B&H provides individual federal and California tax return preparation for Palo Alto small businesses — accurate returns, maximum legitimate deductions, and direct access to your accountant. Home to Stanford University and Sand Hill Road VC firms, Palo Alto has one of the highest concentrations of funded startups, serial entrepreneurs, and high-net-worth professionals in the country.
Home to Stanford University and Sand Hill Road VC firms, Palo Alto has one of the highest concentrations of funded startups, serial entrepreneurs, and high-net-worth professionals in the country.
One flat monthly price covers your service with no hourly billing or surprise invoices. You always know what you pay, making it easy to budget for professional accounting help.
When you call or email, Bill or Hannah responds, not a call center or account manager. You get the same accountant every month who knows your Palo Alto business inside and out.
Palo Alto maintains its own minimum wage: $18.85/hr as of January 1, 2026. We apply the current Palo Alto rate automatically across our payroll and bookkeeping services before each effective date.
We serve Palo Alto businesses alongside clients from Milpitas to Santa Clara, knowing the California tax rules, CDTFA filing requirements, and EDD payroll compliance that affect your business.
Complete federal individual income tax return, including W-2 income, business income on Schedule C, rental income on Schedule E, investment income on Schedule D, and all eligible deductions and credits.
California state individual return filed alongside your federal return, including California-specific deductions, credits, and reporting requirements for rental income, business income, and stock sales.
RSU vesting, ESPP sales, ISO and NSO stock option exercises, and Section 83(b) elections handled accurately. We track your cost basis, holding periods, and AMT implications.
Schedule E rental income and expense reporting for one or multiple properties, including depreciation schedules, passive activity loss rules, and vacation rental partial-use allocations.
We calculate your Q1 through Q4 estimated tax payments each year to avoid underpayment penalties, particularly valuable for Palo Alto residents with variable income from business, freelance, or investments.
Schedule C for sole proprietors and single-member LLCs, including deductions for home office, vehicle use, health insurance premiums, SEP-IRA contributions, and all ordinary business expenses.
Yes. B&H prepares federal Form 1040 and California Form 540 for Palo Alto residents, including employees, business owners, landlords, and investors. We serve clients remotely via our secure portal. Call 408-256-0339.
Yes. Many Palo Alto residents receive RSUs, ESPPs, and stock options from Stanford spinoffs, VC-backed startups, law firms, and professional services on University Avenue. We handle vesting income reporting, ESPP sales, ISO and NSO exercises, holding period tracking, cost basis adjustments, and AMT calculations accurately.
California taxes all federal taxable income, treats capital gains as ordinary income with no preferential rate, and requires additional reporting for rental and business income. Palo Alto maintains its own minimum wage: $18.85/hr as of January 1, 2026. For W-2 employees, we also review all deductible expenses and California-specific credits.
Yes. Self-employed Palo Alto residents and business owners need to pay quarterly estimated taxes to avoid IRS and FTB underpayment penalties. We calculate your Q1 through Q4 vouchers each year and alert you before each due date.
Federal and California business and individual tax returns for Palo Alto small businesses and residents. Quarterly estimated tax planning included.
Palo Alto tax preparation →Flat-rate payroll for Palo Alto businesses via SurePayroll: direct deposit, quarterly filings, W-2s, and automatic compliance with Palo Alto minimum wage of $18.85/hr.
Palo Alto payroll services →See exactly how B&H monthly accounting works: upload, reconcile, report. Most Palo Alto clients spend under 20 minutes a month on their books.
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