Tax strategy that works for you.
Plan early. Track all year. Pay the lowest tax the law allows.
Flat-fee tax preparation and year-round planning for individuals, landlords, the self-employed and small businesses. Your tax is planned before the year ends, not discovered in April.
Four steps, all year long
Most people meet their tax preparer once, in April, when it's too late to change anything. Tax Transformer works on your taxes through the year, so the return is the last step of a plan.
Plan
We set your strategy, withholding and estimated payments, and the budget your books will follow.
Track
Your income, expenses and life changes are tracked as they happen, so nothing waits for a shoebox in March.
Check
We review the numbers while there's still time to act: retirement contributions, timing of income and expenses, and year-end moves.
Transform
Your return is prepared from clean numbers and filed at the lowest tax the law allows, with the reasoning documented.
What we prepare and plan
Individual returns
Form 1040 with investments, retirement income, itemized deductions, education and family credits, and the new 2026 deductions for tips, overtime and seniors.
Self-employed
Sole proprietors and single-member LLCs on Schedule C, with home office, vehicle, depreciation and a plan for quarterly estimates.
Landlords
Rental properties on Schedule E, with depreciation tracked correctly year after year, including California rentals.
S corporations and partnerships
Forms 1120-S and 1065 with K-1s, reasonable-compensation review and the Texas franchise tax report.
Texas and California
Part-year returns for clients moving between the two states, and California returns for rentals and businesses there.
Year-round planning
Tax projections, withholding checks, retirement-plan choices and year-end reviews, so the tax is managed before December 31.
A good fit
- ✓Individuals, the self-employed, landlords, S corporations and partnerships
- ✓Residents of Texas, California or another state with no individual income tax
- ✓People who want a plan, not just a return
- ✓Clients who keep organized records and can share their last 2–3 returns
Not a fit right now
- –State returns other than California
- –Several years of unfiled returns with missing records
- –Businesses that can't provide bank statements or receipts
- –New C corporation (Form 1120) clients
Flat fees, quoted before we start
Every fee is set from a published schedule. You get a written quote after a free review of your questionnaire and prior returns, before any work begins.
| Return or schedule | Starting at | Notes |
|---|---|---|
| Form 1040, individual return | $200 | W-2s, interest, dividends, retirement and Social Security income, standard deduction, e-file |
| Schedule C, self-employed (each business) | +$150 | Simple, moderate or complex tier: $150, $250 or $350+ |
| Schedule E, rental property (each) | +$150 | Same tiers as Schedule C |
| Form 1120-S or 1065, business return | $650 | Assumes reconciled books; bookkeeping clean-up is quoted separately |
| Form 1041, trust or estate | $650 | Includes two beneficiary K-1s |
| California 540 or 540NR | +$300 | Resident, part-year or nonresident |
Most individual returns land at $250 or more once their schedules are added. Other forms, first-year setup and due-diligence checklists are priced from the same schedule and shown on your quote.
Are we a match? Find out in 2 minutes.
Answer five questions to see whether we're a fit and what your return will likely start at. Nothing you enter here is saved or sent anywhere.
An estimate only. Your written quote comes after the free review of your questionnaire and prior returns.
Hi, I'm Mario Reyes.
Accounting Manager · Controller · Fractional CFO
For 37 years, businesses have brought me their hardest financial problems: a monthly close that took 15 days, a $2 million annual deficit, loan negotiations in the middle of the 2008 downturn. I've held nearly every role in a finance department, in manufacturing, real estate, tribal government and casinos, construction and cannabis.
Tax Transformer brings that experience to your return. A return is only as accurate as the numbers behind it, so I review them the way a controller would, comparing years and catching errors before they reach the IRS. And because the best tax savings are planned, not found, I work with you before the year ends.
When you work with Tax Transformer, you always talk to me.
Startup to seven figures
A first-time owner came in with unfiled returns. Projections helped secure the business location, an S corporation election cut self-employment tax, and the business grew into a seven-figure net worth.
Cash without a tax bill
A client was told to sell investments for a home down payment. A loan against the portfolio raised the cash in days and saved more than $20,000 in capital gains tax.
Texas and California
Rentals and businesses in both states, part-year returns for clients on the move, and California depreciation tracked separately every year.
Two steps to your quote
Fill out the intake questionnaire, then upload your last 2–3 tax returns. I'll review them at no charge and send a written flat-fee quote.
1. New client questionnaire
About 10 minutes. It asks about your situation, never your Social Security or bank account numbers.
Start the questionnaire2. Upload your documents securely
Your secure upload page, powered by Encyro. No account needed. Bookmark it so you can send documents any time.
Open the secure upload pageGood to know
Do we meet in person?
Everything can be done online: the questionnaire, secure uploads, e-signatures and video or phone calls. Clients don't need to visit an office.
When should I start?
The earlier the better. Planning in spring and fall is where the savings come from. For filing, starting in January gives time for a careful review before the April 15 deadline.
How do I get my documents to you safely?
Through the secure upload page. Files arrive encrypted in a folder for your account only. Please don't send tax documents by regular email or text.
Is a big refund a good sign?
Not necessarily. A refund means you overpaid during the year and the government held your money without interest. The goal is the lowest legal tax, with withholding set so more stays in your paycheck.
What if the IRS sends me a letter later?
Responses to IRS notices about a return I prepared are included. Send me the letter through the upload page and I'll take it from there.
Let's talk before the rush
Questions before you start? Reach me directly.