B&H provides accounting, bookkeeping, and tax services for Portola Valley small businesses — flat-rate monthly plans, QuickBooks expertise, and direct access to your accountant. 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, transaction categorization in QuickBooks, and financial statements, including P&L, balance sheet, and cash flow, delivered every month.
Annual business returns for S-corps, LLCs, partnerships, and sole proprietors. Federal plus California returns, with quarterly estimated tax planning included.
Federal Form 1040 and California 540 prepared accurately with full review of deductions, credits, RSU income, rental property, and business income reporting.
Flat-rate payroll via SurePayroll with direct deposit, quarterly 941 and California DE 9 filings, year-end W-2s, and automatic minimum wage rate compliance.
QuickBooks setup, chart of accounts design, and monthly maintenance. Behind on your books? We do catch-up accounting for any number of months quickly and accurately.
CDTFA sales tax returns prepared and filed monthly, quarterly, or annually. We manage prepayment schedules, exemption analysis, and economic nexus reviews.
Yes. B&H provides monthly bookkeeping, tax preparation, payroll processing, and sales tax filing for Portola Valley small businesses and individuals, all handled remotely through our secure client portal. Call 408-256-0339.
Monthly reconciliations in QuickBooks, transaction categorization, P&L and balance sheet reports, quarterly estimated tax reminders, and direct access to Bill or Hannah. One predictable monthly price with no hourly billing.
We stay current on California and local tax rules affecting Portola Valley businesses. Portola Valley follows the California state minimum wage: $16.90/hr in 2026. San Mateo County has no separate county rate. We also track CDTFA filing schedules, EDD payroll deadlines, and California business return due dates.
Yes. We work with a wide range of Portola Valley businesses including Home-based venture capital, professional services, and household employment with almost no retail. Our services scale from startup QuickBooks setup through full-service monthly accounting, tax, and payroll for established small businesses.
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.
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