Moontree Tax Service

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: moontreetax.com