Regional Service Hub: North Bay & Inland

North Bay & Inland CPA Tax Advisory

Proactive tax preparation, winery inventory optimization, S-Corp conversion, and real estate wealth strategies for business owners, executives, and investors across Marin, Sonoma, Napa, Solano, Sacramento, and Placer Counties.

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North Bay & Inland Service Locations

Select your city below to access hyper-local tax strategies, municipal tax guides, and worked CPA case studies:

Where is Moontree Tax located and how do you serve North Bay clients?

Our primary headquarters is located at 2033 Gateway Place, Suite 500, San Jose, CA 95110. We operate a fully secure, cloud-based practice, allowing us to serve clients seamlessly across the North Bay, Sacramento, and all major Northern California hubs through virtual advisory and secure document portals.

Do you handle agricultural tax, winery inventory, and business returns?

Yes. We specialize in complex business structures including Section 263A UNICAP rules for wineries, corporate S-Corp filings (1120-S), partnership returns (1065), and individual tax preparation for business owners and high-income investors.

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.