A BOUTIQUE BAY AREA CPA FIRM
Three kinds of clients in the Bay Area need a CPA who actually understands their world. Year-round counsel. Flat fees. One partner on every engagement.
Ronak Bhatt, CPA, MBA leads every engagement personally.
Scoped before we begin. No hourly billing surprises.
A CPA you can reach in October, not just April.
Bay Area based. Multi-state filings and remote clients.
WHO WE SERVE
Each door leads to a page built around what you actually need, in language that doesn't assume you went to accounting school.
FOR BUSINESS OWNERS
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 Owners →FOR REAL ESTATE INVESTORS
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 Operators →FOR HIGH-EARNING FAMILIES
Estate plans that don't sit in a drawer. Trust returns done right. Business interests, brokerage accounts, and family LLCs that coordinate.
For Families →WHAT CHANGES WHEN YOU WORK WITH US
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.
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.
Your business, your family, your priorities. Not just your file. So the advice fits your actual life instead of a template.
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.
Ronak Bhatt, CPA, MBA
Founder, Milestone CPAs
WHO WE WORK BEST WITH
Not everyone is the right fit. Here is what tends to bring people through the door.
Tax season feels reactive. You want a partner who is planning with you in October, not telling you what happened in March.
Real estate income, business distributions, equity comp, family entities. You need someone who sees the whole picture, not just one tax return.
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.
A COMPLIMENTARY CONSULTATION
A 30-minute call to review your situation and tell you honestly whether Milestone is the right CPA partner. Every inbound is read by a partner, with a response within one business day.
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