B&H provides startup accounting, R&D tax credits, QuickBooks setup, and burn-rate tracking for Portola Valley small businesses — flat-rate plans, R&D credit expertise, and direct access to Bill or Hannah from day one. 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.
We set up QuickBooks Online from scratch for Portola Valley startups: chart of accounts built for early-stage companies, bank feed connections, opening entries, and first reconciliation included.
Monthly QuickBooks maintenance, transaction categorization, and financial reporting, including a burn rate dashboard so founders and investors always know your runway.
IRC Section 41 R&D tax credit analysis for Portola Valley startups with software, hardware, or biotech development activities. We identify qualifying expenses and maximize the credit against your tax liability.
We advise Portola Valley founders and early investors on Qualified Small Business Stock exclusions under Section 1202, which can provide up to 100% federal capital gains exclusion on qualifying stock held for 5+ years.
Payroll for your first employees with direct deposit, quarterly 941 and California DE 9 filings, W-2s, and compliance with Portola Valley minimum wage at $16.90/hr. Scales as you grow.
Monthly financial statements formatted for investor reporting and due diligence: GAAP-basis P&L, balance sheet, and cash flow statement ready for your next funding round.
Yes. B&H provides startup accounting for Portola Valley early-stage companies: QuickBooks setup, monthly bookkeeping, R&D tax credit analysis, and payroll. We serve clients remotely via our secure portal. Call 408-256-0339.
Yes. If your Portola Valley startup is engaged in software development, hardware engineering, biotech research, or other qualifying activities, we perform an IRC Section 41 R&D credit analysis to identify qualifying wages, supplies, and contractor costs.
Ideally at formation, before you open a bank account or run your first payroll. Setting up QuickBooks correctly from day one and understanding California payroll obligations, including the Portola Valley minimum wage of $16.90/hr, prevents expensive cleanups later.
Yes. We advise Portola Valley founders on Section 1202 QSBS exclusion eligibility, early exercise and 83(b) election timing, and stock option grant reporting, critical decisions that can save founders significant capital gains taxes at exit.
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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