MTS Professional Tax Service
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Who we help

A boutique practice for the people Silicon Valley is built on.

MTS is intentionally small. We work with clients who value strategy, communication, and a long-term relationship — the kind of partnership that pays compound interest over decades.

01

Founders & Operators

Entrepreneurs

From napkin sketch to Series A — and every tax decision in between.

How we improve their financial life

  • Entity selection and formation (LLC, S-corp, C-corp)
  • Founder compensation & equity strategy
  • R&D credits and startup deductions
  • Multi-state and remote-team compliance
  • Exit and liquidity-event planning
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02

SMBs & Established Companies

Growing Businesses

The financial infrastructure that lets you focus on the business.

How we improve their financial life

  • Monthly bookkeeping and reconciliation
  • Payroll setup, processing, and filings
  • Sales tax registration and returns
  • QuickBooks Online setup and cleanup
  • Owner comp review and quarterly advisory
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03

Landlords, Flippers, Syndicators

Real Estate Investors

The strategy that separates portfolios from properties.

How we improve their financial life

  • Depreciation and cost-segregation planning
  • 1031 exchange coordination
  • Entity layering across properties
  • Passive-activity and real-estate-professional strategy
  • Short-term rental (STR) tax treatment
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04

Successful Silicon Valley Households

Individuals & Families

Decades of guidance for the families we serve.

How we improve their financial life

  • Personal tax preparation (federal, CA, all 50 states)
  • RSU, ISO, and stock-comp planning
  • Retirement, backdoor Roth, and mega-backdoor strategy
  • Estate, gift, and trust returns
  • Life-event planning (marriage, home, inheritance, education)
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Not sure where you fit? Just start with a conversation.

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