Preserve your Silicon Valley wealth with proactive, multi-generational tax strategy. Moontree Tax Service provides specialized tax planning and return preparation for tech executives at Netflix and Roku, commercial real estate investors, and high-net-worth families across Los Gatos, Monte Sereno, and Saratoga. From managing unique stock-option salary allocations to structuring 1013 real estate exchanges and Schedule E rental portfolios, we protect your hard-earned wealth from excessive state and federal taxation.
Looking for broader tech stock advisory across Silicon Valley? Explore our primary San Jose Tech Stock & Equity Tax Services hub.
Specialized Los Gatos Tax Advisory Services
| Service Focus | What We Do | Who It’s For |
| Netflix Stock Option Allowance Strategy | Model performance-based NSO/ISO exercises and stock allocations under unique executive compensation plans. | Netflix & Roku directors, VPs, and corporate officers. |
| 1031 Exchange & Real Estate Planning | Structure tax-deferred exchanges, cost segregation studies, and basis tracking for appreciated properties. | Multi-family and commercial real estate investors in Los Gatos. |
| Pass-Through Entity Tax (PTE / AB 150) | Execute 9.3% entity-level state tax payments to bypass the federal $10,000 SALT cap for private entities. | Local S-Corp business owners, consultants, & medical partners. |
| High-Net-Worth Estate & Trust Tax | Coordinate Form 706/709 filings, completed gift trusts, and stepped-up basis transfers for family wealth. | Multi-generational families looking to pass assets tax-efficiently. |
Los Gatos Wealth, Equity & Real Estate Integration
- Executive Stock Option & NSO/RSU Strategy: Sequencing stock option exercises with 1099-B cost basis corrections on Form 8949 to minimize top-tier federal and California state tax brackets.
- Primary Home Capital Gains Exclusions: Maximizing the Section 121 $500,000 gain exclusion alongside cost basis tracking for major home improvements on high-value Los Gatos properties.
- Rental Property Depreciation & 1031 Exchanges: Deferring substantial capital gains when restructuring investment property portfolios across the South Bay.
The #1 Tax Challenge Facing Los Gatos Families: Integrating High Tech Income with Real Estate Portfolios
High-earning executives in Los Gatos often hold complex financial profiles: high W-2 equity compensation paired with highly appreciated primary homes and Schedule E rental properties.
Without holistic coordination between your stock sales and real estate depreciation, you face dual tax shocks—paying top-tier 37% federal and 13.3%+ California rates on equity while missing massive real estate tax shelters.
By connecting your corporate stock vesting schedules directly with 1031 exchange timing and entity-level tax deductions, we preserve your liquidity and grow your multi-generational balance sheet.
The Los Gatos High-Net-Worth Executive & Real Estate Tax Guide
Download the Los Gatos Wealth Preservation Playbook and learn how to optimize executive stock options, defer capital gains via 1031 exchanges, and bypass the SALT cap.
Inside this free PDF guide:
- Tech Executive Option Playbook: Managing NSO/ISO stock allocations and cash-out strategies for high earners.
- Real Estate 1031 Exchange Blueprint: How to defer 100% of federal and California state capital gains on property sales.
- California PTE Tax Strategy (AB 150): Bypassing individual SALT caps through S-Corp and Partnership entity structures.
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Serving Los Gatos & Silicon Valley
- Headquartered Nearby in San Jose: Located minutes away down Highway 17 at 2033 Gateway Pl, serving clients across Los Gatos, Monte Sereno, Saratoga, and Campbell.
- 100% Secure Digital Portal: Upload executive compensation agreements, real estate closing disclosures, Schedule K-1s, and W-2s securely from anywhere.
- Integrated Business & Personal Tax Strategy: We coordinate your personal return (Form 1040 / Form 540) alongside pass-through business entities (Form 1120-S / Form 1065).
Frequently Asked Questions
How does a 1031 Exchange defer taxes on California real estate?
Under IRC Section 1031, real estate investors can sell an investment property and reinvest 100% of the proceeds into a new “like-kind” property, deferring all federal capital gains taxes, net investment income taxes, and California state income taxes.
Can I use the California PTE Tax (AB 150) if I am a tech consultant or business owner?
Yes. If your business operates as an S-Corporation, Partnership, or Multi-Member LLC, paying California’s 9.3% PTE elective tax generates an above-the-line federal business deduction that bypasses the $10,000 personal SALT cap.
Have a Specific Tax Question About Your Situation?
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