San Jose Accounting, Bookkeeping & Tax

About San Jose

Accounting, Bookkeeping & Tax Services in San Jose CA

With over one million residents, San Jose is Silicon Valley's largest city and home to thousands of small businesses spanning every industry — from tech startups in the North San Jose innovation district to family-owned restaurants in Willow Glen, retailers along Santana Row and Valley Fair, and professional services firms throughout Downtown San Jose. The diversity and scale of San Jose's economy means businesses here face a wide range of accounting and compliance challenges.

B&H Accounting & Tax Services brings hands-on experience with sole proprietors, LLCs, S-Corps, and C-Corps across San Jose's most common industries. Our Milpitas office is just 5 miles from downtown San Jose — easy to reach from North First Street, Willow Glen, Berryessa, and the 880/101 interchange. Whether your business is in Almaden Valley, Evergreen, or Japantown — we can meet at our office, come to you, or handle everything through our secure portal.

What We Do

Our Services for San Jose Businesses

From ongoing monthly bookkeeping to catching up on years of overdue taxes — we handle it all for San Jose businesses.

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Flat Rate Accounting, Bookkeeping & Taxes

Are you spending nights and weekends on your books instead of running your business? Pick exactly what you need — monthly bookkeeping, full-service accounting, business tax filing, payroll, sales tax, or the whole package. One flat monthly price, no hourly billing, no surprises. Mix and match services as your business grows.

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Small–Mid Size Business Tax

Business taxes are nothing like personal taxes — and the wrong approach costs you money. We work with Sole Proprietors, LLCs, S-Corps, and C-Corps across manufacturing, retail, high-tech, construction, and restaurants. San Jose businesses trust us to ask the right questions, find deductions you didn't know you had, and file everything correctly the first time.

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Catch-Up Accounting Services

Lost receipts? Years of unfiled tax returns in San Jose? Received an IRS or California FTB notice and don't know where to start? We hear this every week — and we know how to work through it. B&H helps San Jose small businesses reconstruct missing records from bank statements, file overdue returns, and resolve outstanding tax agency notices. The situation is almost never as bad as the anxiety around it. No judgment — just a practical plan to get you current. Most San Jose clients who came to us for catch-up stayed for ongoing support.

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Individual Tax Returns

Simple or complex — we handle it all. Side hustles, stock & crypto trading, rental properties, and more. Meet in person at our Milpitas office, at your location, or work through our secure portal — whatever's most convenient. Options include receiving your refund in as little as 2 days.

Why Choose B&H

Why San Jose Businesses Choose B&H

We built B&H around what small business owners actually need — not what big accounting firms want to sell you.

One Flat Monthly Rate

Pick exactly what your business needs — monthly bookkeeping, full-service accounting, business tax filing, payroll, sales tax, or any combination. One flat monthly price covers it all. No hourly billing, no surprise invoices.

We Run Your Entire Back Office

Stop spending nights and weekends on paperwork. We take over your transactions, reconciliations, quarterly reports, and year-end filings — so you can get back to running your business.

QuickBooks Certified Advisors

Your books are managed by certified QuickBooks Online advisors — accurate, organized, and always tax-ready. Clean financials also make it easier to apply for a loan or bring on investors when the time comes.

QuickBooks Expertise

QuickBooks ProAdvisor in San Jose, CA

B&H is a certified QuickBooks ProAdvisor firm serving San Jose small businesses. That means your books are not just entered into QuickBooks — they are set up correctly from the start, with the right chart of accounts for your industry, automated bank feeds, and a reconciliation process that catches errors before they become tax problems.

For San Jose businesses already using QuickBooks Online, we can migrate, clean up, or take over an existing file and maintain it going forward. For new businesses, we set up QuickBooks correctly from day one. San Jose lenders, investors, and the IRS all expect to see clean QuickBooks financials — that’s what we deliver, month after month.

Know Who You Need

CPA, Accountant, or Bookkeeper: Which Do You Need?

Many San Jose business owners search for a “CPA in San Jose” when a skilled accountant is exactly what they need — and the difference matters.

Bookkeeper

Records day-to-day transactions, reconciles bank accounts, and keeps your financial data organized. A bookkeeper does not prepare tax returns, give tax advice, or represent you with the IRS. Most small businesses pair a bookkeeper with an accountant or tax professional.

Best for: Businesses that need clean, organized records and someone to maintain the day-to-day flow of financial data.

Accountant / Tax Professional

Accountant & Tax Professional

Prepares business and personal tax returns, gives tax planning advice, handles IRS and FTB correspondence, processes payroll, manages sales tax, and maintains your books. An Enrolled Agent (EA) can represent clients before the IRS in all matters — including audits — just like a CPA.

Best for: Most small businesses. This is the full-service option for bookkeeping, tax filing, payroll, and ongoing financial management — without paying CPA rates.

