Welcome To Moontree Tax Service!
Moontree Tax Service is a San Jose, California-based tax and advisory firm with a focus on serving individuals and businesses. Led by Brandy Phuong, a Certified Public Accountant (CPA) and Licensed IRS Enrolled Agent (EA), the firm offers a range of services, including tax preparation, bookkeeping, tax planning, and consulting. Moontree Tax Service is also a QuickBooks Certified ProAdvisor, demonstrating expertise in using the software to assist clients with their financial management. With a commitment to professionalism and client satisfaction, the firm strives to simplify the complexities of tax season and provide tailored solutions to help clients achieve their financial goals.
Local Business
We can physically meet clients that are located in San Jose, CA or the surrounding area.
Virtual Tax Prep
We can file taxes for our clients completely virtually using our secure document portal. We accept clients from any state.
Blog Posts
Moontree Tax Service writes blog posts about tax and financial topics that help explain how tax numbers are calculated.
Expertise
Years of Experience in the Accounting Industry gives us insight into the tax filing difficulties of individuals and small businesses.
Our Services
Tax Preparation
We file individual taxes for every situation. Schedules A through F.
Small Business, Partnership, S-Corp.
Rental Real Estate and Airbnb.
Stock Options, RSU, Capital Gains.
Tax Planning
Retirement Planning
Small Business setup and deductions
Bonus Depreciation and Section 179
Tech company IPO, AMT Tax planning
Bookkeeping
Certified QuickBooks Pro-advisor
Monthly and Quarterly Bookkeeping
Yearly Book Cleanup for Tax Filing