Every service below is delivered by Moises and the MTS team — not outsourced, not templated. The scope adjusts as your business and life do.
It's not what you make — it's what you keep.
Personal, business, estate, and trust returns prepared with the same year-round planning that keeps clients ahead of April, not chasing it.
The financial roadmap successful founders wish they'd built earlier.
Long-term financial strategy for growth-stage Silicon Valley businesses — margins, hiring, distributions, and the decisions that shape the next five years.
Books you can trust, on the schedule your business actually needs.
Full-stack accounting for growing Silicon Valley businesses — clean books, timely reconciliations, and reports non-accountants can actually read.
Resolve it, and never repeat it.
IRS letters, back taxes, audits, and unfiled returns handled calmly and directly. Real experts on your side — not a call center.
Start it right so you don't have to rebuild it later.
From entity selection to your first payroll run, we help Silicon Valley founders build the financial foundation their business will grow on.
The trusted advisor you call before any big decision.
Ongoing strategic conversations with a financial partner who knows your business — the way it used to be, the way it is, and where it's going.
Protect what you've built — and pass it on with intention.
Long-view planning for family businesses, generational transfers, and the tax picture that comes with either a sale or a handoff.
One less errand.
In-office notary services for existing clients — signatures handled during your visit without an extra stop.
MTS is intentionally boutique. Moises takes on a limited number of new clients each year so the work stays personal, the strategy stays sharp, and response times stay fast.
Our best fit is Silicon Valley professionals, entrepreneurs, and families who want a long-term financial partner — not a once-a-year tax filer.
A short consultation is the easiest way to figure out what you actually need — and how MTS can help.
