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Reduce Your Tax Burden
Proactive planning that shapes your tax picture before December — not after April.
- Strategic tax planning
- Personal & business returns
- Entity optimization
- Estate & trust returns
MTS Professional Tax Service · San Jose
Helping founders build wealth, not just businesses.
For over 30 years, Moises Salas III and the MTS team have helped successful individuals and business owners legally reduce taxes, resolve complex issues, and make confident financial decisions — with advice you can actually understand.
30+
Years of experience
1:1
Advisor relationship
Year‑round
Proactive guidance
Founder & Owner
Moises Salas III
San Jose, California
Meet the founder
Meet Moises Salas III — the advisor Silicon Valley families recommend to their families.
For more than thirty years, Moises has helped Silicon Valley entrepreneurs, investors, and successful families legally minimize taxes, resolve complex issues, and make confident financial decisions.
He prepares individual, corporate, partnership, estate, and trust returns — but clients stay because of what happens between filings. Honest advice. Fast replies. A calm voice on the other end of the phone before a big decision gets made.
"Taxes are only one part of the relationship. I want to be the advisor a client keeps for the rest of their financial life."
The MTS difference
More than a tax return.
Clients come to MTS for tax preparation. They stay for what happens the other eleven months of the year.
Honest advice
Straight answers, plain English. We tell you what we'd do — not what fills the most billable hours.
Strategic planning
Every conversation looks forward. Because the moves that lower next year's tax bill happen this year.
Fast communication
You get a real person, on a real timeline. Emails answered same-week — often same-day.
Long-term guidance
The same advisor, year after year. History that pays compound interest.
Financial confidence
You stop dreading April. You start planning around it.
Who we help
Built for the successful people Silicon Valley is built on.
A boutique practice, on purpose. We take on a limited number of new clients each year so the relationships stay personal and the strategy stays sharp.
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Entrepreneurs
Founders building the next Silicon Valley story deserve a tax strategy that grows with them — entity design, equity events, and quarterly clarity.
See how we help →02
Growing Businesses
Clean books, disciplined payroll, and a strategic voice at the table — the financial infrastructure that lets you focus on the business.
See how we help →03
Real Estate Investors
Depreciation, 1031s, entity layering, and cost-segregation strategy — the tax planning that separates portfolios from properties.
See how we help →04
Individuals & Families
Personal returns, life-event planning, retirement, estate and trust returns — decades of guidance for the families we serve.
See how we help →Services, organized by outcome
Not a menu of services — a set of transformations.
Every engagement answers the same question: how does this improve your financial future?
02
Stay Financially Organized
The bookkeeping, payroll, and accounting rhythm every serious business needs.
- Small business accounting
- Bookkeeping
- Payroll & sales tax
- QuickBooks setup
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Solve Complex Tax Issues
IRS letters, prior-year filings, amended returns — resolved calmly, with a plan.
- Prior-year & amended returns
- IRS & state audit representation
- Offers in compromise
- Lien & levy releases
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Build Long-Term Confidence
Year-round advisory for the decisions that shape your financial future.
- Business consulting
- Strategic planning
- Succession planning
- New business formation
The client experience
A better tax experience — from the first call forward.
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Consultation
A relaxed conversation to understand your situation, goals, and what a great year looks like.
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Secure Document Upload
Encrypted client portal — upload once, we handle the rest, no paper required.
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Tax Review
Moises personally reviews every return. Nothing is outsourced, nothing is rushed.
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Strategic Recommendations
You leave with a written plan, not just a filed return — what to do next, and why.
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Filing
E-filed federal and state. Confirmations in your portal within hours.
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Year-Round Support
Questions, letters, life changes — we're the number you call before you make a move.
Client trust
The clients we serve keep referring their families and friends.
★★★★★
"A professional in all meaning of the word. He's helped myself and my family out of years of back taxes. I can't find the way to say how much appreciation I have for this guy."
★★★★★
"MTS has been very thorough and detailed in my tax preparation. Moises is constantly trying to get me the most out of my tax returns. He represents honesty, integrity and great work ethic. I highly recommend MTS to everyone."
★★★★★
"We've worked with Moises for years. Every family member and half our friends do too. That says everything."
Learning center
A year-round resource — not a seasonal newsletter.
What Silicon Valley Founders Owe After an Exit
Equity, QSBS, and the moves that change the tax bill.
Depreciation Strategies for Bay Area Investors
Cost segregation, bonus depreciation, and the paperwork that pays for itself.
S-Corp or LLC? A Framework, Not a Formula
Why the answer depends on your revenue, your role, and your runway.
Silicon Valley roots
Proudly serving Silicon Valley.
From downtown San Jose to Palo Alto, MTS is woven into the Silicon Valley business community. Clients work with us in person or securely from anywhere — the relationship stays the same.
San JoseSanta ClaraSunnyvaleMilpitasMountain ViewPalo AltoFremontCupertinoLos Gatos
Let's build your financial future — together.
One conversation is the fastest way to see if MTS is the long‑term tax partner you've been looking for. It costs nothing, and there's no pressure.
888 N. First Street, Suite 214 · San Jose, CA 95112