A BOUTIQUE BAY AREA CPA FIRM
Year-round tax, accounting, and advisory work run by one senior CPA. Flat fees scoped before we start. Answers when you need them, not just at deadline.
What we do
The person on your strategy call is the person reading your return. No relay race between three vendors who have never spoken to each other.
Practice
Tax
Move the bill. Not the deadline.
Practice
Accounting
Books that drive decisions.
Practice
Advisory
The strategic seat most CPAs skip.
Principal-led
A senior CPA on every engagement
Same person on the strategy call, the return, and the year-end review.
Flat fees
Scoped before we start
No hourly billing. No surprise invoices. You know the number up front.
Year-round access
Reachable in October, not just April
Planning conversations before decisions, not tax bills after them.
Nationwide practice
Bay Area home. Multi-state ready
Pleasanton-based CPA firm serving clients across state lines.
Who we serve
Owner-led businesses, active real estate investors, and high-earning families need more than a preparer. Pick the door that fits, or start with a call and we will route you.
Business owners
Year-round counsel for owner-led firms
Books that drive decisions. We work alongside you through hiring, partner buy-ins, expansion, and every quarterly call that shapes the next year.
For Business OwnersReal estate investors
5 to 50 properties. A CPA who reads K-1s.
Cost segregation that lands. 1031s timed before you sign. Investor reporting your LPs can read. East Bay and Tri-Valley deal flow is our backyard.
For Real Estate OperatorsHigh-earning families
Wealth built to last more than one generation
Estate plans that don't sit in a drawer. Trust returns done right. Business interests, brokerage accounts, and family LLCs coordinated as one.
For FamiliesWhat changes when you work with us
Until they had it. Every one of these is standard at Milestone. Not an upgrade, not an add-on.
One CPA, end to end.
The person on your strategy call is the person reading your return. No relay race between a tax partner, a bookkeeper, and an audit manager who have never spoken to each other.
Tax, accounting, and advisory as one engagement.
Year-end planning starts in October because we already see the books in October. Decisions get modeled before the year closes, not after the return is filed.
A CPA who takes time to understand you.
Your business, your family, your priorities. Not just your file. So the advice fits your actual life instead of a template.
CPA, MBA
Ronak Bhatt
Founder, Milestone CPAs
From the founder
I spent years at large national firms watching the same pattern. Smart, capable business owners getting service that did not match what they were paying. CPAs who only showed up at the deadline. Advice that played it safe because nobody had the time to actually understand the situation.
Milestone exists to do the opposite. Flat fees you can predict. Year-round access to a CPA who knows your business. Advice specific to what you are building, not generic guidance copied from a template.
Industries we know
We work with a limited number of sectors on purpose. When we take you on, we already know the payer mix, the compensation quirks, and the tax positions your peers get wrong.
Physician W-2/K-1 comp, payer reconciliation, section 179 planning.
Cost segregation, 1031 exchanges, K-1 heavy partnerships.
District IEP billing, CDE compliance, multi-county filings.
MSO/PC structure, injectables inventory, equipment planning.
Payroll compliance, Medicare cost reports, receivables cycles.
Partner comp, trust accounting, entity design.
Who we work best with
Not everyone is the right fit. Here is what tends to bring people through our door.
01
Your current CPA only shows up at the deadline.
Tax season feels reactive. You want a partner who is planning with you in October, not telling you what happened in March.
02
Your business and personal financial life are tied together.
Real estate income, business distributions, equity comp, family entities. You need someone who sees the whole picture, not just one return.
03
You want to make better decisions, not just file forms.
Hire or wait. Buy or lease. Distribute or reinvest. You want a CPA who can model the trade-off, not just record it after the fact.
Insights & guides
Plain-language pieces on tax, structure, and cash mechanics for the sectors we serve.
Reasonable Compensation Deep Dive: The Defensible-Number Playbook for S-Corp Owners
The single most scrutinized figure on an S-Corp return: the owner's salary. Pay yourself right, and you keep the IRS off your file.
Read article
Series LLCs & Holding Company Structures for Multi-Venture Owners
When you own several ventures or properties, one question dominates: how do you keep a problem in one from touching the others.
Read article
Partnership Basics for Multi-Owner Businesses: Operating Agreements, K-1s, Special Allocations
When two or more people own a business together, the partnership is often the most flexible structure — and the most misunderstood.
Read article
Common questions
The questions we hear on almost every first call. Straight answers, no small print.
Every engagement is flat-fee and scoped in writing before we start. No hourly billing. No surprise invoices after the return.
Ranges we typically see: individual returns start around $850, business + owner combined engagements start around $3,500, and multi-entity or real estate operators are quoted based on complexity. We tell you the number on the scoping call.
Yes, but selectively. We onboard a limited number of clients per quarter to keep the year-round advisory model working. If we are at capacity for your service type we will tell you directly and, if it makes sense, refer you to a firm we trust.
A 30-minute conversation with a senior CPA. We ask questions about your business, entities, and priorities. You ask questions about how we work. By the end, you know whether we are a fit and what the engagement would cost.
No pressure. If it is not the right fit, we say so.
Both, and advisory. Most of our clients use us across all three because that is where the compounding value shows up: the CPA who reads your books is the same person who plans the tax and models the big decisions.
You can start with one practice and expand into the others when ready.
One senior CPA on every file. No relay race between a tax partner, a bookkeeper, and an audit manager who have never spoken to each other.
Flat fees. You know the number before we start.
Year-round access. Reachable in October, not just April, so decisions get modeled before they happen, not explained after.
Yes, and it happens often. We handle the transition, request prior-year returns, and start the planning conversation immediately. In many cases, we can identify meaningful moves for the current year even when we take over in Q3 or Q4.
A complimentary consultation
A 30-minute call to review your situation and tell you honestly whether Milestone is the right CPA partner for what you are building.
Every inbound is read by a CPA. Response within one business day.
