Maximize your savings and protect your wealth with specialized Silicon Valley CPA expertise. Headquartered in San Jose, Moontree Tax Service provides proactive tax strategy, business accounting, and complex compliance services for tech professionals, executives, business owners, and real estate investors across Silicon Valley. Explore our primary practice areas below to see how we help you minimize tax liabilities and keep more of your earnings.
Small Business & S-Corp Taxes
Strategic tax planning for S-Corporations, LLCs, and Partnerships. Optimize California AB 150 Pass-Through Entity (PTE) tax and set IRS-compliant officer salaries.
Explore Small Business Tax →Tech Equity & Stock Compensation
Specialized tax solutions for tech employees holding RSUs, ESPPs, ISOs, and NSOs. Fix E*TRADE, Schwab, and Fidelity $0 basis errors on Form 8949.
Explore Tech Equity Services →Startup Founders & Pre-IPO Strategy
Structure your startup shares for Section 1202 QSBS ($10M tax-free exclusions) and execute strict 30-day Section 83(b) election filings with the IRS.
Explore Startup CPA Services →Real Estate & Estate Tax Planning
Defer capital gains using IRC Section 1031 property exchanges, maximize Schedule E rental depreciation, and coordinate multi-generational estate transfers.
Explore Real Estate Strategy →QuickBooks Cleanup & Bookkeeping
Certified QuickBooks ProAdvisor support, Chart of Accounts restructuring, monthly reconciliations, and year-end book cleanup for seamless tax filing.
Explore Bookkeeping Services →Individual & Multi-State Tax Returns
High-income individual tax preparation, California residency planning, and multi-state filing handling for complex personal financial returns.
Explore Individual Tax Services →Have a Specific Tax Question About Your Situation?
Skip the guesswork. Book a 30-minute consultation directly with Brandy, CPA.
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