CPA

CPA (Certified Public Accountant)

A licensed professional who has passed the CPA exam and met state licensing requirements. CPAs are required for audited or reviewed financial statements (needed for larger SBA loans, SEC filings, and some investor due diligence). For most small businesses, a CPA is not necessary.

Best for: Businesses that need audited financials — typically companies seeking investor funding over $1M, SBA loans over $750K, or government contracts requiring audited statements.

B&H is not a CPA firm — and for the vast majority of San Jose small businesses, you don’t need one. We handle your books, taxes, payroll, and sales tax at a flat monthly rate, and we will tell you honestly if your situation ever requires a CPA referral. Call 408-256-0339 for a free consultation.

Frequently Asked Questions

San Jose Accounting & Tax FAQ

Which San Jose neighborhoods do you serve?

All of them. We serve San Jose clients in Willow Glen, Almaden Valley, Berryessa, Evergreen, Japantown, downtown San Jose, Santana Row, the North San Jose innovation district, and everywhere in between. Meet us in person or work through our secure portal — location within San Jose doesn’t affect service or pricing.

Do you support startups in North San Jose or Silicon Valley generally?

Yes — we have experience with Silicon Valley startups, including entity structure decisions, R&D credit eligibility, QSBS planning, and the QuickBooks setup that makes future audits and fundraising rounds much easier. For startup-specific guidance, see our Startup Accounting page.

Can you handle business taxes for an LLC or S-Corp in San Jose?

Absolutely. We file business taxes for sole proprietors, single-member and multi-member LLCs, S-Corps, and C-Corps across San Jose. We ask the right questions to catch deductions you didn’t know you had and file everything correctly the first time.

How long does it take to get started with B&H?

Usually a week or two. After a free phone consultation we’ll get you set up in QuickBooks Online (or migrate your existing books), connect your bank accounts, and start the first month of bookkeeping. Catch-up engagements can take longer depending on how far behind you are.

How much does accounting cost in San Jose?

Bay Area accounting firms typically charge $150–$400 per hour for CPA time, and $400–$800 per month for basic bookkeeping services. B&H charges one flat monthly rate that covers bookkeeping, business tax filing, payroll, and sales tax — you pick the services you need. Call 408-256-0339 and we’ll quote a flat monthly price in the same conversation, with no hidden fees and no hourly surprises.

Do I need a CPA for my San Jose business?

Most San Jose small businesses do not need a CPA. By law, only attest services — audits, reviews, and compilations — legally require a CPA license. Those are triggered by large bank loans, institutional investors, or SEC requirements. For everything else — bookkeeping, tax returns, payroll, sales tax, and IRS correspondence — a qualified accountant delivers the same outcome for significantly less. B&H handles all of it at a flat monthly rate. If your situation ever requires a CPA, we’ll tell you directly and refer you to one. See the full CPA vs. accountant breakdown →

Specialized Services

More Services for San Jose Businesses

Startup Accounting & R&D Tax Credits

San Jose's North First Street and downtown tech district are home to hundreds of early-stage companies. Our startup accounting service covers monthly bookkeeping, R&D tax credit documentation, and QSBS Section 1202 equity planning — built for Silicon Valley founders who can't afford to get the numbers wrong early.

San Jose startup accounting & R&D credits →

Business & Individual Tax Preparation

We handle the full range of San Jose business and personal tax returns — sole proprietors, LLCs, S-Corps, and C-Corps. Our flat-rate tax preparation service covers federal, California state, and local filings with no hourly billing and no year-end surprises.

Business & individual tax preparation →

Our Flat-Rate Bookkeeping Process

One monthly price, no hourly billing, fully remote. Our easy accounting & bookkeeping process takes 20 minutes a month of your time — upload documents through the secure portal, and we handle reconciliations, reports, and filings from there.

See how the EZ Process works →

Accountant in San Jose, CA

Looking for a San Jose accountant for year-round support — not just tax season? Our San Jose accountant page covers how B&H works as your ongoing accounting partner: direct access to Bill and Hannah, flat monthly pricing, and no hourly billing ever.

Meet your San Jose accountant →

Get In Touch

Schedule Your Free Consultation

Give us a call or send an email — it's a direct line to Bill or Hannah, not a call center.

Bill Karp

408 - 256 - 0339

Looking for help with taxes or accounting? We would love to talk with you. Call or email to schedule your free consultation — no pressure, no obligation.

📞 Call Bill ✉️ Email

Hannah Le

408 - 332 - 2286

Reach out to Hannah directly for bookkeeping inquiries or to get started with our flat-rate monthly services. We're here to help.

📞 Call Hannah ✉️ Email

📧 Email: BNH@BNHTaxService.com

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Accounting, Bookkeeping & Tax Services in San Jose, CA