Larry Phuong
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Professional Services Professional Services
About
Moontree Tax Service is a full-service boutique CPA practice based in San Jose, CA, specializing in proactive tax strategy, compliance, and wealth preservation for real estate investors, tech professionals, and business owners.
While we work closely with real estate agents, brokers, and property owners across Santa Clara County, our practice delivers comprehensive tax solutions across three primary areas:
Real Estate & Property Investor Taxes: Schedule E depreciation schedules, cost segregation tracking, 1031 exchange planning, and capital gains minimization on property sales.
Tech Equity & Stock Compensation: Specialized tax reconciliation for Silicon Valley tech employees dealing with RSUs, Incentive Stock Options (ISOs), 1099-B cost basis adjustments, and Alternative Minimum Tax (AMT) planning.
Small Business & Contractor Strategy: Complete S-Corporation and Partnership tax prep, QuickBooks cleanup/support, owner payroll optimization, and California Pass-Through Entity (PTE / AB 150) tax elections to bypass the $10,000 federal SALT cap.
Whether you need strategic tax planning for your real estate portfolio, guidance on tech stock vesting, or a trusted local CPA for your business, Moontree Tax Service provides clear, high-touch financial guidance.
Location: 2033 Gateway Pl, Suite 500, San Jose, CA 95110
Phone: (408) 475-2306
Website:
Additional Info
- Real Estate & Landlord Tax Strategy: Specialized planning for rental investors, 1031 exchanges, cost segregation, and property sales.
- Tech Equity & Stock Option Planning: Expertise in RSUs, ISOs, NSOs, cost basis corrections, and AMT exposure for Bay Area tech professionals.
- Small Business & S-Corp Advisory: Entity optimization, payroll, reasonable compensation, and CA PTE tax election (AB 150) to bypass the SALT cap.
- Full-Service Tax Prep & Compliance: 100% local San Jose CPA firm with secure virtual portal access.
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