Welcome To Moontree Tax Service!
Welcome to Moontree Tax Service, the premier tax professional in San Jose, California, specializing in complex equity compensation. Located in the heart of Silicon Valley, we provide expert tax planning, compliance, and strategy for tech professionals navigating Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), and Employee Stock Purchase Plans (ESPPs). Whether you need to optimize your alternative minimum tax (AMT) strategy, manage a sudden windfall, or ensure accurate annual filing, we deliver localized, high-tier tax expertise tailored to California’s unique financial landscape.
Free Consultation
We provide a free consultation to see how we can help with your tax needs.
Virtual Tax Prep
We can file taxes for our clients completely virtually using our secure document portal.
Blog Posts
Moontree Tax Service writes blog posts about tax and financial topics that help explain how tax numbers are calculated.
Our Services
Tax Preparation
Individual Taxes
Small Business Taxes
Stock Sales, Rental Property
Tax Planning
Retirement Planning
Capital Gains Tax
Small Business Expenses
Rental Cash Flow Analysis
Bookkeeping
Certified QuickBooks Pro-advisor
Yearly Book Cleanup for Tax Filing