B&H serves Palo Alto startups, Stanford spinoffs, Sand Hill Road-funded companies, and high-net-worth individuals — bookkeeping, tax preparation, R&D credits, QSBS planning, and payroll, all at flat rates.
Palo Alto is the center of the global startup economy — Stanford spinoffs, Sand Hill Road VCs, serial entrepreneurs, and high-net-worth individuals with complex equity and investment income. Our accounting services are built for this environment.
We understand the accounting needs of VC-backed startups — burn rate tracking, cap table alignment, R&D credit documentation, QSBS structuring, and investor-ready monthly reporting.
Palo Alto's angel investors, VCs, and tech executives have complex returns — RSUs, carried interest, QSBS capital gains, rental income, and California's steep marginal rates. We handle all of it.
One predictable monthly fee covers bookkeeping, reports, and direct access to Bill or Hannah. No hourly billing, no surprise invoices — just consistent service at a known cost.
When you call, the accountant managing your books answers. No call centers, no junior staff handoffs. Palo Alto clients get the same direct service as our Milpitas and San Jose clients.
Monthly bank and credit card reconciliations, transaction categorization, P&L, balance sheet, and cash flow reports — structured for investor updates and board meetings.
QuickBooks setup, burn rate tracking, and R&D tax credit analysis under IRC Section 41 — commonly worth $50,000–$500,000 annually for Palo Alto tech companies.
Federal and California returns for S-corps, LLCs, C-corps, and individuals. QSBS planning, equity compensation reporting, and quarterly estimated tax management.
SurePayroll-powered payroll for Palo Alto businesses — direct deposit, Palo Alto $18.85/hr minimum wage compliance, quarterly 941 filings, and W-2s.
CDTFA quarterly returns, SaaS taxability analysis, and nexus determination for Palo Alto businesses with California or multi-state sales.
Months or years behind on your books? We reconstruct records quickly and get Palo Alto startups current — a common need for pre-revenue companies that outgrew spreadsheets.
Yes. B&H serves Palo Alto businesses and individuals remotely through our secure client portal — bookkeeping, tax preparation, payroll, startup accounting, and R&D credit analysis. Call 408-256-0339 for a free consultation.
We work with VC-backed tech startups, Stanford University spinoffs, Sand Hill Road-area professional services firms, angel investors, serial entrepreneurs, and small businesses on University Avenue. We understand the equity compensation, R&D credit, and California startup tax complexity these clients face.
Yes. Section 1202 QSBS can exclude up to $10 million in capital gains from federal tax for qualifying C-corp shareholders. We advise Palo Alto founders and early employees on qualification requirements, 83(b) election timing, and equity structuring to maximize the exclusion.
Yes. Tech executives, angel investors, and VCs in Palo Alto have complex returns — RSUs, carried interest, QSBS gains, and investment income. We prepare federal and California returns and manage quarterly estimated tax planning to minimize underpayment exposure.
Palo Alto has more VC-backed startups per square mile than anywhere on earth. Our startup accounting service covers QuickBooks, burn rate tracking, R&D credit documentation, and QSBS structuring for early-stage companies.
Palo Alto startup accounting →Flat-rate monthly bookkeeping with direct access to Bill or Hannah. Clean QuickBooks records, monthly P&L and balance sheet, and tax-ready books at year-end — no scrambling in April.
Palo Alto bookkeeping services →See how B&H's monthly accounting process works. Most Palo Alto clients spend under 20 minutes a month uploading documents — we handle reconciliation, reporting, and tax prep.
See how the EZ Process works →Join our free email list for timely updates written for business owners in Palo Alto, Milpitas, San Jose, and Santa Clara:
No spam, no sales pitches. Just information a Bay Area business owner actually needs.