The Moontree Tax Mission: Proactive Strategy Over Rearview Accounting
Most tax firms operate in the past—looking backward once a year to record history and hand you a bill. Moontree Tax was built on a different premise: true financial growth happens when tax strategy is proactive, forward-looking, and fully integrated with your operational and equity goals.
Led by Brandy Phuong, CPA and Licensed IRS Enrolled Agent (EA), Moontree Tax specializes in navigating California’s most demanding tax environments. From Silicon Valley tech founders managing Section 1202 QSBS stock exits and corporate S-Corp conversions to C-suite executives exercising ISOs or vesting RSUs, our firm designs custom tax strategies that protect your capital from unnecessary state and federal tax drag.
Meet Brandy Phuong, CPA & EA — Founder & Principal Strategist
Brandy Phuong holds credentials as both a Certified Public Accountant (CPA) and a Licensed IRS Enrolled Agent (EA), offering clients the highest level of federal representation rights and state tax expertise.
- Dual Credentials: CPA license and IRS Enrolled Agent status, granting unrestricted rights to represent taxpayers before the IRS and FTB.
- Tech Equity Mastery: Deep specialization in RSU cost basis correction (Form 8949), ISO Alternative Minimum Tax (AMT) crossover modeling, and ESPP holding periods.
- Pass-Through Entity Expertise: Advanced architect of LLC to S-Corp conversions and California AB 150 PTE tax elections.
- Real Estate Tax Strategy: Engineering cost segregation depreciation and tax-deferred 1031 exchange structures.
Our Core Pillars of Excellence
Why tech executives, founders, and investors trust Moontree Tax with their wealth.
Hyper-Specialized Tax Planning
We don’t try to be everything to everyone. We specialize strictly in tech equity awards, startup exit strategies, small business S-Corps, and high-value real estate.
Audit-Proof Code Compliance
Every strategy we deploy—from S-Corp reasonable compensation modeling to Section 1202 QSBS qualification—is backed directly by Treasury Regulations and FTB rulings.
Proactive Year-Round Execution
Tax planning doesn’t end on April 15th. We provide ongoing quarterly projection modeling, estimated tax adjustments, and transaction planning throughout the year.
High-Touch Partner Communication
You work directly with senior CPA professionals who understand the nuances of your industry—not junior staff or outsourced data entry teams.
Serving Business Owners & Executives Across Northern California
We deliver specialized CPA tax planning across major Northern California business and technology hubs. Explore our service locations:
Frequently Asked Questions About Moontree Tax
Where is Moontree Tax located, and do you serve clients virtually?
Moontree Tax is headquartered in San Jose, California (2033 Gateway Place, Suite 500). We operate a fully secure, cloud-based practice serving tech founders, executives, business owners, and real estate investors across Northern California, the Bay Area, and nationwide.
What types of clients benefit most from working with Moontree Tax?
Our sweet spot includes tech executives with complex equity compensation (RSUs, ISOs, ESPPs, NSOs), VC-backed startup founders planning stock exits (QSBS 1202), small business owners making $200k–$2M+ in profit, and active real estate investors utilizing cost segregation and 1031 exchanges.
How do I get started with Brandy Phuong, CPA and Moontree Tax?
Simply schedule a 1-on-1 strategy session through our online calendar. We will review your prior tax returns, analyze your business entity structure or equity vesting schedule, and outline a customized tax minimization plan.
Ready to Optimize Your Tax Strategy?
Schedule a 1-on-1 consultation with Brandy Phuong, CPA to analyze your tech equity, business entity, or real estate portfolio and start protecting your wealth today.
Schedule Your 1-on-1 Strategy Session →