Tax Preparation — San Francisco, CA

Tax Preparation in San Francisco, CA

B&H provides business and individual federal and California tax preparation for San Francisco small businesses — accurate returns, maximum legitimate deductions, and year-round tax planning. San Francisco complex business environment includes the SF Gross Receipts Tax, one of California highest minimum wages, a world-class restaurant and tech startup scene, creating significant accounting and tax filing needs for businesses of every size.

Tax Preparation for San Francisco Businesses

San Francisco complex business environment includes the SF Gross Receipts Tax, one of California highest minimum wages, a world-class restaurant and tech startup scene, creating significant accounting and tax filing needs for businesses of every size.

Flat-Rate Pricing — No Surprises

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.

Direct Access to Bill or Hannah

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 San Francisco business inside and out.

San Francisco Minimum Wage Compliance

San Francisco has its own minimum wage: $18.67/hr effective July 1, 2026, indexed to the Bay Area CPI. SF also has a Gross Receipts Business Tax that applies to businesses with San Francisco operations. We apply the current San Francisco rate automatically across our payroll and bookkeeping services before each effective date.

Silicon Valley Accounting Expertise

We serve San Francisco businesses alongside clients from Milpitas to Fremont, knowing the California tax rules, CDTFA filing requirements, and EDD payroll compliance that affect your business.

Tax Preparation for San Francisco Businesses

Business Tax Returns

Federal and California business returns for S-corps, LLCs, partnerships, and sole proprietors, filed accurately and on time with quarterly estimated tax planning included.

Individual Tax Returns

Federal Form 1040 and California Form 540 for San Francisco residents, including W-2 income, business income, rental property, investment income, RSU and stock options, and all deductions and credits.

Quarterly Estimated Tax Planning

We calculate your Q1, Q2, Q3, and Q4 estimated tax payments each year. San Francisco business owners and high-income employees with equity compensation often significantly underpay without a plan.

Prior-Year Tax Return Preparation

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.

Tax Planning for Business Owners

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.

IRS & FTB Correspondence Support

If your San Francisco 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.

San Francisco Tax Preparation FAQ

Do you prepare tax returns for San Francisco businesses and residents?

Yes. B&H prepares federal and California tax returns for San Francisco 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.

What business tax returns do you prepare for San Francisco businesses?

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.

How do you handle San Francisco residents with RSUs and stock options?

Many San Francisco residents receive RSUs and stock options from Funded tech startups, restaurants and hospitality, finance, creative agencies, and non-profits. We handle vesting income reporting, ESPP sales, ISO and NSO exercise reporting, holding period tracking, and AMT calculations, all common complexities for San Francisco individual returns.

Do you help San Francisco businesses with quarterly estimated taxes?

Yes. California business owners and self-employed San Francisco 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.

More Services for San Francisco Businesses

Tax Preparation for San Francisco Businesses

Federal and California business and individual tax returns for San Francisco small businesses and residents. Quarterly estimated tax planning included.

San Francisco tax preparation →

Payroll Services in San Francisco

Flat-rate payroll for San Francisco businesses via SurePayroll: direct deposit, quarterly filings, W-2s, and automatic compliance with San Francisco minimum wage of $18.67/hr.

San Francisco payroll services →

Our Flat-Rate EZ Accounting Process

See exactly how B&H monthly accounting works: upload, reconcile, report. Most San Francisco clients spend under 20 minutes a month on their books.

See how the EZ Process works →
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