How Moontree Tax Service Protects Your Wealth
Taxes shouldn’t be stressful or reactive. At Moontree Tax Service, we partner with you year-round, combining technical mastery with approachable, transparent advice.
Tech Equity & Stocks
Don’t let brokerage reporting errors cost you thousands. We fix $0 cost basis traps on Form 1099-B, optimize ISO AMT thresholds, and protect your RSU vests.
Tech Equity Tax Services →Small Business & S-Corps
Keep more of what your business earns. We engineer California AB 150 Pass-Through Entity (PTE) elections, set reasonable salaries, and handle compliance effortlessly.
Small Business Tax Advisory →Real Estate & Portfolios
Build lasting real estate wealth without unnecessary state tax drag. We maximize Schedule E depreciation, execute 1031 exchanges, and manage property transitions.
Real Estate Tax Services →Download The Tax Playbook For Life
Moving, changing jobs, or buying your first property? Download our Individual Life Transition Tax Checklist to catch key write-offs before tax day.
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Let’s Optimize Your Tax Strategy Together
Skip the traditional contact forms. Book a 1-on-1 strategy call directly on my calendar, and let’s build a proactive tax plan tailored to your financial goals.
Book Your 30-Minute Consultation with Brandy, CPA →