Tax Preparation & Accounting Services in Palo Alto, CA

Accounting & Tax Services Tailored for Palo Alto's Unique Financial Landscape

Palo Alto is unlike anywhere else in the world — home to Stanford University, some of the most valuable startups on the planet, and professionals with some of the most complex tax situations you'll find anywhere. RSUs, ISOs, NSOs, carried interest, angel investments, crypto portfolios, rental income — we've seen it all and we handle it accurately.

B&H Accounting & Tax Services serves Palo Alto individuals and businesses remotely through our secure client portal, so you get expert South Bay accounting without any commute.

Complex Individual Tax Returns — We Handle It All

Palo Alto residents often face tax situations that go well beyond a simple W-2. We specialize in:

• RSUs, stock options (ISOs and NSOs), and ESPP shares

• Cryptocurrency gains and losses

• Rental property income and depreciation

• Consulting and freelance income

• Multi-state income for remote workers

• Angel investments and startup equity

Startup & Small Business Tax Services in Palo Alto

From early-stage startups filing their first business return to established Palo Alto small businesses needing ongoing bookkeeping and payroll support, we provide the right level of service at a price that makes sense. Our flat-rate monthly bookkeeping option is particularly popular with founders who want predictable accounting costs as they scale.

Catch-Up Accounting for Busy Founders and Professionals

When you're building a company or managing a demanding career, bookkeeping often falls behind. We specialize in catch-up accounting — getting your books and filings current quickly, so you can move forward without the weight of unresolved financial obligations.

Frequently Asked Questions — Palo Alto

Do I need to come to your Milpitas office?

Not at all. All of our Palo Alto clients work with us remotely through our highly secure client portal. You upload documents, we prepare your return or manage your books, and everything is handled digitally. Safe, fast, and convenient.

I have both personal and business taxes — can you handle both?

Yes, and it's actually more efficient when we handle both. We understand how your business activity flows into your personal return, which helps us find more deductions and avoid errors that can occur when business and personal taxes are handled separately.

Book Your Free Consultation

Call Bill at 408-256-0339 or Hannah at 408-332-2286, or email bnh@bnhtaxservice.com. Free consultation, no pressure — just straightforward answers.

Serving Palo Alto, Menlo Park, Mountain View, Redwood City, Los Altos, and clients throughout the Bay Area.