Sunnyvale's tech workforce faces some of the most complex individual tax situations in California — RSUs, ISOs, H-1B income, AMT exposure, and California's aggressive treatment of equity. B&H files accurate, on-time personal tax returns for Sunnyvale residents.
Sunnyvale residents employed at AMD, LinkedIn, Juniper Networks, and dozens of startups routinely receive equity compensation that creates multi-layer tax situations. We know how to handle them accurately and find deductions that software misses.
RSU vesting events, ISO and NSO exercises, ESPP sales — Sunnyvale tech workers face equity tax events every year. We report them accurately and plan for AMT exposure before it happens.
Sunnyvale has one of the highest H-1B concentrations in Silicon Valley. We prepare returns for visa holders navigating dual-status years, foreign income disclosure, and FBAR requirements.
Before we file your return, you speak directly with Bill or Hannah to review it. No junior staff, no offshore processing — just clear, personal service.
California has its own AMT rules and disallows many federal deductions. Sunnyvale residents in high income brackets benefit from proactive California tax planning — not just compliance.
Accurate, on-time federal and California individual tax returns for Sunnyvale residents — W-2 employees, self-employed, and business owners with pass-through income.
RSU ordinary income, ISO/NSO exercises, ESPP sales, 1099-B reconciliation, and Form 8949 — all reported correctly so you don't overpay or trigger IRS notices.
Personal tax returns for Sunnyvale H-1B visa holders. We handle dual-status year returns, treaty positions, and FBAR filing for foreign financial accounts.
Freelancers and independent contractors in Sunnyvale receive Schedule C preparation with full deduction review — home office, vehicle, equipment, and professional expenses.
Self-employed Sunnyvale residents and those with significant non-W-2 income need quarterly estimated payments. We calculate accurate amounts to avoid underpayment penalties.
Behind on prior-year Sunnyvale tax filings or need to amend a return? We file IRS Form 1040-X and California 540X to correct errors and recover overpaid taxes.
Yes. B&H prepares federal and California personal tax returns for Sunnyvale residents — W-2 employees, self-employed contractors, business owners, and tech professionals with equity income. Call 408-256-0339 for a free consultation.
Yes. We handle RSU vesting income, ISO and NSO exercises, ESPP sales, 1099-B reconciliation, and AMT analysis. Sunnyvale tech employees at AMD, LinkedIn, and area startups trust us to get equity tax right the first time.
Yes. H-1B workers in Sunnyvale typically file as U.S. residents on Form 1040 and may have foreign income or accounts to disclose. We prepare accurate returns with FBAR and FATCA guidance where needed.
W-2s, 1099s, 1099-B brokerage statements, K-1s, mortgage interest statements, property tax records, and deductible expense receipts. Upload everything to our secure portal — we organize, review, and file your return.
Own a Sunnyvale business alongside your W-2 job? We prepare both your personal and business returns — S-corps, LLCs, Schedule C — coordinated for the best outcome.
Sunnyvale business tax preparation →If you're a Sunnyvale founder, your personal and business taxes are intertwined. We handle startup accounting and individual returns together — R&D credits, QSBS exclusions, and pass-through income all in one place.
Sunnyvale startup accounting →See how B&H's streamlined process works for Sunnyvale clients. Upload documents securely, we review and file — most clients spend under 30 minutes of their own time.
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