Moontree Tax Service delivers proactive, high-impact tax planning and compliance for tech executives, business owners, and real estate investors across the San Francisco Bay Area. Headquartered at Gateway Place in San Jose, our firm combines local accessibility with a secure digital infrastructure to serve clients across key Silicon Valley business centers. From evaluating Section 1202 QSBS exclusions in Palo Alto to fixing $0 cost basis E*TRADE 1099-B errors in Cupertino, explore our dedicated regional service hubs below.
San Jose (Headquarters)
Specialized tax planning for local S-Corporations, LLCs, QuickBooks cleanup, and AB 150 Pass-Through Entity Tax optimization.
Explore San Jose CPA Services →Palo Alto
Tailored guidance for startup founders, Stanford entrepreneurs, Section 1202 QSBS exclusions, and 83(b) election filings.
Explore Palo Alto CPA Services →Cupertino
Apple equity compensation strategies, E*TRADE $0 cost basis adjustments on Form 8949, and statutory RSU under-withholding fixes.
Explore Cupertino CPA Services →Sunnyvale
Tech equity strategies for directors at LinkedIn, Google, and Synopsys. Fixing Charles Schwab and Fidelity $0 basis errors.
Explore Sunnyvale CPA Services →Mountain View
Alphabet GSU tax optimization, ISO AMT crossover capacity math, and early-stage startup stock option planning.
Explore Mountain View CPA Services →Los Gatos
Netflix stock option allowance strategies, Section 1031 real estate property exchanges, and high-net-worth estate planning.
Explore Los Gatos CPA Services →Have a Specific Tax Question About Your Situation?
Skip the guesswork. Book a 30-minute consultation directly with Brandy, CPA.
Schedule Your Strategy Consultation →