B&H provides business and individual federal and California tax preparation for Portola Valley small businesses — accurate returns, maximum legitimate deductions, and year-round tax planning. 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.
Federal and California business returns for S-corps, LLCs, partnerships, and sole proprietors, filed accurately and on time with quarterly estimated tax planning included.
Federal Form 1040 and California Form 540 for Portola Valley residents, including W-2 income, business income, rental property, investment income, RSU and stock options, and all deductions and credits.
We calculate your Q1, Q2, Q3, and Q4 estimated tax payments each year. Portola Valley business owners and high-income employees with equity compensation often significantly underpay without a plan.
Behind on filing? We prepare prior-year federal and California returns accurately and file them promptly to minimize IRS and FTB penalties and interest, and check for refunds you may have missed.
Entity structure analysis, retirement plan contributions such as SEP-IRA and Solo 401(k), depreciation strategy under Section 179, bonus depreciation, and year-end tax reduction planning.
If your Portola Valley business receives an IRS or California FTB notice, we respond on your behalf, explaining the issue, gathering documentation, and resolving it without you navigating government agencies alone.
Yes. B&H prepares federal and California tax returns for Portola Valley businesses and individuals, including S-corps, LLCs, sole proprietors, and personal returns with complex income. We serve clients via our secure portal. Call 408-256-0339.
We prepare federal Form 1120-S for S-corps, 1065 for partnerships, and Schedule C for sole proprietors, plus the corresponding California returns including 100S, 565, 568, and Schedule C. We also provide guidance on the California LLC minimum franchise tax.
Many Portola Valley residents receive RSUs and stock options from Home-based venture capital, professional services, and household employment with almost no retail. We handle vesting income reporting, ESPP sales, ISO and NSO exercise reporting, holding period tracking, and AMT calculations, all common complexities for Portola Valley individual returns.
Yes. California business owners and self-employed Portola Valley residents must pay quarterly estimated taxes to avoid underpayment penalties. We calculate your Q1 through Q4 vouchers each year and alert you before each April 15, June 15, September 15, and January 15 deadline.
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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