⚠️ 2026 Tax Season is over — Are you late? Penalties and interest build up fast. Call us now: 408-256-0339
QuickBooks Online Certified Level 2 QuickBooks Certified Advisors
🏭 Manufacturing · Retail · High-Tech · Construction · Restaurants
🤝 Free Consultation — No Obligation
Serving Small Businesses in Milpitas · San Jose · Fremont · Santa Clara

Accounting, Bookkeeping & Tax Services in Milpitas, CA

B&H provides flat-rate accounting, bookkeeping, and tax services — pick exactly what your business needs and pay one predictable monthly price. No hourly billing, no year-end scramble, and a real person you can actually call. Also serving individual filers.

408 - 256 - 0339

Built for Small Business

We built B&H around what small business owners actually need — not what big accounting firms want to sell you.

One Flat Monthly Rate

Pick exactly what your business needs — monthly bookkeeping, full-service accounting, business tax filing, payroll, sales tax, or any combination. One flat monthly price covers it all. No hourly billing, no surprise invoices.

We Run Your Entire Back Office

Stop spending nights and weekends on paperwork. We take over your day-to-day transactions, monthly reconciliations, quarterly reports, and year-end filings — so you can get back to running your business.

Real Industry Experience

We've worked hands-on with businesses in manufacturing, retail, high-tech, construction, and restaurants. We know the deductions, the compliance requirements, and the questions that actually save you money.

QuickBooks Certified Advisors

Your books are managed by certified QuickBooks Online advisors — accurate, organized, and always tax-ready. Clean financials also make it far easier to apply for a loan or bring on investors when the time comes.

Our Unique Approach

Discover the B&H EZ Process

We don't just do your books — we teach you how to prevent the mess. Simple habits that make your accounting cheaper, faster, and more accurate.

Learn About the EZ Process →

Accounting, Bookkeeping & Tax Services

Full-service small business accounting — from ongoing monthly bookkeeping and payroll to business tax filing and catch-up accounting.

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Flat Rate Accounting, Bookkeeping & Taxes

Are you spending nights and weekends on your books instead of running your business? Pick exactly what you need — monthly bookkeeping, full-service accounting, business tax filing, payroll, sales tax, or the whole package. One flat monthly price, no hourly billing, no surprises. Mix and match services as your business grows.

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Small–Mid Size Business Tax

Business taxes are nothing like personal taxes — and the wrong approach costs you money. We work with Sole Proprietors, LLCs, S-Corps, and C-Corps across manufacturing, retail, high-tech, construction, restaurants, and more. We ask the right questions, find deductions you didn't know you had, and file everything correctly the first time.

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Startup & Tech Accounting

Silicon Valley founders shouldn't be chasing tax forms. B&H helps Milpitas and Bay Area startups with the two tax advantages that matter most at the early stage: R&D Tax Credits — federal and California credits for technical innovation that put real cash back into your runway — and QSBS (Section 1202) strategy, ensuring your entity structure and holding periods are optimized from day one to potentially exclude up to 100% of capital gains at exit. Upload everything through the Secure Client Portal and get back to building. See details →

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Catch-Up Accounting Services

Behind on your books or taxes? You're not alone — most of the businesses we help first reach out in exactly this situation: years of unfiled returns, lost receipts, missing bank records, or a notice from the IRS or California FTB you've been avoiding. We reconstruct what we can, file overdue returns, and handle any tax agency correspondence along the way. What feels impossible usually resolves faster than you'd expect. Most clients who came to us for catch-up stayed for ongoing support.

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Individual Tax Returns

Simple or complex — we handle it all. Side hustles, stock & crypto trading, rental properties, and more. We work fully remotely through a secure portal, so no appointments needed. Options include receiving your refund in as little as 2 days and paying our fee directly from your refund.

Secure Client Portal

Send & Receive Files Safely

The secure portal gives you a way to send and receive files without using unsafe email. Upload documents, track outstanding items, and chat with us directly — all in one place. Much safer than email and helps build a knowledge base for future years.

If you're an existing customer you should already have a link. The button below is in case you've misplaced it. You'll need the credentials you used when creating your account.

🔒 Access Client Portal

Frequently Asked Questions

What does your flat-rate bookkeeping service include?

Our flat monthly rate covers everything in your financial back office: recording and categorizing transactions, monthly bank and credit card reconciliations, accounts receivable, payroll processing, California sales tax filing, and all state and federal business filings. One price, no hourly billing, no surprises.

Do I need to come into an office?

No — we work 100% remotely through a secure client portal. You upload documents, we handle everything, and you can reach us directly by phone or email. No commute, no scheduling hassle. It's faster and more secure than dropping off paperwork in person.

What types of businesses do you work with?

We work with Sole Proprietors, LLCs, S-Corps, and C-Corps across a wide range of industries — manufacturing, retail, high-tech, construction, restaurants, professional services, and more. We serve businesses in Milpitas, San Jose, Fremont, Santa Clara, and throughout the Bay Area.

Can you help if my books are behind by a year or more?

Absolutely — catch-up accounting is one of our most requested services. Whether you have years of unfiled returns, lost receipts, missing bank records, or an IRS or California FTB notice you've been putting off, we work through it systematically and without judgment. We reconstruct what we can, file overdue returns, and handle tax agency correspondence on your behalf. It resolves faster than most people expect. Many of our ongoing clients started exactly this way.

Do you handle payroll and sales tax?

Yes, both are included in our flat-rate bookkeeping service. We process payroll, handle employer tax deposits, and file all required payroll reports. For sales tax, we calculate, file, and remit California sales tax on your behalf so you're always compliant.

What's the difference between bookkeeping, accounting, and taxes — and why does it matter who handles each one?

These are three connected steps, and who handles them has a big impact on how your year-end goes. Bookkeeping records the transactions. Accounting organizes and analyzes them. Taxes are filed based on what the accounting shows — each step depends on the one before it.

We can handle all three, or just the pieces you need. But the arrangement matters more than most people realize — especially at tax time. See two real scenarios that show the difference →

When do your clients typically file their taxes?

February. We prioritize filing our existing clients' returns early — often weeks before the April rush. That means you're done, your refund is on its way, and you're not waiting in line behind thousands of last-minute filers. It's one of the quiet advantages of working with us year-round: when tax season arrives, you're already finished.

How do I get started?

Just give us a call or send an email to schedule a free consultation — no obligation, no pressure. We'll learn about your business, answer your questions, and recommend the right service level. Most new clients are fully onboarded within a week.

Contact Us

Give us a call or send an email to schedule a free consultation. We serve small businesses and individuals throughout Milpitas, San Jose, Fremont, and Santa Clara CA — and work fully remotely, so location is never a barrier.

Bill Karp

Bill Karp

408 - 256 - 0339

Looking for help with taxes or accounting? We would love to talk with you. Please call or email to schedule your free consultation.

Hannah Le

Hannah Le

408 - 332 - 2286

Reach out to Hannah directly for bookkeeping inquiries or to get started with our flat-rate monthly services. We're here to help.

📧 Email: BNH@BNHTaxService.com