At Milestone Certified Public Accountants, we deliver expert tax and accounting, and advisory services designed to simplify your financial life and drive long-term success. Based in Pleasanton, CA, our CPA firm partners with small businesses, entrepreneurs, professionals, and individuals to deliver customized financial solutions that fuel growth, optimize tax strategies, and protect your wealth.
Whether you need precise small business accounting, proactive tax planning, or high-level Virtual CFO services, our experienced team is committed to delivering exceptional service with a personalized touch. We don’t just manage your numbers — we empower you to make smarter financial decisions at every stage.
When you bundle all of your accounting, tax, and advisory services with us, you’ll receive a 20% discount — helping you save money while gaining the financial clarity and confidence your business deserves.
Comprehensive Accounting and Tax Solutions
Minimize your tax burden and stay compliant with strategic tax planning services. Our proactive approach ensures you capture every deduction and credit available, avoiding costly surprises during tax season.
Stay focused on growing your business while we handle your accounting, bookkeeping, and financial reporting needs. Our customized packages scale with your business and provide real-time insights to keep you ahead.
We offer more than accounting — we deliver strategic business advisory solutions. From startup consulting to exit strategies, we help you navigate challenges and seize new opportunities with confidence.
Gain the expertise of a seasoned financial executive without the full-time cost. Our Virtual CFO and controller services help you manage cash flow, maximize profitability, and plan for sustainable growth.
Accounting for Your Success,
Every Step of the Way.
Industries We Serve
We provide accurate accounting and bookkeeping services, helping you make informed decisions. We help construction companies and subcontractors maintain profitability, manage risk, and meet deadlines with confidence.
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We understand the complexities of running a private practice. We offer tax-efficient strategies, payroll and bookkeeping services, and practice performance insights to help optimize revenue while staying compliant.
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Whether you’re in law, consulting, design, or IT, we’ll free you from the tedious accounting and bookkeeping tasks that are straining your resources and will find ways to save you time and money.
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We offer real estate accounting, 1031 exchange planning, cost segregation studies, and entity structuring to help investors and developers in residential and multifamily real estate increase ROI and reduce tax exposure.
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We support animal health professionals with veterinary practice accounting, tax strategy, and business planning to ensure operational efficiency, profitability, and long-term growth—so you can focus on patient care, not paperwork.
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At Milestone Certified Public Accountants, we’re more than just a CPA firm — we’re your strategic partner for building a stronger, more profitable future. Whether you’re an individual planning for tomorrow or a business owner growing toward the next big milestone, we’re here to support your goals with precision, integrity, and care.
