Monthly bookkeeping, QuickBooks accounting, payroll, and business & individual tax services for Portola Valley businesses — flat-rate plans and direct access to Bill or Hannah.
Portola Valley is one of Silicon Valley's most affluent communities — home to tech founders, executives, investors, and professional services businesses. We provide accurate, discreet bookkeeping and tax services.
One predictable monthly price covers reconciliations, reports, and direct access to Bill or Hannah. No hourly billing surprises.
QuickBooks setup and ongoing maintenance. Catch-up accounting if you've accumulated months of backlog.
Business returns for LLCs, S-corps, and partnerships, plus personal 1040s. We coordinate to minimize overall tax liability.
Portola Valley founders with QSBS Section 1202 qualified stock or R&D credit situations get attention to the details that matter most at exit.
Bank and credit card reconciliations, transaction categorization in QuickBooks, and monthly P&L and balance sheet.
New QuickBooks setup or cleanup of existing books. Catch-up accounting for months of backlog.
Federal and California returns for LLCs, S-corps, partnerships, and sole proprietors. Quarterly estimated tax planning included.
Personal 1040s for Portola Valley business owners and professionals. We coordinate business and personal returns for optimal outcomes.
SurePayroll-powered payroll with direct deposit, quarterly 941s, W-2s, and California compliance. Portola Valley follows CA state wage ($16.90/hr).
Documentation for QSBS Section 1202 qualified small business stock and R&D credits under IRC Section 41 — common needs for Portola Valley tech founders.
Yes. B&H provides remote accounting, bookkeeping, and tax preparation for Portola Valley businesses and individuals through our secure portal. Call 408-256-0339 for a free consultation.
Portola Valley follows California's state rate of $16.90/hr — no local ordinance. But workers performing 2+ hours/week in adjacent Palo Alto ($18.70) must be paid at Palo Alto's rate for those hours.
Yes. We prepare business returns (LLC, S-corp, sole proprietor) and personal 1040s. We coordinate both to minimize overall tax liability — a common need for Portola Valley business owners with investment income and complex situations.
Yes. We're familiar with QSBS Section 1202 qualified small business stock requirements — a common planning opportunity for Portola Valley tech founders — and document qualifying stock properly. Read our QSBS guide on our blog for more details.
Portola Valley tech founders with qualifying small business stock need proper documentation to exclude gains at exit. Read our complete guide to QSBS Section 1202.
QSBS Section 1202 guide →Portola Valley entrepreneurs building tech companies need startup accounting, QuickBooks, and R&D credit analysis. Our startup accounting service covers the full scope.
Startup accounting & R&D credits →See how B&H's monthly bookkeeping works — upload, reconcile, report. Most clients spend under 20 minutes a month. One flat monthly price.
See how the EZ Process works →Free email updates for Peninsula and Bay Area business owners — tax deadlines, minimum wage changes, and new blog posts.