Bespoke CPA Advisory for Tiburon’s Financial & Executive Community
Occupying a premier waterfront peninsula in Southern Marin overlooking San Francisco Bay, Tiburon (and adjacent Belvedere) represents one of the nation’s most exclusive residential enclaves. Home to San Francisco financial sector leaders, venture capital partners, C-suite tech executives, and ultra-high-net-worth real estate holders, Tiburon taxpayers face complex multi-tier tax structures and aggressive state tax brackets.
From auditing private equity structures and deploying the California AB 150 PTE tax election to converting entities via our LLC to S-Corp tax conversion hub and overriding brokerage $0 basis reporting errors on Form 1099-B, we preserve client wealth. We serve founders, VC partners, and financial leaders across Tiburon, Mill Valley, Sausalito, and San Francisco using targeted RSU cost basis adjustments, ISO AMT tax modeling, and ESPP disposition strategies.
The Tiburon VC / Executive Equity & Real Estate Strategy
- The Income Event: A Tiburon VC partner or financial executive liquidates $450,000 in vested tech equity/carried interest while earning $300,000 in advisory S-Corp income.
- The Tax Threat: Facing top federal 37% rates, California’s 13.3% top marginal tax bracket, brokerage $0 cost-basis reporting on Form 1099-B, and federal SALT deduction caps.
- Moontree CPA Fix: We file IRS Form 8949 (Code B/O) to reflect true vest-date basis (saving ~$90,000+ in phantom capital gains taxes) and execute the CA AB 150 PTE election for the entity.
- The Real Estate Shelter: We pair active entity income with an engineering-based cost segregation study on high-value replacement real estate to unlock massive paper depreciation write-offs.
Full-Service CPA Tax Solutions for Tiburon
High-net-worth tax advisory, executive equity strategy, and luxury real estate wealth management.
Executive Tech Equity & Carried Interest
We manage complex high-income 1040 returns for Tiburon financial leaders and VC partners, overriding brokerage 1099-B $0 basis errors, modeling ISO AMT cross-over points, and managing ESPP dispositions during individual tax preparation.
Small Business & S-Corp Advisory
For Tiburon family offices, management firms, and boutique consultancies, we handle corporate tax filings (1120-S, 1065), optimize officer compensation, and deploy California AB 150 PTE elections.
Real Estate Rental & REPS Strategy
Investing in luxury Marin real estate? We pair high-value residential and commercial property acquisitions with Real Estate Professional Status (REPS) and engineering cost segregation studies.
Property Transfers & 1031 Exchanges
Transferring high-value estate property? We coordinate California Prop 19 reassessment exemptions and structure tax-deferred 1031 property exchanges for Tiburon estate owners.
Serving Tiburon, Southern Marin & Regional Tech Corridors
We deliver specialized CPA tax planning across major Northern California business and technology hubs. Explore our service locations:
Frequently Asked Questions for Tiburon Taxpayers
How is the Town of Tiburon Business License Tax calculated for local enterprises and consultants?
Under Town of Tiburon Municipal Code Title 3, Chapter 13, all businesses, S-Corporations, independent 1099 contractors, and home-based consultancies operating within town limits must hold an active Business License. The tax is assessed annually based on prior-year gross receipts generated locally or employee headcount.
How much is the Real Property Transfer Tax when transferring real estate in Tiburon?
Real property transfers in Tiburon are subject to the standard Marin County Documentary Transfer Tax rate of $1.10 per $1,000 (0.11%) of property value transferred. Unlike San Rafael, the Town of Tiburon does not levy a separate municipal transfer tax on top of the county rate. By local custom, this tax is typically paid by the seller at closing.
How can Tiburon S-Corporation and LLC owners bypass the federal $10,000 SALT cap?
By electing into California’s Pass-Through Entity (PTE) tax workaround under AB 150, eligible Tiburon S-Corporation and partnership owners pay an elective 9.3% state tax directly at the business entity level. This transforms state tax payments into an above-the-line federal business deduction, completely bypassing the personal $10,000 SALT deduction limit.
Optimize Your Tiburon Tax Strategy Today
Schedule a 1-on-1 strategy session with Brandy Phuong, CPA to review your business entity, Belvedere-Tiburon real estate portfolio, or tech equity and protect your wealth.
Schedule Your Tiburon CPA Strategy Session →