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.
Learn More →Monthly close, financial reporting, payroll oversight, QuickBooks integration, and audit-ready workpapers for closely-held businesses.
Learn More →Fractional CFO services, M&A buy/sell-side support, business valuations, entity formation, succession planning, and growth strategy.
Learn More →Estate and gift tax planning, trust returns, multi-generational wealth strategy, charitable structures, and 2026 sunset planning.
Learn More →We work alongside the industries we know best, the ones with the most nuance and the highest stakes.
REPS, cost seg, 1031 exchanges, depreciation.
View Practice →Partner buy-ins, equipment §179, PPMs.
View Practice →Job costing, completed-contract, R&D.
View Practice →Trust accounting, partner economics, PTET.
View Practice →Equity comp, multi-state, R&D credits.
View Practice →QPA, multi-state nexus, project costing.
View Practice →Practice valuations, associate buy-ins.
View Practice →Group structuring, NPA contracts, billing.
View Practice →None of these are pitchable on a website. They show up in the deliverables and in the calls. Clients notice within a quarter.
Before we touch a new return, we read the prior three years. Most of the missed savings, missed elections, and quiet exposures we find live there. New CPA, new pair of eyes, before the first deliverable.
Most firms silo these. We run them as one engagement. A tax planning decision in November feeds the December close, which informs the January advisory call. One file, one team, one direction.
Your estate attorney, wealth advisor, insurance broker, and operating partners should all be on the same plan. We sit at that table with them, not in a separate silo emailing about a basis discrepancy in March.
Real estate, medical and dental, construction, law firms, technology founders, non-public agencies. We hold actual playbooks for each, refined through real engagements, not slide decks borrowed from a marketing kit.
How Bay Area independent consultants, coaches, and fractional executives can structure their tax strategy to capture material…
How Bay Area managed service providers and IT consulting firms should structure their tax strategy around R&D credits, MRR…
How Bay Area marketing and advertising agencies should structure contractor relationships and manage multi-state tax exposure as…
Real reviews from real clients, pulled live from our Google Business Profile.
WHAT WE FIND
Most clients arrive with the same six gaps. The free 30-minute review tells you which ones apply to your situation, and what each is worth.
LLCs taxed as sole props that should be S-corps. Inherited C-corps that should have converted. The election alone often returns five figures annually, and most filers never raise it.
Solo 401(k), SEP, defined benefit, and cash balance plans. Most owners save 30–50% less than their structure allows, because no one ever modeled the upper end.
Active investors who could deduct paper losses against W-2 or business income, but the REPS election was never made, or set up wrong, or not documented.
Out-of-state contractors, remote employees, SaaS customers in NY/CA. Small filings missed today become large assessments later, with penalties.
Real estate owners with depreciable property who haven't accelerated. A $1M building can release $150–$250K of deductions in Year 1, and most CPAs never bring it up.
R&D for engineering and SaaS, §179D for energy retrofits, PTET for professional services. The credits exist, most generic CPAs don't pursue them.
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.
