Question 1

How can Moontree Tax Service help my San Jose business minimize its tax liability?

Accepted Answer

We perform proactive tax strategy identifying missed deductions, optimizing owner compensation ratios, and deploying legal entity structures to lower federal and California state liabilities.

Question 2

I receive RSUs, ISOs, or NSOs in Silicon Valley. How do you help manage the tax implications?

Accepted Answer

We reconcile brokerage Form 1099-B data to correct adjusted cost basis figures and model exercise scenarios to mitigate Alternative Minimum Tax (AMT) exposure.

Question 3

Do you handle California Pass-Through Entity (PTE / AB 150) Tax elections?

Accepted Answer

Yes. We manage elective PTE tax payments for qualifying S-Corps and Partnerships to bypass the federal $10,000 SALT cap.

California Franchise Tax Board PTE

How does the California Pass-Through Entity Tax (PTET) help private practice physicians?