B&H provides accounting, bookkeeping, tax preparation, and payroll for Portola Valley small businesses — flat-rate monthly plans, QuickBooks expertise, and direct access to Bill or Hannah. One of the wealthiest small towns in the US, Portola Valley is home to venture capitalists, retired tech executives, and professional service providers with highly complex individual tax situations.
One of the wealthiest small towns in the US, Portola Valley is home to venture capitalists, retired tech executives, and professional service providers with highly complex individual tax situations.
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 Portola Valley business inside and out.
Portola Valley follows the California state minimum wage: $16.90/hr in 2026. San Mateo County has no separate county rate. We apply the current Portola Valley rate automatically across our payroll and bookkeeping services before each effective date.
We serve Portola Valley businesses alongside clients from Milpitas to San Jose, knowing the California tax rules, CDTFA filing requirements, and EDD payroll compliance that affect your business.
Monthly bank and credit card reconciliations in QuickBooks, transaction categorization, and financial statements delivered every month.
Annual federal and California returns for S-corps, LLCs, partnerships, sole proprietors, and individuals. Quarterly estimated tax planning included.
Weekly or bi-weekly payroll via SurePayroll with direct deposit, quarterly 941 filings, annual W-2s, and automatic minimum wage compliance.
We set up QuickBooks correctly from day one or clean up an existing file. Catch-up accounting for months or years of backlog handled quickly.
CDTFA sales tax returns prepared and filed on time. We track taxable vs. non-taxable revenue and prepayment schedules for high-volume sellers.
From QuickBooks setup and burn-rate tracking to R&D tax credit analysis under IRC Section 41, we support early-stage businesses from formation through first revenue.
Yes. B&H Accounting & Tax Services serves Portola Valley businesses and individuals remotely through our secure client portal. Most clients spend under 20 minutes a month uploading documents. Call 408-256-0339 for a free consultation.
We provide monthly bookkeeping, QuickBooks setup and maintenance, business and individual tax preparation, payroll processing, California sales tax filing, and startup accounting with R&D credit analysis, all at flat monthly rates.
Portola Valley follows the California state minimum wage: $16.90/hr in 2026. San Mateo County has no separate county rate. We update your payroll before each effective date so you are always compliant without tracking rate changes yourself.
Yes. We work with Portola Valley tech startups and Home-based venture capital, professional services, and household employment with almost no retail, providing QuickBooks setup, burn-rate tracking, payroll compliance, and R&D tax credit analysis under IRC Section 41 for qualifying software and hardware development expenses.
Federal and California business and individual tax returns for Portola Valley small businesses and residents. Quarterly estimated tax planning included.
Portola Valley tax preparation →Flat-rate payroll for Portola Valley businesses via SurePayroll: direct deposit, quarterly filings, W-2s, and automatic compliance with Portola Valley minimum wage of $16.90/hr.
Portola Valley payroll services →See exactly how B&H monthly accounting works: upload, reconcile, report. Most Portola Valley clients spend under 20 minutes a month on their books.
See how the EZ Process works →Join our free email list for timely updates written for business owners in Portola Valley, Milpitas, San Jose, and Santa Clara:
No spam, no sales pitches. Just information a Bay Area business owner actually needs.
Clicking opens your email app. We add you manually — your information is never shared or sold.