Peninsula & SF Service Locations
Select your city below to access hyper-local tax strategies, municipal tax guides, and worked CPA case studies:
San Francisco CPA Hub →
Tax strategy for SF tech founders, financial executives, QSBS startup stock exemptions, and high-value urban real estate portfolios.
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San Mateo CPA Hub →
Advisory for mid-Peninsula enterprise executives, local business S-Corporations, and residential real estate professional status (REPS).
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Redwood City CPA Hub →
Executive tax execution for software/cloud directors, biotech founders, ISO AMT crossover optimization, and corporate restructuring.
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Targeted tax advisory for life sciences leaders, biotech RSUs, ESPP qualified dispositions, and specialized commercial contractors.
Explore South SF ServicesSan Bruno CPA Hub →
Tech equity strategies for YouTube/Google employees, Form 1099-B zero-basis corrections, and active real estate investment tax sheltering.
Explore San Bruno ServicesBurlingame CPA Hub →
High-net-worth tax minimization for C-suite leaders, California Prop 19 reassessment planning, and 1031 property exchange execution.
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Foster City CPA Hub →
Advisory for Gilead Sciences executives, life sciences directors, local S-Corporation tax compliance, and waterfront real estate holding strategy.
Explore Foster City ServicesMenlo Park CPA Hub →
Tax strategies for Meta executives, Sand Hill Road VC partners, early-stage QSBS liquidations, and carried interest distributions.
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Daly City CPA Hub →
Entity optimization for specialty trade contractors, healthcare networks, multi-family property investors, and SF remote commuters.
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San Carlos CPA Hub →
Tax advisory for mid-Peninsula biotech leaders, commercial trade S-Corps, California AB 150 PTE elections, and real estate studies.
Explore San Carlos ServicesBelmont CPA Hub →
Proactive CPA advisory for local small business owners, tech executives, medical practices, and residential rental depreciation planning.
Explore Belmont ServicesHalf Moon Bay CPA Hub →
Coastal real estate tax strategies, agricultural asset cost segregation, hospitality S-Corps, and tech commuter remote worker equity.
Explore Half Moon Bay ServicesPacifica CPA Hub →
Tax planning for SF coastal commuters, oceanfront rental property investors, local trade contractors, and REPS qualification.
Explore Pacifica ServicesPeninsula & SF 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 and how do you serve Peninsula clients?
Our primary headquarters is located at 2033 Gateway Place, Suite 500, San Jose, CA 95110. We operate a fully secure, cloud-based practice serving clients seamlessly across San Francisco, the Peninsula, and all major Bay Area hubs through virtual advisory and secure document portals.
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 Peninsula & SF 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 →