Our Core Tax Advisory Disciplines
Select an advisory pillar below to explore our targeted micro-services and capabilities.
Executive Equity & Individual Tax →
High-net-worth 1040 preparation customized for Silicon Valley and Bay Area professionals. We specialize in eliminating double taxation on equity compensation and modeling multi-year stock dispositions.
Small Business & Corporate Tax →
Entity optimization for independent consultants, professional practices, and commercial businesses. We eliminate excessive self-employment taxes and execute state tax workarounds.
Real Estate & Wealth Preservation →
Advanced tax sheltering for property owners. We utilize real estate mechanics to generate massive paper write-offs that offset active business and W-2 income.
How We Work: The Moontree Methodology
1. Diagnostic Review
We audit your prior-year returns, current equity vesting schedules, and existing business entities to identify immediate cash-flow leaks and compliance risks.
2. Strategy Architecture
We design a custom, multi-year tax plan. This may involve filing late S-Corp elections, executing cost segregation studies, or modeling ISO AMT crossover points.
3. Year-Round Execution
We don’t just advise; we execute. We handle quarterly projections, pass-through entity tax payments, payroll coordination, and seamless federal and state tax filings.
Northern California Regional Service Hubs
Headquartered in San Jose, we operate a highly secure, cloud-based practice serving clients effectively across the entire state. Explore our regional CPA hubs:
Silicon Valley Core
View South Bay Cities →Peninsula & SF
View Peninsula Cities →East Bay Corridor
View East Bay Cities →North Bay & Inland
View Regional Cities →Ready to Upgrade Your Tax Strategy?
Schedule a 1-on-1 strategy session with Brandy Phuong, CPA to review your tech equity, business structure, or real estate portfolio and start protecting your wealth.
Schedule Your 1-on-1 Strategy Session →