Silicon Valley Core Service Locations
Select your city below to access hyper-local tax strategies, municipal tax guides, and worked CPA case studies:
San Jose CPA Hub →
Headquarters hub specializing in tech equity sales, RSU cost basis correction (1099-B), San Jose rental property tax strategy, and small business S-Corp conversions.
Explore San Jose ServicesCupertino CPA Hub →
Tailored equity tax planning for Apple engineers and executives, RSU vest-date basis adjustments, ESPP qualified dispositions, and high-value real estate tax shelters.
Explore Cupertino ServicesMountain View CPA Hub →
Specialized tax advisory for Alphabet/Google directors and startup founders, ISO AMT crossover optimization, and multi-family rental cost segregation.
Explore Mountain View ServicesPalo Alto CPA Hub →
High-net-worth tax execution for VC partners, C-suite leaders, Section 1202 QSBS startup stock exemptions, and luxury real estate 1031 property exchanges.
Explore Palo Alto ServicesLos Gatos CPA Hub →
Executive tax solutions for Netflix directors and tech entrepreneurs, carried interest planning, S-Corp reasonable compensation, and REPS designation.
Explore Los Gatos ServicesSunnyvale CPA Hub →
Equity tax strategy for Meta, LinkedIn, and semiconductor engineers, overriding 1099-B zero-basis errors, and California AB 150 PTE tax elections.
Explore Sunnyvale ServicesSanta Clara CPA Hub →
Semiconductor and hardware executive equity tax planning (Nvidia, Intel, Applied Materials), NSO exercise strategies, and commercial trade S-Corps.
Explore Santa Clara ServicesCampbell CPA Hub →
Small business S-Corp conversions, self-employment tax elimination for agencies and trade contractors, and residential rental tax depreciation.
Explore Campbell ServicesSaratoga CPA Hub →
High-net-worth estate tax planning, California Prop 19 property reassessment exemptions, tech founder exits, and 1031 exchange execution.
Explore Saratoga ServicesMilpitas CPA Hub →
Tax advisory for advanced manufacturing enterprises, semiconductor engineers, corporate entity restructuring, and commercial real estate studies.
Explore Milpitas ServicesSanta Cruz CPA Hub →
Coastal real estate tax strategy, short-term rental (STR) tax loopholes, tech commuter equity planning, and local S-Corp business advisory.
Explore Santa Cruz ServicesGilroy CPA Hub →
Agricultural business asset depreciation, commercial trade contractor S-Corps, California AB 150 PTE elections, and real estate portfolio tax planning.
Explore Gilroy ServicesMorgan Hill CPA Hub →
Proactive CPA advisory for South County business owners, trade contractors, tech commuters, and commercial real estate cost segregation studies.
Explore Morgan Hill ServicesSilicon Valley Core Micro-Service Specialties
Our firm delivers direct technical expertise across all major California tax disciplines. Click below to review our core advisory frameworks:
- RSU Cost Basis Adjustments & Form 8949 Correction
- Incentive Stock Option (ISO) AMT Crossover Modeling
- Employee Stock Purchase Plan (ESPP) Disposition Strategy
- LLC to S-Corporation Conversion & Form 2553 Advisory
- California AB 150 Pass-Through Entity (PTE) SALT Workaround
- S-Corp Reasonable Officer Compensation Benchmarking
- Cost Segregation & Accelerated Bonus Depreciation Studies
- Real Estate Professional Status (REPS) Qualification
- Section 1031 Tax-Deferred Real Estate Exchanges
- California Proposition 19 Property Tax Transfer Exemptions
Frequently Asked Questions
Where is Moontree Tax located in Silicon Valley?
Our primary headquarters is located at 2033 Gateway Place, Suite 500, San Jose, CA 95110. We serve clients across all Silicon Valley Core cities both in-person and through our fully secure virtual CPA platform.
Do you handle individual tax returns along with business entities?
Yes. We provide integrated individual tax preparation for high-income tech employees, business owners, and real estate investors, ensuring that corporate S-Corp filings (1120-S), partnership returns (1065), and personal 1040s are fully synchronized.
How do I schedule a tax strategy consultation with Brandy Phuong, CPA?
You can schedule a direct 30-minute initial strategy consultation through our online calendar at calendly.com/moontreebrandy/30min.
Optimize Your Silicon Valley Tax Strategy Today
Schedule a 1-on-1 consultation with Brandy Phuong, CPA to review your tech equity vesting schedule, business entity structure, or real estate portfolio and protect your wealth.
Schedule Your 1-on-1 Strategy Session →