!

HK
Hannah Kane

I would highly recommend Trent for anyone that is looking for a CPA. Trent is very knowledgeable with his work and always provides helpful strategies and suggestions. Best of all, he can explain these things in terms non-CPAs can actually understand!

NT
Nick Talmo

I would highly recommend Trent for your taxes! This year I had him prepare mine and he was professional, organized, thorough and took the time to explain everything. His tax advice and planning recommendations were incredibly helpful. He truly cares — which I always appreciate!

PH
Paige Hendrickson

Working with Trent Romens, CPA was fantastic. He made the whole tax process simple and stress-free. He was quick, thorough, and gave me great advice for the year ahead. I trust him 100% with my financial planning.

SK
Sam Kaiser

Lucid CPA has been amazing to work with! Not only is the work top notch, working with them is always a pleasure. Trent is the kind of CPA you want on your team. He is knowledgeable, reliable, and great at breaking things down.

MW
Matthew Weis
How it works

Three steps. One clean handshake.

No 12-step sales funnel. No mystery-priced engagement letter at the end. Here's exactly how we start.

01

Discovery call

A 25-minute conversation to learn your goals, business, and financial situation — and see if we're the right fit.

02

Plan & investment

You get a clear scope of recommended services and exactly what working together will cost. No mystery bills.

03

Onboarding & ongoing

We get your books, portal, and plan in place — then partner with you year-round on tax, strategy, and the hard calls.

Free tool · 60 seconds

Could an S Corp save you $10K+ a year?

Most self-employed earners over $100K are leaving real money on the table. Run your numbers through our S Corp calculator and see exactly what an election could save you — line by line, with the math shown.

No signup. Takes 60 seconds.
No email required Real CPA math Adjust your salary live
Estimated annual savings
LIVE
$14,200
on $400K of net business income · single filer · 2025
Sole prop total tax$78,400
S Corp total tax$64,200
$160K
Reasonable salary
$240K
Distribution
$24K
SE tax saved
Freetool
Frequently asked

Questions, straight answers.

The things people ask before they sign on — and what we tell them.

Not finding yours?

Four kinds of clients, mostly. Content creators with multi-platform income, small business owners with real teams and books, real estate investors with rentals and 1031s, and high-net-worth individuals with multi-state or multi-entity returns. The common thread: you're not looking for a once-a-year filer.
Yes. We're a fully virtual practice serving clients in 24+ states. Everything happens through a secure portal, scheduled calls, and email. We file federal and state returns for any U.S. state.
Most CPAs are reactive — you send them documents in March, they file a return in April. We're proactive: a written tax plan in October, a mid-year check-in, and an open line all year. Communication is the product.
Engagements typically range from $1,500 for individual tax planning and prep to $10K+ a year for full-service business clients including monthly bookkeeping, tax planning, and prep. You'll know exactly what you're investing before you sign anything — no mystery bills.
Now, if you're asking. Seriously — the further into the year we are, the harder it is to capture the planning value. Late summer through October is the highest-ROI window. We can onboard mid-year and pick up prior-year cleanup too.
No — the discovery call is to see if we're a fit. It's a real conversation about your situation, not a sales script. If we're a fit, you'll get a written proposal with scope and pricing. If not, we'll point you somewhere better.
Always. The best results come from a team that talks to each other. We coordinate routinely with CFPs, estate attorneys, and payroll/HR providers. If you don't have those folks yet and need referrals, we have a short list of people we trust.
Quickly — being responsive is the whole point. You get a direct line to a real CPA who knows your file, not a chatbot, and we don't go quiet between filings.
Ready when you are

Let's see what your numbers are really telling you.

25 minutes, free, no sales pitch. You'll leave with a clear sense of whether we're the right fit — and a few ideas you can use either way.