Most clients engage Milestone for more than one of these. They run as one team, under one engagement, with one CPA on the file.
Federal and state returns for individuals, partnerships, S-corps, C-corps, trusts and estates. Quarterly planning, IRS and FTB representation, and multi-state work.
Monthly close, financial reporting, payroll oversight, QuickBooks integration, and audit-ready workpapers for closely-held businesses.
Fractional CFO services, M&A buy/sell-side support, business valuations, entity formation, succession planning, and growth strategy.
Estate and gift tax planning, trust returns, multi-generational wealth strategy, charitable structures, and 2026 sunset planning.
We work alongside the industries we know best — the ones with the most nuance and the highest stakes.
Most CPA firms file your return and move on. We work differently in five specific ways — and these are the things clients tell us they didn't know to ask for until they had them.
Before we touch a new return, we read your last three. Cover to cover. We almost always find a deduction missed, a structure that should have changed, or a credit no one mentioned. That work is included — not billed extra.
Most firms silo these. We run them as one engagement so a tax planning decision feeds the next month's close, which informs the next quarter's advisory call. One CPA holds the whole picture.
Your estate attorney, wealth advisor, insurance broker, and operations team should be on the same plan. We sit at the table with them — not in a separate silo making conflicting recommendations.
Real estate, medical and dental, construction, law firms, tech founders — we have actual playbooks for each, refined through real engagements. Specific deductions, common pitfalls, the questions an industry-naive CPA never thinks to ask.
Quarterly windows are real: Q1 entity decisions, Q3 mid-year planning, Q4 year-end moves, post-filing reviews. We book them ahead and keep them. Most of what saves money happens long before the return is due.
How Bay Area independent consultants, coaches, and fractional executives can structure their tax strategy to capture material…
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Real reviews from real clients — pulled live from our Google Business Profile.
Direct answers to the questions that come up most often.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm — and what we would do if it is.
