How can Moontree Tax Service help my San Jose business minimize its tax liability?

We perform proactive tax strategy identifying missed deductions, optimizing owner compensation ratios, and deploying legal entity structures to lower federal and California state liabilities.

I receive RSUs, ISOs, or NSOs in Silicon Valley. How do you help manage the tax implications?

We reconcile brokerage Form 1099-B data to correct adjusted cost basis figures and model exercise scenarios to mitigate Alternative Minimum Tax (AMT) exposure.

Do you handle California Pass-Through Entity (PTE / AB 150) Tax elections?

Yes. We manage elective PTE tax payments for qualifying S-Corps and Partnerships to bypass the federal $10,000 SALT cap.

Silicon Valley CPA & Tax Advisory

Welcome to Moontree Tax Service

Proactive, CPA-led tax strategies crafted with clarity, precision, and personal attention. We empower Silicon Valley professionals, business owners, and investors to navigate complex tax laws with total confidence.

Specializing in Tech Equity, RSU Basis Corrections, California AB 150 PTE Tax & Real Estate Portfolios.

Schedule a Strategy Call with Brandy, CPA → Explore Our Practice Areas

100%

CPA-Led Oversight

Zero

Unnecessary Tax Drag

9.3%

CA PTE Credit Savings

Direct

1-on-1 Advisory Access

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 →

Free Strategy Resource

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 →