B&H provides complete accounting services for Belmont small businesses and tech professionals — monthly bookkeeping, payroll, sales tax, and business and individual tax returns. Flat-rate pricing, direct access to Bill or Hannah.
Belmont businesses face California's full complexity — state payroll taxes, CDTFA sales tax, complex individual returns for tech workers with equity comp. We handle all of it at a flat monthly rate.
Bookkeeping, payroll, sales tax, and business and individual tax returns — all from one firm that knows your finances. No coordinating between a bookkeeper and a separate tax preparer.
One predictable monthly price covers your reconciliations, reports, and direct access to us. No hourly billing, no surprise invoices at year-end. You always know what accounting costs.
We set up, clean up, and maintain QuickBooks for Belmont businesses. Whether you're starting fresh or recovering from messy books, we get you current and keep you current.
Belmont's mix of tech professionals and local small businesses needs specialized knowledge — RSU taxation, equity comp planning, California's complex payroll rules, and multi-state filings.
Monthly bank and credit card reconciliations in QuickBooks, transaction categorization, and financial reports — P&L, balance sheet, and cash flow statement delivered every month.
New business setup or catch-up on months of backlogged books. We reconstruct records accurately so your financials are tax-ready and your business has reliable data to manage by.
Weekly or bi-weekly payroll via SurePayroll — direct deposit, quarterly 941 filings, W-2s, and California payroll tax compliance at the current state minimum wage of $16.90/hr.
CDTFA sales tax returns prepared and filed for Belmont retailers, restaurants, and e-commerce businesses. We track taxable vs. non-taxable revenue and manage prepayment schedules.
Annual federal and California tax returns for S-corps, LLCs, partnerships, and sole proprietors. Quarterly estimated tax planning to avoid underpayment penalties throughout the year.
Personal tax returns for Belmont tech workers — RSU vesting income, stock option exercises, rental income, multi-state W-2s, and California's complex treatment of equity compensation.
Yes. B&H serves Belmont businesses and individuals remotely through our secure client portal. Most clients spend under 20 minutes a month uploading documents — we handle the rest. Call 408-256-0339 for a free consultation.
Monthly reconciliations, transaction categorization in QuickBooks, P&L and balance sheet each month, quarterly tax reminders, and direct access to Bill or Hannah. One predictable price — no hourly billing surprises.
Restaurants, fitness studios, professional services firms, tech workers, startups, retail businesses, and independent contractors. If your Belmont business needs accounting, bookkeeping, or tax help, we can help.
Yes. We prepare federal and California returns for businesses and individuals alike — including Belmont tech workers with RSUs, stock options, rental income, and complex multi-state situations.
From S-corp returns to Belmont tech workers with RSUs and stock options, we prepare accurate, deadline-meeting federal and California tax returns with year-round planning.
Tax preparation in Belmont →Flat-rate payroll processing for Belmont restaurants, retail, fitness studios, and professional services — direct deposit, quarterly filings, W-2s, and California compliance built in.
Belmont payroll services →See exactly how B&H's monthly bookkeeping process works — upload, reconcile, report. Most Belmont clients spend under 20 minutes a month and get clean financials every month.
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