B&H provides monthly bookkeeping, QuickBooks accounting, and tax services to Portola Valley professionals, consultants, and small business owners. Flat-rate plans, direct access to Bill or Hannah, and expertise in high-net-worth financial situations.
Portola Valley is one of the most affluent communities in San Mateo County — home to venture capitalists, retired tech executives, and senior professionals. Most "businesses" here are consulting practices, investment entities, or professional services firms with complex income structures.
One monthly price covers your reconciliations, reports, and direct access to us. No hourly billing, no surprise invoices. You always know what you'll pay.
Many Portola Valley clients have RSU income, portfolio dividends, trust distributions, K-1s, and consulting fees all in one year. We organize it all cleanly in QuickBooks.
We handle Schedule H filings and California DE 3 for Portola Valley households that employ nannies, housekeepers, or personal assistants — often overlooked until tax time creates a problem.
When you have a question, Bill or Hannah answers — not a call center. Same bookkeeper every month who knows your accounts and your goals.
Monthly bank and credit card reconciliations in QuickBooks, transaction categorization, and financial reports — P&L, balance sheet, and cash flow statement every month.
New business setup or catch-up on months of messy books. We get your QuickBooks current and structured so tax time is straightforward.
Federal Schedule H, California DE 3, and quarterly household employer filings. We handle nanny and household employee payroll registration, deposits, and year-end W-2s.
CDTFA sales tax returns prepared and filed on time. We track taxable vs. non-taxable revenue and handle prepayment schedules for applicable businesses.
Annual federal and California returns for LLCs, S-corps, partnerships, sole proprietors, and individuals with complex income. Quarterly estimated tax planning included.
Behind on your books? We reconstruct months or years of records quickly and accurately — getting you current before the next tax deadline.
Yes. B&H serves Portola Valley businesses and professionals remotely through our secure client portal. Most clients spend under 20 minutes a month uploading documents — we handle the rest. Call 408-256-0339 for a free consultation.
Yes. Many Portola Valley clients are independent consultants, advisors, or retired executives running single-member LLCs or S-corps. We provide monthly reconciliations, P&L reports, quarterly tax planning, and 1099-NEC filing support.
Portola Valley follows the California state minimum wage — $16.90/hr in 2026. There is no separate San Mateo County or Portola Valley local minimum wage above the state rate. We ensure your payroll reflects the current California rate and update automatically each January 1.
Absolutely. Many Portola Valley households employ nannies, housekeepers, or personal assistants. Federal Schedule H and California DE 3 requirements apply. We handle household employer registration, quarterly filings, and annual W-2 issuance so you stay compliant.
Complex returns for Portola Valley professionals — RSUs, K-1s, trust income, portfolio dividends, and California Schedule CA. We prepare federal and state returns with full quarterly planning.
Portola Valley tax preparation →High-net-worth individual returns with multiple income streams. We handle complex filings for Portola Valley residents with investment income, business income, and equity compensation.
Individual tax returns Portola Valley →See exactly how B&H's monthly bookkeeping process works — upload, reconcile, report. Most Portola Valley clients spend under 20 minutes a month on their books.
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