Moontree Tax Service is a tax preparation and planning firm helping individuals and small businesses navigate taxes with confidence, offering personalized and transparent tax solutions.
Moontree Tax Service is a tax preparation and planning firm where precision meets peace of mind. They specialize in helping individuals and small businesses navigate the world of taxes with confidence and clarity.
Their mission is to provide accurate, personalized, and transparent tax solutions that help clients grow and keep more of what they earn. Moontree combines years of experience with a genuine commitment to clients' success, offering trusted guidance for annual returns, future tax strategies, and business finances. They offer a free consultation, virtual tax prep via secure document portal, and blog posts about tax and financial topics.
Free consultation offered
Virtual tax prep via secure document portal
Certified QuickBooks Pro-advisor
Personalized and transparent tax solutions
Blog posts explaining tax concepts
Services
Tax Preparation
Tax preparation services for individuals and small businesses, including stock sales, rental property, and more.
Individual taxesSmall business taxesStock salesRental property
Tax Planning
Forward-looking tax planning services including retirement planning, capital gains tax planning, small business expenses optimization, and rental cash flow analysis.
Retirement planningCapital gains taxSmall business expensesRental cash flow analysis
Bookkeeping
Certified QuickBooks Pro-advisor bookkeeping services with yearly book cleanup for tax filing.
QuickBooks Pro-advisorYearly book cleanupTax filing preparation
Credentials & Certifications
QuickBooks Pro-advisor
Frequently Asked Questions
What services does Moontree Tax Service offer? +
Moontree Tax Service offers tax preparation (individual and small business), tax planning (retirement planning, capital gains tax, small business expenses, rental cash flow analysis), and bookkeeping services (QuickBooks Pro-advisor with yearly book cleanup).
Do you offer free consultations? +
Yes, Moontree Tax Service provides a free consultation to see how they can help with your tax needs.
Do you offer virtual tax preparation? +
Yes, Moontree can file taxes for clients completely virtually using their secure document portal.
What is Moontree's mission? +
Moontree's mission is to provide accurate, personalized, and transparent tax solutions that help clients grow and keep more of what they earn.
How can I contact Moontree Tax Service? +
You can schedule a meeting or consultation with Moontree Tax Service by calling (408) 475-2306.
Do you have a blog with tax information? +
Yes, Moontree Tax Service writes blog posts about tax and financial topics that help explain how tax numbers are calculated. Recent posts cover the 2025 Standard Mileage Rates, the $40k SALT Deduction, and the 2026 Standard Deduction.
